Westerly Wealth & Insurance Advisors and Vitality Wealth Management Announce Merger. Combined specialties and additional staff expand expertise and client service capabilities.
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Westerly Wealth & Insurance Advisors and Vitality Wealth Management Announce Merger
Combined specialties and Additional Staff Expand Expertise and Client Service Capabilities.
In late 2022, patriarch Brian Milne CFP, CLU, CEBS, and his son Darren Milne CFP, CPA, CMA merged their multi-generational financial and insurance advisory practices, Westerly Wealth & Insurance Advisors with Vitality Wealth Management and Vitality Pension & Benefits Group.
United by a shared vision and purpose to provide greater security, more confidence, and investment growth, Brian and Darren’s clients can continue to expect the highest standard of service and professional, unbiased advice.
Darren Milne stated, “I am excited to merge Westerly Wealth & Insurance into Vitality Wealth Management as it provides a further opportunity to enhance our client service levels and deliver industry-leading advice in both of the Financial Planning and Group Pension & Benefits divisions”.
This merger also enables Brian’s clients to continue to be well serviced with expanded resources and by additional team members as he works on the succession plan of his 50+ year career as a Vancouver financial advisor and corporate group insurance programs specialist. Still offering his services, Brian will continue to work with his corporate Insurance and Group Benefits clients.
Darren will now start working with Brian’s clients while continuing to elevate the service experience across both the Financial Planning and Group Pension & Benefits divisions which specialize in providing companies, business owners, professionals, and employee groups leading investment, tax, insurance, and retirement planning services.
Vitality Wealth Management, founded by Meagan Daniell CFP, CLU is a multidisciplinary, professional services corporation, offering the highest standard of service with industry-leading group benefits, insurance, and wealth management strategies for corporations, executives, business owners, and individuals alike.
Vitality Wealth is an independent financial services firm that delivers excellence in unbiased wealth and estate planning for entrepreneurs, family business owners, and individuals.
Learn more about us:
Vitality Pension & Benefits Group
Media Contact:
Darren Milne CPA, CMA, CFP
Partner, Certified Financial Planner
darren@vitalitywealth.ca
(604) 200-2718
VitalityWealth.ca
Contact Info:
Name: Darren Milne CPA, CMA, CFP
Email: Send Email
Organization: Vitality Wealth Management
Address: 1111 W Georgia St , Vancouver, BC Floor 12, Vancouver, BC V6E 4G2, Canada
Phone: +1-604-200-2718
Website: https://vitalitywealth.ca
Source: PressCable
Release ID: 89092940
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