It’s All About You – Your Goals, Your Plan, Your Success
Your vision of financial success is unique to you. As an Accredited Portfolio Manager and Certified Investment Advisor, I work with you to create customized investment and financial plans for your peace of mind today and for your best future.
Our clients are hard-working professionals. They are parents who prepare for their children’s post-secondary education. They balance work and fun, they have bucket lists and ageing parents who may need help. Whatever life hands them, they have a plan to take care of themselves and their loved ones.
Our clients are retirees. They are secure knowing they will not run out of money. They make lifestyle choices with confidence and are prepared for the challenges that come with ageing. They have peace of mind knowing that they have considered their needs, their legacy and that their priorities are covered.
Our clients are business owners. They make well-informed decisions that affect their business and personal lives while avoiding unnecessary risks. They pay no more than their fair share of taxes, have a succession plan and are smoothly transitioned from working to comfortable retirement.
In 2015, 2016, 2017 and again in 2018 Vanessa Benedict was awarded Reader’s Choice Best Financial Planner and Best Investment Firm for the Oshawa, Whitby, Clarington Region.
Accredited Portfolio Manager and Certified Investment Advisor 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.
Jennifer 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.