About VantageOne Financial

VantageOne Financial Corp’s advisors are professionals who care about you, your financial goals and the people that matter to you. Our focus is on helping you experience the satisfaction of knowing:

  • you’re making the most of your income today
  • your investments are on track
  • your net worth is growing
  • your assets are protected
  • your family will be looked after

Meet the Team

How we do it your way
Your life is unique and so are your goals for the future. That’s why we don’t take a cookie cutter approach to financial planning. We’ll work closely with you to make sure that:

  • your goals are understood
  • you have a plan that lines up with your financial needs
  • you’re making the right decisions
  • you’re protecting your investments, your assets and your family

The total package
Once we understand what you want your future to look like, we can road map a total financial plan to help make your dreams a reality. Our advisors can help you with:

  • saving toward a nest egg
  • building a dependable retirement income
  • insurance to protect you and your loved ones
  • estate planning

Putting you in the driver’s seat
You can decide how and when you want to start the conversation with us. Contact us today.

Phone: 250-260-4513
Toll Free: 888-339-8328
E-mail
: VOF@vantageone.net

Mutual Funds and Segregated Funds are offered through Worldsource Financial Management Inc. Other Products and Services are offered through VantageOne Financial Corp. Worldsource Financial Management Inc. is responsible only for mutual fund-related business activities conducted by its Registrants and is not responsible for any other business interests and activities undertaken by its Registrants or by VantageOne Credit Union/VantageOne Financial Corp.

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