Families & Individuals
Build a steady footing for the life you want.
- Retirement planning
- Investment management
- Education funding
- Net-worth enhancement
- and 2 more
Insure Invest Plan
Insurance, investment and retirement planning for families, individuals and business owners, with an advisor who knows your story.
5.0 52 Google reviews . Read our reviews on Google (opens in a new tab)Coverage from Canada’s leading insurers
Vida (n.)
Spanish & Portuguese for life.
Our philosophy
It is about the people you love, the things you value and the life you want to live. It is about stewarding what you've been entrusted with, wisely and with care.
Whether you are paying down debt, raising a family, running a business or thinking about retirement, we help you make clear decisions and feel at peace with them.
Kevin Moniz
Founder & Financial Planner
What we do
One relationship, the whole picture. Every part of your plan works with the others.
Build a steady footing for the life you want.
Prepare for the moments no one plans for.
Care for the business you built, and the people in it.
Leave a legacy that outlives you.
How we work
We start by listening. Your goals, your worries, your family, and what a good life looks like to you.
We look at the whole picture and build a clear plan, explained in plain language, with no pressure.
We put the plan to work, one step at a time, and handle the paperwork so you do not have to.
Life changes, so your plan should too. We meet regularly to keep you on track.
“Whatever you do, work heartily, as for the Lord and not for men.”
Why Vida
“Vida” means “life”. We plan for all of it, not just the numbers.
We get to know the people behind the plan, often across generations.
Insurance, investments, tax and estate, all working together under one roof.
No jargon and no pressure. You will always understand your options and why.
Regular check-ins and a real person to call when life changes.
Kind words
Every review from our Google profile, word for word. Scroll to read them all.
“Kevin at Vida Financial Group was great to work with. I own my own barbershop and needed help getting both my business and personal insurance set up properly. He broke everything down in a way that was easy to understand and made the whole process stress-free. I never felt rushed or pushed into anything. Now I know my shop and my family are protected, which gives me real peace…”
“Absolutely the best service I’ve ever experienced!
Kevin helped us set up FHSA savings accounts to help us purchase our first home and create a blueprint to goals that we want to achieve, while making sure we were fully protected with life and critical illness insurance. Everything was explained clearly and with so much care and patience.
What truly sets this company apart…”
“My family and I have been working with Kevin Moniz of Vida Financial Group for the past five years and I cannot recommend him enough.
Kevin is more than just a financial advisor: he is a true partner in helping us achieve our financial goals. He takes the time to truly understand our unique needs and presents us with a range of investment and insurance plans that are tailored…”
“I can't say enough great things about Kevin and Vida. I’ve been working with Kevin for the past 5-6 years now. After meeting with him, I immediately knew he was genuinely interested in helping people achieve their goals. When I was ready to finally look at my financial situation, he was able to lay everything out so smoothly that it didn’t feel overwhelming. He introduced me…”
“I can’t recommend Vida Financial enough. They went above and beyond to help me, explaining everything clearly and tailoring their advice to my exact situation. I felt supported, respected, and confident every step of the way. Thanks to them, I’m in a much stronger financial position than I ever expected. Truly outstanding service!!!”
“Kevin is very passionate and extremely knowledgeable.
Kevin took the time to review everything in extreme detail with my wife and me, providing us with examples and scenarios with the information, to help us decide which option(s) were the best fit for our family and future needs.
After our first meeting, knowing that there was a lot of information discussed and that we were…”
“I’ve been working with Kevin for the last 3 years and he’s completely turned around my financial situation. It’s nice knowing that I have someone in my corner who genuinely cares about mine and my family’s well-being now and in the future. I never fully understood the importance of insurance but now I see that it isn’t for me and it’s for my loved ones. I know now that if…”
“Kevin is my FA and has provided excellent service over the years. When my Father passed he was there for my family and me, ensuring the settlement of his accounts in a swift manner. He took the time to answer our questions and explain how the process works and next steps and options available to us.”
“I had the pleasure of meeting with Kevin who was very thorough regarding my life insurance policy. He explained the pros and cons of each policy and the advantages/disadvantages. He was able to educate me on why I should have the policy that I chose and really worked it out for my family. He spent time making different options available and allowed me to choose what fit into…”
“Highly recommended! If you are looking for someone who can truly assess your needs and recommend a package that is suitable for you and/or your family, look no further! Kevin has that “It” factor that is not commonly seen. It is not easy finding someone in this industry who you can trust and is not only interested in their personal gain. Kevin is honest, personable and…”
“I’ve been working with Faith Jonkman for years now and she is amazing. She’s always available and always looking for new ways to help me reach my goals. Having her in my corner truly makes me feel confident. Kevin and Mike are also great guys and the Vida team as a whole is just amazing to work with.”
“I cannot recommend Faith enough to anyone seeking guidance with their finances. She takes time and an interest in understanding my aspirations and financial goals in order to grasp what truly matters to me and craft a personalized financial plan that aligns perfectly with my wishes and long-term plans. Her proactive nature means she's always steps ahead, preparing strategies…”
“Kevin and his team are very knowledgeable and honest about their work. Kevin was open and easy to talk to, which made making decisions that much easier. Oftentimes when speaking to financial advisors you feel pressure and uneasy when making decisions, but not with Vida. Kevin is professional and made this process seamless. Thank you for all your support during the many…”
“Happy to recommend Kevin and the Vida Financial Group to anyone looking to build their wealth and meet their financial objectives. Kevin spent a lot of time on the phone with me, discussing and explaining various options according to my investor profile and tailored to my future goals. He ensured that all my questions were answered. I feel like I’ve taken a sensible step…”
“Choose Vida Financial Group if you are looking for reliable, knowledgeable, kind and approachable service.
We have been working with Kevin over the years and he absolutely never lets us down, he is always willing to help and makes each process as easy as possible for his clients. With a single phone call we had all the information required to set up our family with life and…”
“It was a pleasure dealing with Michael Wine. As an advisor, Michael empowered us to make an educated and informed decision rather than simply telling us what to do. His patience and professionalism were truly appreciated. I would highly recommend Michael to anyone who is looking for a financial advisor that truly cares about your future.”
“Michael Wine took exceptional care in walking me through my insurance options and ensuring I was empowered to make decisions that best fit my personal insurance, financial and life goals. As a young professional, I am glad to have worked with the Vida Financial Group to start my professional career on the right foot.”
“I’m not usually one to write reviews, but after my experience with Kevin I knew I had to. As a twenty-something just starting out getting good, easy to understand financial advice was very important to me, and Kevin truly fit the bill. He has been super patient and informative, explaining every step of the process, ensuring I am fully prepared and comfortable every step of the…”
“Kevin is a pleasure to work with and super knowledgeable! He took a look at my portfolio and shared recommendations tailored to my life and future. He took the time to thoroughly review all of my options. As someone who is detail-oriented and takes time to make decisions, his guidance was exactly what I needed.”
“I’ve been working with Kevin Moniz at Vida Financial for 5 years now and he’s helped me really figure out and understand my finances. He’s guided me through and educated me so that my financial future was set up for me. I truly feel like he cares about each of his clients and really wants the best for them. Thank you, Kevin, and the Vida Financial team.”
“Kevin Moniz is a great advisor whom I have had the pleasure of dealing with for a number of years. His expertise and advice have always been very beneficial as he explains every detail clearly. I find that he always has his clients’ best interests at heart and with knowing that I feel very comfortable with my finances and investments with Vida Financial Group. Highly…”
“Michael Wine is a pleasure to deal with. He always provides a range of options and gets me the coverage I need at the best price. He's never tried to upsell me, and always works within my budget. Wouldn't hesitate to recommend Mike to my friends and family.”
“Michael helped my family set up a fantastic health plan that suits our needs perfectly. We are thrilled with the outcome! I highly recommend.”
“Michael is an amazing financial advisor. He is knowledgeable, he took the time to explain and answer all our questions. He ensured we were always up to date and advised us with care and compassion. It was a great experience working with him and we will gladly recommend him to our family and friends.”
“Kevin and his team at Vida offer exceptional service. They’re a tremendous group with a great deal of expertise in tailoring a financial plan that’s right for you and your specific needs. Their commitment to helping you succeed is second to none. Anyone looking for financial guidance and help should look no further than Vida Financial Group.”
“Kevin is a great advisor. Very thorough, thoughtful, and has great advice about finance and life in general! He is always available whenever I have any questions. I feel so much more comfortable about my future finances. Highly recommended!!”
“I have been working with Michael on my investment planning since 2021. Since I was new to Canada, Michael helped me do extensive research and allocate funds for both tax savings and investment growth. I highly recommend Michael for your financial planning needs.”
“We have been meeting with Kevin over the past few years, helping us with our financial planning. Kevin is always attentive and professional. Kevin always seems to be upgrading his qualifications and knowledge in order to stay current and provide the most up-to-date recommendations. He takes time to explain until we are comfortable with the plan. Thanks, Kevin.”
“Kevin M. has been helpful with getting my investments aligned with my financial goals as I work towards my retirement. His depth of knowledge and insight are greatly appreciated and needed as government rules and interest rates are always changing.”
“I was seeking assistance with my financial management that would help me avoid costs and focus on my goals. I know financial advisors aren't just for rich people and I knew that working with one was a great choice to help get my personal finances on track. For this, I want to thank Kevin Moniz for helping me achieve my long-term objectives.”
“Best decision I could make. Working with Vida has left me with financial comfort. Just knowing that my future will be secure. Not only with my retirement, but also with knowing my son will be taken care of in his future.”
“Kevin reviewed my portfolio and recommended a solution so we could maintain our current lifestyle. He made the whole process easy to understand leaving us very comfortable with our decision. We would recommend Vida Financial to anyone looking for honest financial advice.”
“Kevin is always a pleasure to deal with, well informed and very professional. I have recommended him to multiple friends and family. Having someone you trust assisting with financial advice is paramount.”
“Kevin has been great to work with. He's patient and breaks things down so that a novice like me understands how my money is working for me!”
“Kevin had great advice and many products for us to review. He got us a little more coverage after we had a baby for a fair price.”
“Since joining in 2020, Kevin has always been by the phone no matter what time or day to answer any questions. Kevin and his team are extremely helpful and professional!”
“Approachable, transparent, client-centric. Love working with Vida Financial Group. Would recommend!”
“Honest, direct and professional. Presented all options and communicated effectively. Couldn't have asked for more. Would strongly recommend.”
“Very much recommended, no complaints with Vida Financial Group at all. Have had Kevin's assistance setting up life insurance. Everything was set up perfectly and quickly!”
“Kevin is extremely personable and very knowledgeable. My wife and I recommend him always to all of our family and friends.”
“Kevin is great to work with, very knowledgeable, and makes the long process of getting insurance much easier!”
“Very personal service, all questions were answered in a timely manner. Easy to understand documents and breakdown of accounts.”
“It’s always a pleasure when Kevin comes to visit. I would recommend Vida Financial as he is very knowledgeable and pleasant. Thanks, Kevin.”
“Well rounded in all aspects of investments. That's what you need in a financial advisor.”
“Thank you, Kevin, for helping me obtain insurance. Greatly appreciate it.”
“It was such a great experience here. Very helpful information shared.”
“It was very professional.”
Insights
Investing
Why you should start contributing today, and practical ways to make the most of these two accounts.
Planning
Five practical moves to review your money habits, plan for taxes and finish the year with confidence.
Let's talk
Book a relaxed, no-pressure meeting. Bring your questions. We will start by listening.