Vitality Wealth Management
Finance · Canada · 1-10 Employees
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Overview
Headquarters
1200-1111 W Georgia St, Vancouver, Briti...Phone Number
(604) 200-2720Website
www.vitalitywealth.caRevenue
$6.2 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
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1
1
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1
About Vitality Wealth Management
Vitality Wealth Management is a multidisciplinary professional services corporation based in Vancouver, offering industry-leading group benefits, insurance, and wealth management strategies. The company serves corporations, corporate executives, business owners, and individuals, focusing on providing security, confidence, and growth for their clients. Founded by Meagan Daniell and merged with a multi-generational practice, Vitality emphasizes a personalized approach to financial planning and management. Their services include risk management, succession planning, retirement planning, and intergenerational wealth transfer.Explore more
Vitality Wealth Management Org Chart
DC
Support Client Service Associate
DM
Partner, Certified Financial Planner
DH
Associate Group Benefits Advisor
BM
Senior Advisor & Group Benefits Consultant
SY
Financial Planner
CC
Group Account Manager, Pension & Benefits
CC
Group Account Manager, Pension & Benefits
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Revenue
Number of Employees
Type
Funding
Founded In
Vitality Wealth Managemen...
$6.2M
1-10
Private
-
2015
GS
Greta SanchezGroup Benefits Administrator & Associate
Company Profile Activity
Activity Insights
Vitality Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Vitality Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Vitality Wealth Management.
Vitality Wealth Management Tech Stack
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Vitality Wealth Management is a multidisciplinary professional services corporation based in Vancouver, offering industry-leading group benefits, insurance, and wealth management strategies. The company serves corporations, corporate executives, business owners, and individuals, focusing on providing security, confidence, and growth for their clien... Read More
