Vitalis Financial Services Inc. - North Vancouver, British Columbia

Vitalis Financial Services Inc. : Un experto en asesoramiento financiero

Con más de 20 años de experiencia, Vitalis Financial Services Inc. se ha convertido en un líder en el mercado de asesoramiento financiero en North Vancouver, BC, Canadá. Su ubicación estratégica en 223 Mountain Hwy #102, North Vancouver, BC V7J 3V3, Canadá, la hace accesible para una amplia gama de clientes.

Carreras y especialidades

• Planificador financiero

Los expertos de Vitalis Financial Services Inc. están comprometidos con brindar asesoramiento financiero de alta calidad a cada uno de sus clientes. Su experiencia y conocimiento en el mercado les permiten ofrecer soluciones personalizadas para satisfacer las necesidades de cada uno.

Características y beneficios

• Acceso fácil en silla de ruedas
• Parking para sillas de ruedas
• Toilettes accesibles en silla de ruedas
• Toilettes
• Rendez-vous obligatorios
• Rendez-vous recomendados

En Vitalis Financial Services Inc., la clientela siempre está en primer lugar. Los clientes están satisfechos con su asesoramiento financiero y la atención personalizada que reciben.

Avisos y reconocimientos

Con una media de 5/5 estrellas en Google My Business, Vitalis Financial Services Inc. ha demostrado su compromiso con la calidad de su servicio y la satisfacción de sus clientes. Los clientes elogian a Laura Montiero y al equipo de Vitalis por su asesoramiento financiero sólido y su atención personalizada.

Laura Montiero ha sido nuestra asesoradora financiera durante más de 20 años y nos ha ayudado a planificar y ejecutar un retiro temprano hace cuatro años. A pesar de haber mudado a los Estados Unidos, continúa guiándonos en todos nuestros movimientos financieros. Aconsejamos encarecidamente Vitalis y su excelente equipo.

Para obtener más información sobre Vitalis Financial Services Inc., visite su sitio web en advisor.sunlife.ca/vitalis.financial.services/ o llámelo al 778-724-4506.

En Vitalis Financial Services Inc., estamos comprometidos con brindar asesoramiento financiero de alta calidad y atención personalizada a cada uno de nuestros clientes. Nuestro equipo de expertos está listo para ayudar a cada uno de ustedes a alcanzar sus objetivos financieros.

👍 Avis de Vitalis Financial Services Inc.

Kerith R.

5/5

Laura Montiero has been our financial advisor for over 20 years now. Her and her staff are always wonderful to talk to, and very helpful. We trust her advise, and she helped us plan for and execute an early retirement 4 years ago. Even though we moved to the US, she continues to guide us with all our financial moves. I highly recommend Vitalis and their fantastic staff.

jonah E.

5/5

I cannot recommend Alex enough! After the passing of my mother, I was overwhelmed with the financial challenges that came with handling her inheritance. Alex was incredibly supportive, attentive, and truly caring throughout the entire process. She walked me through every step, explaining things in a way that was easy to understand and made sure I felt confident in the decisions I was making. Their patience and expertise made a very difficult time a lot easier to navigate. I am so grateful for her guidance and highly recommend them to anyone looking for a financial planner who genuinely has your best interests at heart.

Andrea M.

5/5

When I reached out to Alex to get financial planning support in 2021, I had no idea what I was doing or where to start. Her approach and expertise instantly put me at ease. She has completely helped me shift the way I think about money, and helped me achieve all of the goals I laid out for myself (and some). I could not recommend her services more - weather you are a first time newbie to investments like me, or a seasoned financial expert - Alex is your gal.

Frank B.

5/5

Laura has provided sound financial advice to us for over 15 years. She keeps us updated on changes to our portfolio and makes recommendations without applying pressure. I would not hesitate to recommend her.

Isabella I.

5/5

Alex has been my financial advisor for years and has always been considerate of my ever changing financial needs. I feel that it is a collaborative relationship and my input is heard and respected. I would recommend Alex to anyone looking for a financial planner.

Karen P.

5/5

My husband and I have been a client of Vitalis for many years now and we are extremely happy with the service we have received. We are now retired and are sitting in a very comfortable financial position because of Vitalis. Thank you very much.

Brendan M.

5/5

My wife and I have had the pleasure of dealing with Vitalis for over a decade now. Laura Monteiro has been a steadfast professional and a trusted advisor to us for years and we have been perfectly happy with every single interaction along the way. She has carefully looked after our entire family and cares deeply about our financial future as well as us as individuals.