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The Vigilis Group is one of the largest independent group insurance and financial services broker in Quebec. Dedicated to professionals and small and medium sized business owners, we help our clients plan and secure their future in an ethical and responsible way.
Vigilis Financial Solutions – helping you align your actions with your values.
Why and How We Invest: https://equalityfund.ca/what-we-do/investment/
Focused on the North Star: Our Investment Theory of Change: https://equalityfund.ca/learn/focused-on-the-north-star-our-investment-theory-of-change/
Equality Fund Toolkit for Gender-lens Investing: https://equalityfund.ca/gender-lens-investing-criteria/
Private Wealth Portfolio Manager
We have a small office in Bedford where I have built my business working with clients in understanding their concerns, objectives and goals while developing solutions for what is important to them as their life changes occur.
I speak in terms that you can understand and relate to rather than language that will confuse you even more. I am not here to sell you anything but rather to guide you in achieving your goals. I am transparent and will tell you if something is achievable or not.
I am a firm believer in continuous learning so I can evolve and improve within our ever changing environment. I have earned my Certified Financial Planner, Certified Executor Advisor & Responsible Investment Specialist designations as well as a Bachelor of Commerce from SMU.
We meet clients with in-person or virtual appointments and can utilize our secured system to send and receive documents electronically.
The Institute for Sustainable Finance is a multi-disciplinary network of research and professional development that brings together academia, the private sector, and government to shape Canada’s innovations in sustainable finance.
Colleges and Institutes Canada (CICan) is the voice of Canada’s publicly-supported colleges, institutes, cegeps and polytechnics, and an international leader in education for employment with ongoing programs in over 25 countries. CICan’s members add over $190B to Canada’s economy each year and contribute to inclusive economic growth by working with industry and community partners to offer more than 10,000 programs to learners in urban, rural, remote, and northern communities.
Trish holds the esteemed professional designations of Certified Financial Planner (CFP®), Chartered Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI®). She obtained her CFP in 1999, and has acted as a media spokesperson for RBC on various financial planning topics. Her expertise allows her to seamlessly integrate our clients’ financial plans into their investment portfolios. Trish is insurance-licensed, enhancing her abilities to maximize tax and estate planning strategies. She has strong attention to detail, and services our clients with a tailored approach to meet their specific needs.
In 2010 Sun Life Global Investments (SLGI) was purpose built to combine the strength of Sun Life with some of the best asset managers in the world.
We deliver innovative investment solutions for plan members through Sun Life Group Retirement Services. As part of the Sun Life group of companies, we have deep insight into member trends and investment behaviour. This insight gives us the ability to develop investment solutions that may help your members meet their long-term goals.
My practice as an advisor is focused on managing wealth for yourself, your family or your business, we provide the professional advice you need. We’ll help manage your investments, fund your new business venture, plan your retirement, protect your financial security and plan your estate.
My passion as an advisor goes above and beyond meeting my clients needs. As a father to two young boys, I want to set the example that you can be a successful advisor AND make a positive contribution to society through responsible investing. I am particularly focused on climate change and how the investment industry and professionals such as myself can be part of that solution.