Adept. Aware. Responsive.
Insurance & Estate Planning
For decades, we’ve helped our clients stay ahead of the curve.
We’re invested in the prosperity of entrepreneurs, business owners, executives and professionals across Canada.
Adept, aware and responsive, Vanta stands alongside clients, enhancing their advantage.
Diverse solutions for a diverse population
Our clients come from many walks, but there’s one thing they all have in common: the ambition to make big things happen. And, Vanta Group is right beside them, enhancing their advantage.
Our advisors know how to maximize and protect your financial assets.
Insurance remains one of the pillars of savvy financial planning—whether it’s life insurance for corporate or personal needs, or critical illness and disability coverage. With its unique tax treatment, insurance can be leveraged to protect assets, create liquidity, replace income, fund taxes and debt, reduce risk and transfer wealth.
Proper planning involves more than a financial outcome. Stepping back to look at the whole picture often exposes risk: future taxes payable, loss of key individuals, and liquidity. Our team is equipped to see the big picture and provide solutions that mitigate and protect against risk.
A dynamic team
Versed and immersed, Vanta Group’s team knows how to bring your goals to fruition. Our advisors remain fluid with the times—adjusting, adapting and continually seeking optimal solutions.