Vanessa Benedict

The Benedict Wealth Management Group

It’s All About You – Your Goals, Your Plan, Your Success

Your goals, your plan and your vision of financial success is unique to you. As a Certified Investment Advisor, Wealth Advisor and Financial Planner, your investment and financial plans are customized for your peace of mind today and to face your future with calm certainty.

Our Team

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Vanessa Benedict

Lead Investment Advisor

Licensed Wealth Advisor, Certified Financial Planner serving the Durham Region

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Jennifer Toscano

Investment Associate

Administration of Client Accounts, Trading & Executing Orders, Account Transactions

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Kevin Melnichuk

Tax Specialist

Chartered Professional Accountant providing Personal and Corporate Tax Services

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Celeste Hardy

Tax Specialist

Chartered Professional Accountant providing Personal and Corporate Tax Services

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Stacy Mooy

Mortgage Development Manager

Mortgage Specialist

Testimonials

  • Highly recommend!

    Vanessa is a knowledgeable,  trustworthy investment advisor and financial planner. I highly recommend her services.

    Jinha Chung
    ,
  • Absolutely Brilliant!

    Vanessa Benedict is a wonderful investment advisor and explains the markets in a way I can understand.

    Merle Winch
    ,
  • Honesty and Integrity!

    An investment advisor who prizes honesty and integrity above all else - this is the definition of Vanessa Benedict.

    Larry Malloy
    ,

FAQs

  • 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.

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  • 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.

Do you have more questions?
Call or Email Us, we’re here to help

Contact Us

MAIN LOCATION
Oshawa

575 Thornton Rd. N
Oshawa, ON
L1J 8L5
Get Directions

905 433-0239
vanessa.benedict@nbc.ca
 Vanessa Benedict

ALTERNATE LOCATION
Toronto


22 St.Clair Ave. E, Suite 1202
Toronto, ON
M4T 2S5
 Get Directions

ALTERNATE LOCATION
Pickering


1848 Liverpool Rd.
Pickering, ON
L1V 1W3
 Get Directions

Email Us

“The best time to plant a tree was 20 years ago. The second best time is now.”
Chinese Proverb