An Introduction to our Team
Vanessa has brought together a team of professionals to ensure her clients receive a level of professional wealth management that is what clients expect and deserve.
Vanessa De Ingardia
CERTIFIED FINANCIAL PLANNER™
Branch Manager / Registered Principal
As your Wealth Manager, Vanessa will coordinate the financial planning process for you. Vanessa will help you to identify your goals, and she will work with you to implement a series of strategies that will help you coordinate and manage your legacy.
Our Other Professional Resources
Because your financial situation is often complex, Vanessa typically works directly with other professionals to design and implement the strategies that will help you to achieve your goals. She relies on a network of professionals who provide technical advice as required.
The professionals Vanessa works with include:
- Certified Public Accountant
- Estate Attorney
- Family Law Attorney
- Mortgage Broker
- Insurance Specialists
