Customizing investment and financial plans
and creating income for your most comfortable retirement.

Small Things Add Up – In Saving and Giving

In true “in it together” spirit, many people are wanting to step forward to offer help during the COVID-19 pandemic.

During the Covid-19 crisis, we are serving our clients via telephone and online.

family three generations

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.

Retirees having fun

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.

family business

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.

Vanessa Benedict

Portfolio Manager and 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. 

Learn More

In 2015, 2016, 2017, 2018 and again in 2019 Vanessa Benedict was awarded Reader’s Choice Best Financial Planner and in 2018 was awarded Best Investment Firm for the Oshawa, Whitby, Clarington Region.

Contact Us


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

905 433-0239
 Vanessa Benedict


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


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


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

  • 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 $500,000 and up, however, if you’re not quite there we will gladly customize a plan to suit your current situation.

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