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VSI Wealth Management Group

"Freedom of Choice - To Create The Life You Envision"

HOME OF THE VSI WEALTH PLAN

Our team acts as the personal CFO for a select group of successful business owners and professionals who among other things, strive for both a work optional lifestyle and ensuring their family legacy.  We have developed and refined a process called the VSI Wealth Plan that helps to identify our client's unique needs and provides a clear path to help them achieve their goals.  Our goal is to empower our clients to have freedom of choice and to live the life that they envision.

OUR PHILOSOPHY

We take a panoramic approach to wealth management and we don't just jam square pegs into round holes.  Instead, we craft a personalized wealth strategy that is designed to address your needs and brings clarity to your situation.  We may do over 85 things over the course of a lifetime relationship with you but everything we do, in collaboration with TD Specialists, as needed,  falls within one of the following 9 Pillars of our clients Wealth Planning Process.  

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For each of our clients, our VSI Wealth Planning Process helps puts every piece of the puzzle together as their lives unfold and their needs evolve.  Our clients can't outgrow our process, they'll grow into it as critical life events occur and their life progresses.

OUR PROCESS:   

Our VSI Wealth Planning Process starts with a comprehensive deep discovery to give you the confidence that we understand your unique circumstances. The result of this discovery is the creation of your Vision Statement, which is the foundation of your Personalized Wealth Plan. Whether you 

  • worry about outliving your capital
  • want to pursue a work optional lifestyle
  • want to secure your family investment legacy
  • want to ensure you have the means to check off all the items on your bucket list or
  • just want the freedom of choice that your wealth affords you

our VSI Wealth Planning Process helps identify your unique needs and concerns and maps out the Strategies to help you achieve your goals.  As your lives unfold and your needs evolve, we help you Implement these strategies and make tactical shifts when required.

To learn more about our team's Philosophy and Approach please see our INTRODUCTION KIT     


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VSI Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.-

ADDITIONAL CONTACT

Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427

Making up for lost time with a sound retirement plan

Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.

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Meet The Team

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