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.
Private Wealth Portfolio Manager
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.
We are Maryana Sokolyuk Group, a group of advisors offering sustainable financial strategies for high net worth investors. Our team specializes in integrated wealth management, providing discretionary portfolio management along with tax and estate strategies. Our inclusive consulting approach is designed to meet the objectives of both the couple and each individual, including tax and business requirements. In other words, we manage your entire family’s wealth to cover the needs of every generation.
Our investment style is focused on asset growth and conservation, avoiding speculative trends. Our group’s members all share the same strong commitment to sustainable finance. For us, responsible investing is not simply a new fad, it’s a paradigm that’s here to stay. We know how to manage risks related to climate change and our investment approach follows the principles of sustainable development. Because we believe it is possible to grow your portfolio while leaving a positive legacy for future generations!
MISSION
To help our clients achieve their life goals through integrated wealth management and sustainable investment, while building trusting relationships that redefine their outlook on financial planning.
Mission and Value:
Simplicity | Listening | Solution
Our mission is to listen to you, explain financial concepts in plain language and develop strategies and solutions suited to your needs.
I have been working in the financial industry since 1988 and I have been a mortgage broker with Hypotheca, Agence Hypothécaire Inc. since 2001.
My team and I will revise your customized plan on an ongoing basis to help you meet your life goals. This is an ever-evolving process, because life is a unique adventure.
“Hope is not a strategy…”
We help affluent families discover and achieve what is truly important to them.