Insurance, Investments, Benefits & Pensions
Adept. Aware. Responsive.
Capital Culture
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.
Our Services
Our advisors know how to maximize and protect your financial assets.
Insurance
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.
Group Benefits
Protecting your employees with group benefits safeguards your business. Employee benefits planning continues to evolve in Canada–rising drug costs, health and wellness solutions, flexible benefits and disability management are all part of the landscape. The success of any business depends on its people–protect your greatest assets with a well-structured plan.
Pensions
Retirement and pension planning guarantees individuals and employees have the required income and capital to enjoy their golden years. A critical component of smart financial planning is ensuring pension and retirement assets are invested to achieve the appropriate risk-adjusted return.
Risk Management
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.
Rich Groom
Noah Jones
Ross Langford
John Huot
Nancy Boer
Dan Brassard
Sue Collins
Megan M. Griffiths
Sara Haupt
Lynn Kostiuk
Marie Majeau
Private: Christine May
Michelle Turner
Lauren Rutter
Scott Segger
Amanda Tonowski
Sarah Allouche
Gurleen Dhaliwal
Private: Nate Bellanger
Tim Bakker
Mark Nelson
Madelaine Goodlet
Charlotte Sawyer
Alex Woestenenk
Brandon Rabinovitch
Emily Ullman
