Vanessa Benedict

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.

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 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. 

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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.

  • 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

Contact Us


575 Thornton Rd. N
Oshawa, ON
L1J 8L5
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905 433-0239
 Vanessa Benedict


22 St.Clair Ave. E, Suite 1202
Toronto, ON
M4T 2S5
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1848 Liverpool Rd.
Pickering, ON
L1V 1W3
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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