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.
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.
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.
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.