VPro Financial — Services in Detail

 We create tailored financial plans that integrate all aspects of your wealth, income, and goals. Our approach helps individuals, families, and business owners gain clarity and confidence at every stage of life. From budgeting to complex strategies, we ensure your plan grows with you. 

Protect what matters most with advanced life, disability, and critical illness insurance solutions. We help families and business owners secure their future, safeguard income, and plan for the unexpected. Our strategies also support shareholder agreements and key person coverage. 

 Our customized investment strategies are designed to grow and protect your wealth while managing risk. We focus on tax-efficient portfolios, retirement income solutions, and diversified growth opportunities. Every portfolio is built around your goals, not a cookie-cutter model. 

 Preserve and pass on your wealth efficiently with a thoughtful, tax-smart estate plan. We work with you to minimize taxes, protect your assets, and ensure your legacy reflects your values. Our guidance helps provide peace of mind for you and your loved ones. 

 We offer strategies to protect, grow, and transition business wealth. Our services include buy-sell funding, key person insurance, corporate-owned investments, and retirement solutions for owners and executives. We help business owners plan with confidence and foresight. 

 Maximize retirement income with a smart drawdown strategy. We help you coordinate RRSPs, TFSAs, FHSAs, pensions, and corporate funds for tax efficiency and stability. Our goal is to help you retire comfortably — with your wealth working as hard as you did.