Vanessa Benedict

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

Your vision of financial success is unique to you. As a Portfolio Manager and Investment Advisor, I work with you to create customized investment and financial plans for your peace of mind today and for your best future.

The Benedict Wealth Management Team is proud to announce that
we have merged with Silver Birch Wealth Management.

So excited and proud to offer my clients more expertise, more personal advice, resources, and support to reach their investment goals!

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.

About Us

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

Vanessa Benedict

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. 

Learn More

Jennifer Toscano

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.

What our clients are saying…

I absolutely recommend Vanessa Benedict.

She’s trustworthy and efficient and provides convenient and friendly service – perfection!
Marielle Talbot

Great advice and the fees are offset by great management and earnings.

Service is personalized, caring and consistent and I’m very happy with the progression of my investments as I plan for my retirement.
Debra Campbell

Professional, Competent and Results Oriented

Vanessa listens to my needs, assesses what I want and makes smart choices to achieve my goals based on analytical thinking and research.
Graham Peacock

Vanessa is a Trusted, Competent Advisor

Vanessa schedules regular meetings with me and is always available to me when needed and I highly recommend her services.
Darlene Griffith

Highly recommend Vanessa Benedict.

Friendly, professional service plus great returns.
Tom Shaw

Ideal Choice for Investment Decisions

Vanessa did a wonderful job of explaining her investment strategies. She provides ongoing contact throughout the year between appointments, letting us know how our investments are performing with advice on any changes that should be made along the way. Vanessa’s pleasant personality and professionalism make her an ideal choice when it comes to investment decisions.
Jake Vandenbrink

Client Focused

Client focused, trustworthy service.
Andrea Baxter

Outstanding Personal Service and Care

The personal service and care that Vanessa and Jennifer provide is far and away the best we have received. If any issue arises, a phone call or email is responded to immediately and guidance is provided. We don’t feel we are just another account, we feel like we are friends and family. The best and most important decision we have made regarding our future was to join with Vanessa and we have complete faith and trust that we will be given the services to continue living the lifestyle we enjoy.
Wayne Andrus

She's Trustworthy and Sincere

With Vanessa my investments are safe and secure and I don’t have to spend my life worrying about it. I consider her a friend.
Donna Naccarato

I Recommend Vanessa Highly

Thanks to Vanessa, I now understand my investments in a way that I never did with my previous advisor of over 30 years. As a widow, I appreciate knowing where I stand and that my investments are in safe hands. Vanessa listens, cares and tells it to you straight. I highly recommend her.
Esme Beasley

Proactive, Reliable and Helpful

Vanessa is always on top of things. She’s proactive, reliable, informative, helpful and supportive and that’s why I recommend her services.
Beatrice Seywald

Proven Track Record

Vanessa and Jennifer have a proven track record and they have proven themselves to us. We recommend them not just because we like them but more importantly we recommend them because they’ve done a lot for our portfolio.
Bhowaney Persaud

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

FAQs

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.

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  • 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