Gaining a Competitive Edge: Group Benefits & Insurance for Legal Firms – February 20

Join us for a discussion about how you can leverage group health and saving programs in a small and mid-sized firm environment.

Topics to be discussed:

• Employee Benefit Plans: Comprehensive packages designed to attract and retain legal talent, enhancing job satisfaction and loyalty.
• Health/Wealth Spending Accounts (HSAs and WSAs): Flexible accounts that allow employees to manage health-related expenses (HSAs) and other financial needs (WSAs), providing tax advantages and promoting overall well-being.
• Wage Loss Replacement Plans: Enhanced individual disability policies that offer income replacement for employees unable to work due to illness or injury, ensuring financial security and peace of mind for both employees and employers.
• Group RRSPs and Deferred Profit-Sharing Plans: Employer-sponsored retirement savings plans that encourage employee savings through company contributions, aligning employee interests with the firm’s financial success.
• Buy-Sell/Shareholder Agreement Funding: Financial strategies to ensure smooth ownership transitions in the event of a partner’s departure or death, protecting the firm’s stability through pre-funded agreements.

Vitality Wealth Management

The word Vitality embodies the power of continuance through legacy, a growth mindset, and the richness of an active life.

When Meagan founded Vitality Wealth, it was to bring this belief to life. United by a shared vision and purpose to deliver financial security and confidence, in 2022, Darren and Brian merged their half-century old practice into Vitality Wealth.

Vitality Wealth is a multidisciplinary, professional services corporation that offers industry-leading group benefits, insurance and wealth management strategies to executives, business owners, and individuals. Our clients receive the highest standard of service and unparalleled care.

About Meagan Daniell, CFP, CLU

Hailing from a large family of professional educators, I knew this was my future—it just turned out to include money. While pursuing my neuropsychology degree, I fell in love with all things finance and human behaviour, and how I could apply my studies to educating people about their own unique path forward. From there I obtained my Certified Financial Planning (CFP) and Chartered Life Underwriter (CLU) professional designations, further distinguishing myself from the herd.

As clients inevitably become more like friends and family, over a cup of coffee or glass of wine, awkward questions about money cease to exist.
Together we work to patch knowledge gaps and design plans for the future. I believe money should work to fuel our passions, goals and security. For myself, that includes traveling the world, bettering my community and planet, and finding the fun in life.

About Darren Milne, CPA, CMA, CFP

Watching my father operate his insurance planning & group benefits practice for over half a century taught me how strong planning and always acting in the best interest of clients impacts their comfort, legacy and available life experiences. Today, the cornerstone of my work is wealth and estate planning for incorporated business owners, the self-employed, executives and professionals. Trusted to actively manage portfolios and plan for important transitions, I bring confidence and peace of mind to my clients.

As a Certified Financial Planner and Chartered Professional Accountant, it’s my job to preserve, protect, nurture assets, and ideate and execute customized financial plans. I create flexible strategies to accomplish long-term goals, design succession plans or intergenerational asset transfers. With my guidance, clients are prepared to navigate the unpredictability of life and economic circumstances in order to reach long-term financial success — and enjoy themselves along the way.