The Benedict Wealth Management Group
It’s All About You – Your Goals, Your Plan, Your Success
Your vision of financial success is unique to you. As a Certified Investment Advisor and Financial Advisor, I work with you to create customized investment and financial plans for your peace of mind today and for your future.
Lead Investment Advisor
Vanessa Benedict is the Lead Investment Advisor of the Benedict Wealth Management Group with National Bank Financial – Wealth Management in Durham Region.
With over 20 years of diverse industry experience, Vanessa brings a committed and personalized approach to offering sound Investment Advice, complete Financial and Estate Planning with excellent Insurance solutions.
In 2015 and 2016 and again in 2017, Vanessa won the Reader’s Choice Best Financial Planner Award for the Oshawa, Whitby, Clarington Region.
Jennifer Toscano has over 16 years of industry experience and has been working with Vanessa Benedict for the last 6 years. Her role as Investment Associate includes Administration of Client Accounts, Trading and Executing Orders and Account Transactions.
We start by meeting and getting acquainted. I want to know about you and your family – your goals and your concerns and what’s important to you.
Are you needing to grow your assets, plan for your retirement, organize your Will and Estate, deal with your business succession, taxes or insurance? As your Investment Advisor, your Financial Planner, these details are of utmost importance.
We’ll clarify your current situation and define where you want to be and create a plan focused on your priorities and objectives taking into account your specific challenges and opportunities.
We will examine your options, make recommendations and put action steps in place. We’ll meet regularly to review and assess your progress and update your plan as needed.
Clients are charged an annual fee that is a percentage of the total family assets under administration. As your assets in your accounts grow the percentage fee you are charged decreases. You will be fully informed of any and all costs associated with your account prior to set-up or investment implementation – total transparency every step of the way.
Typically we work with clients with portfolios valued at $250,000 and up however, if you’re not quite there we will gladly customize a plan to suit your current situation.