VFG Wealth

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VFG Wealth Helping families and businesses manage financial risk. A unique approach - ask us about it! Mutual funds are offered through Investia Financial Services Inc.

At Vancea Financial Group, we don’t believe in a one-size-fits-all approach to financial planning. We believe that to help reduce risk and maximize wealth we must build a relationship with clients that allows us to create the perfect strategy for each individual. That means managing risk on a level that goes beyond assessing your investment risk tolerance or the riskiness of a particular investment. It means understanding the inherent risks in your current financial strategy...and the risk in NOT investing in the products and services that best fit your financial profile.

Last week, Dino Ferrera, Trevor Neeb and Gesi Commisso attended the Investia Financial Services National Business Confer...
10/15/2026

Last week, Dino Ferrera, Trevor Neeb and Gesi Commisso attended the Investia Financial Services National Business Conference in St. John’s, Newfoundland.

It was a great opportunity to step away from the day-to-day, connect with fellow industry professionals, exchange ideas and gain fresh perspectives.

We always appreciate opportunities like these to continue learning and bring new insights back to the clients and families we work with.

Thank you to Investia for a great conference and a warm Newfoundland welcome!

10/14/2026

For financial advisors, building a successful practice is one thing. Deciding what you want the next five or ten years of it to look like is another.

Maybe you want to grow. Build a stronger team. Spend more time with clients. Create more room in your own schedule. Or start thinking seriously about succession and what happens to the business you’ve worked so hard to build.

Those conversations look different for every advisor.

At VFG Wealth, we’re building a place where independent advisors can keep what matters about their practice – their client relationships, their approach and their identity – while gaining the support of a larger team around them.

If you’re starting to think about what’s next, take a look at what we’re building at VFG.

Learn more: https://bit.ly/3Rqe4Xv

We’re grateful for family, clients, and the moments that matter. As we head into the long weekend, we’re appreciating th...
10/09/2026

We’re grateful for family, clients, and the moments that matter.

As we head into the long weekend, we’re appreciating the simple things: shared meals, familiar traditions, and time spent with the people who make life feel grounded.

From the VFG team and our families, we’re wishing you a Thanksgiving filled with good food, good company, and a chance to slow down and enjoy the season.

Happy Thanksgiving.

If you were suddenly unable to manage your finances or make important personal decisions, who would you trust to step in...
10/07/2026

If you were suddenly unable to manage your finances or make important personal decisions, who would you trust to step in?

It’s not an easy question, but it’s an important one.

A Power of Attorney allows you to name someone you trust to act on your behalf if circumstances ever prevent you from making important decisions yourself. The authority you give them can cover financial matters, personal care decisions, or both.

It’s also something that can easily be overlooked. Many people have a will in place and assume their estate planning is complete, without considering what would happen if they became incapacitated during their lifetime.

Having the right documents in place can make an already difficult situation much clearer for the people who may be called on to manage your affairs or make decisions on your behalf. (And don’t forget – it's important that your Power of Attorney understands your wishes ahead of time and is prepared for the responsibility that comes with their role.)

We see estate planning as so much more than paperwork. It’s part of a broader conversation about protecting your family, your finances and the plans you’ve worked hard to put in place. Not sure if your estate plan is in tip-top shape? We’re here to help. We can also work alongside your legal and tax professionals to help ensure all the moving pieces fit together. Reach out today and let’s get started.

A great Sunday morning spent moving for a great cause! 👟💙 Yesterday, members of our team laced up for Stratford’s premie...
10/05/2026

A great Sunday morning spent moving for a great cause! 👟💙

Yesterday, members of our team laced up for Stratford’s premier 5K event - and we were proud to sponsor it, too.

Beyond being a fun way to get out, get moving, and enjoy a beautiful route through Stratford, this annual event supports the incredible work of The Local Community Food Centre helping people in our community access good, healthy food and build valuable cooking and gardening skills.

We’re always happy to support initiatives that bring our community together and make a meaningful difference close to home. A big thank you to the organizers, volunteers, fellow sponsors, and everyone who ran, walked, cheered, and helped make this year’s Stratford 5K such a success!

And of course, a special shoutout to our VFG crew for crossing that finish line!

Today is a day to reflect on the realities of Canada’s residential school system - not as distant history, but as experi...
09/30/2026

Today is a day to reflect on the realities of Canada’s residential school system - not as distant history, but as experiences that continue to shape Indigenous families and communities today.

It’s a reminder that learning, listening, and acknowledging truth are ongoing responsibilities. Reconciliation grows from awareness, compassion, and a willingness to understand experiences that may not be our own.

🧡 Every Child Matters.

There was a little extra celebrating for the VFG team this weekend! 🥂💍 Our very own Nikki Davidson tied the knot with he...
09/28/2026

There was a little extra celebrating for the VFG team this weekend! 🥂💍

Our very own Nikki Davidson tied the knot with her partner Scott – and a few familiar faces from VFG were lucky enough to be there to celebrate with them!

It was such a fun night filled with lots of laughs, dancing and, most importantly, celebrating the happy couple. ❤️

Nikki and Scott, we couldn’t be happier for you both. Wishing you a lifetime of love, laughter and many more reasons to celebrate!

Congratulations, newlyweds! 🥂✨

✨ Team spotlight: Meet Samantha Lewis-Davis Since joining VFG Wealth in 2023, Samantha Lewis-Davis has brought strong cl...
09/23/2026

✨ Team spotlight: Meet Samantha Lewis-Davis

Since joining VFG Wealth in 2023, Samantha Lewis-Davis has brought strong client service experience, organization, and care to our Woodstock office. With a background in executive administration and frontline financial services, she helps keep our team running smoothly while building meaningful relationships with clients.

☕ What’s your go-to coffee (or tea) order?

A decaf iced shaken espresso with oat milk.

🧭 What led you to join the financial services industry – and VFG Wealth specifically?

I first entered financial services through a co-op placement at a credit union head office while studying Executive Administration at Fanshawe, which confirmed my interest in the industry. After graduating, I continued in a frontline role at another credit union. I knew I wanted to stay in finance while using my administrative background, and VFG felt like the perfect fit: a local, relationship-driven environment where I could grow my skills and make a meaningful impact.

🩵 What do you enjoy most about your role and the clients you work with?

I enjoy the variety — no two days are the same. I value the opportunity to problem-solve, think critically, and collaborate with people both internally and externally. I also really enjoy building relationships and finding meaningful solutions that make a difference for our clients.

🤝 At VFG, client experience is everything. What does “service that goes beyond expectations” mean to you?

Being proactive and forward-thinking. It’s not just about meeting a client’s needs in the moment; it’s about showing up every day with the mindset of delivering thoughtful, personalized support that truly adds value.

3️⃣ If you could only use 3 words to describe VFG Wealth, what would they be?

Ethical. Knowledgeable. Proactive.

🐶 🐶 When you’re not working, where can we find you?

Kayaking down the Thames, exploring local trails with my dogs, Ruby and Minka, or gathered around the DnD table with friends.

Samantha’s commitment to thoughtful service and building strong relationships reflects the values we strive to live every day at VFG Wealth. We’re grateful to have her on our team!

Proud sponsor!
09/22/2026

Proud sponsor!

***Silver Sponsor***
Vancea Financial – Trevor Neeb
Thank you for being one of our Silver Sponsors. We truly appreciate your support. Your continued commitment has helped keep the Stratford Fair going strong year after year. Because of supporters like you, we can continue providing memorable experiences for our community. Thank you for helping make the fair a success.

Employee benefits are one of the most meaningful investments organizations make in their people. But there’s a common ch...
09/21/2026

Employee benefits are one of the most meaningful investments organizations make in their people.

But there’s a common challenge many employers encounter: employees don’t always recognize the full value of what’s available to them.

📊 According to the 2025 Benefits Canada Healthcare Survey, just 53% of plan members say they understand their benefits “extremely well” or “very well.” While that’s an improvement from 47% last year, it’s still well below the 65% reported in 2018 when the question was first asked. Another 37% say they understand their plan only “somewhat well.”

These numbers don’t reflect a lack of interest from employees. More often, they reflect the reality that modern benefits programs have become more robust and complex.

Health spending accounts, mental health supports, paramedical coverage, retirement savings plans, and wellness programs can deliver tremendous value. But if employees only encounter these features when they need them, it’s easy for the bigger picture to get lost.

➡️ That’s where clear communication and education can make a meaningful difference.

When organizations take the time to explain how their programs work through onboarding sessions, simple reminders, or periodic education, employees often begin to see their benefits very differently. The same plan suddenly feels more relevant, accessible, and valuable.

For business owners, that shift matters. When employees understand the support available to them, benefits programs become more than a line item in a compensation package: they become a visible investment in people’s well-being.

That’s why we help our business clients design cost- and tax-efficient benefits programs - and ensure employees understand how to make the most of them.

Because the greatest opportunity isn’t always changing the plan.

It’s helping people understand the one they already have.

Address

216 Huron Street
Stratford, ON
N5A5S8

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 1:30pm

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