{"id":6,"date":"2022-09-16T11:59:01","date_gmt":"2022-09-16T11:59:01","guid":{"rendered":"https:\/\/vitalitywealth.ca\/?page_id=6"},"modified":"2023-12-18T19:08:15","modified_gmt":"2023-12-18T19:08:15","slug":"home","status":"publish","type":"page","link":"https:\/\/vitalitywealth.ca\/","title":{"rendered":"Home"},"content":{"rendered":"\n
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Life is more vivid when your future is secure.<\/h1> <\/div>\n<\/div>\n\n
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Testimonials<\/p> <\/div>\n<\/div>\n\n

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What our clients are saying<\/h2> <\/div>\n<\/div>\n\t\t
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\u201cI have had the most incredible service from Meagan Daniell at Vitality Wealth Management. Meagan has the most professional approach, is well spoken, considerate, and made me feel comfortable asking all of my questions. She took the time to inquire about my needs as well as explained what the best options were for my wife and I. She provided a thorough explanation of my insurance options as well as continually checked in with me to complete the process smoothly. I truly am grateful for all the assistance Meagan has provided. As a registered physiotherapist myself, I understand the importance of good, ethical client care, and this was a fantastic experience in every way. I would refer anyone to Meagan for their insurance and financial needs!\u201d<\/em><\/p>\n

matthew r.
Phsyiotherapist<\/h6> <\/div>\n <\/div>\n <\/div> \t\t
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\u201cMeagan has been really insightful in helping not just me, but my daughters in creating our financial plans. She worked with us to discuss our individual financial goals and what we wanted for our futures. She really took the time to listen and document what each of us wanted and then advised how best to achieve that given our varying ages.\u201d<\/em><\/p>\n

salina l.
Owner of Inside Out Cleaning Services<\/h6> <\/div>\n <\/div>\n <\/div> \t\t
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\u201cMeagan is very knowledgeable and professional. She listened and created a plan that tailors my needs. I would highly recommend her service.”<\/em><\/p>\n

sherry l.
Owner of GESS Security and Sound<\/h6> <\/div>\n <\/div>\n <\/div> \t\t
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\u201cWorking with Meagan Daniel has been an absolute breath of fresh air for myself and my husband. We started working with her when our financial future was in flux and she managed to settle our nerves, remain super flexible in our planning and set us on a path that feels perfectly individualized for us. Additionally, we are much more confident in our own financial acumen thanks to Meagan’s clear and thorough communication.”<\/p>\n

brandi h.
Director, Lush<\/h6> <\/div>\n <\/div>\n <\/div> \t\t
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\u201cMeagan has proven to be insightful, knowledgeable and so helpful in explaining wealth management options. She really listens and offers common sense individual solutions to financial issues! Highly recommend her!\u201d<\/p>\n

judie d.
Owner of Dahl & Associates<\/h6> <\/div>\n <\/div>\n <\/div> \t <\/div>\n <\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t
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About<\/p> <\/div>\n<\/div>\n\n

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Vitality Wealth Management<\/h1> <\/div>\n<\/div>\n\n
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“The word Vitality demonstrates the power of continuance through legacy, a growth mindset, and the richness of an active life. Living in the moment is more vivid when the future is secure! The Vitality brand was originally founded by Meagan and then merged with Darren & Brian\u2019s multi-generational practice, under a united vision and purpose; to provide you with security, confidence, and growth, allowing you to live in the moment without worry of tomorrow.<\/p>\n

Vitality Wealth is a multidisciplinary, professional services corporation, offering the highest standard of service with industry-leading group benefits, insurance and wealth management strategies to corporations, corporate executives, business owners, and individuals alike with unparalleled care and service.”<\/p> <\/div>\n<\/div>\n\n

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Meet the Team<\/h1> <\/div>\n<\/div>\n\t\t
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Meagan Daniell, Partner<\/h4>\n

CFP, CLU | Certified Financial Planner<\/p> <\/div>\n<\/div>\n\n

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Darren Milne, PARTNER<\/h4>\n

CFP, CPA, CMA | Certified Financial Planner<\/p> <\/div>\n<\/div>\n\n

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Brian Milne<\/h4>\n

CFP, CLU | Senior Advisor & Consultant<\/p> <\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\n

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Resource Team<\/h3> <\/div>\n<\/div>\n\t\t
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Shiela Santos<\/h4>\n

Support Associate \u2013 Client Service<\/p> <\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t

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Deepika is a valuable team member to Vitality, often the first point of contact with our firm. She coordinates and attends to many of the details related to service and client relationships. Deepika has many years of experience in the financial and investing industry across India and in Canada and takes pride in caring for our clients.<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\n\t <\/div>\n\t<\/div>\n\n <\/div>\n\n \n \n\t\t\t<\/a>\n\t\t\n <\/div>\n
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Deepika Chilakapati<\/h4>\n

Support Associate \u2013 Client Service<\/p> <\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t

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Brenda Lalli<\/h4>\n

Support Associate \u2013 Investments<\/p> <\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t

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With nearly two decades of industry experience, Colin Carter brings expertise in group benefits and human resources management to Vitality\u2019s corporate clients. Colin brings to the team a bright energy and a keen interest in helping people and companies to grow and prosper.<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\n\t <\/div>\n\t<\/div>\n\n <\/div>\n\n \n \n\t\t\t<\/a>\n\t\t\n <\/div>\n
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Colin Carter<\/h4>\n

Account Manager \u2013 Pension & Benefits Group<\/p> <\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\n

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Collaborative Team<\/h3> <\/div>\n<\/div>\n\t\t
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Steve Fooks<\/h4>\n

Advanced Insurance Case Consultant<\/p> <\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t

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Patricia Carlos<\/h4>\n

Advanced Living Benefits Consultant<\/p> <\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t

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Sanju Sukul<\/h4>\n

Tax & Estate Planning Specialist<\/p> <\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t

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Terry Dunsmann<\/h4>\n

Securities Specialist<\/p> <\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t\n\t\t

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We\u2019re different<\/h1> <\/div>\n<\/div>\n\n
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Services<\/h1> <\/div>\n<\/div>\n\n
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Business & Enterprise\u00a0<\/h3> <\/div>\n<\/div>\n\t\t
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Personal & Family\u00a0<\/h3> <\/div>\n<\/div>\n\t\t
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Insights<\/h1> <\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t\n\t\t
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Financial News<\/h3>\n

Vitality Wealth Management provides the latest updates on the market, economy, wealth management and financial planning.<\/p> <\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t\n\t\t

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The bear market rally is unravelling. Here\u2019s why it may be two years until stocks truly bottom<\/h2>\n\t\t\t\n\t\t\t\n\t\t\t\t
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Friday, 26 August 2022 – Globe and Mail<\/B><\/p>\n\n\t\t\n\t \n\t<\/div>\n\t\n\t\t<\/div>\n\t\t\n\t<\/div>\n\t\n\t\n<\/article>\n\n

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Move Over, Quiet Quitting \u2014 Frugality is the Latest Trend in Work-Life Balance<\/h2>\n\t\t\t\n\t\t\t\n\t\t\t\t
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Friday, 9 September 2022 – Bloomberg<\/B><\/p>\n\n\t\t\n\t \n\t<\/div>\n\t\n\t\t<\/div>\n\t\t\n\t<\/div>\n\t\n\t\n<\/article>\n\n

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Is retirement possible for those who start saving and investing after 40? Yes, but you don\u2019t have the luxury of making mistakes<\/h2>\n\t\t\t\n\t\t\t\n\t\t\t\t
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Tuesday, 30 August 2022 – Globe and Mail<\/B><\/p>\n\n\t\t\n\t \n\t<\/div>\n\t\n\t\t<\/div>\n\t\t\n\t<\/div>\n\t\n\t\n<\/article>\n\n<\/div>\n <\/div>\n \n\n

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Book a Meeting
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