Sergio Vial, CFP
A financial advisor with over 20 years of experience, Sergio has been assisting business owners, self-employed professionals, individuals and families develop sound financial and estate plans. He and his team have dedicated themselves to hard work and providing full service to each and every client. This has allowed his practice to expand through personal referrals. Working with a network of highly skilled professionals, he is dedicated to providing quality advice and integrated wealth management solutions that simplify the lives of his clients.

Sergio completed the Canadian Securities Course (CSC) 1989 and has earned the CERTIFIED FINANCIAL PLANNER certification. He is a member in good standing of the Financial Planners Standards Council (FPSC).

Born and raised in Westboro and a resident of Manotick since 1991, Sergio is married and has two adult children. He is an avid cyclist, skier and golfer. Sergio supports charities such as Habitat for Humanity, End Breast Cancer, The Snowsuit Fund, Children's Wish Foundation and CAN FUND (Canadian Athletes Now) as well as being involved in several community and cultural activities.