Why Vista

 I don't look to jump over 7-foot bars: I look around for 1-foot bars that I can step over. 
Warren Buffett

We have been helping families in the Okanagan and Kootenays achieve financial piece of mind for over twenty years.  The cornerstone of our investment philosophy is preservation of capital for our clients. We appreciate that most of our clients are affluent individuals who have spent a lifetime achieving financial independence; we are here to safeguard their years of hard work by ensuring their portfolios are managed in a responsible and consistent manner. Safety, coupled with superior performance is what you can expect from Vista Financial Group.

Vista Investment Portfolios

At Vista Financial Group we understand that every client is unique and has different goals for their wealth. We custom design portfolios to align with our clients goals, whether it is tax minimization, preservation of capital, income or growth.  To assist us in creating Vista Portfolios, we have direct access to an extended team of experts, who specialize in today’s Equity and Fixed Income Markets, Estate and Trust Services, Private Banking and Insurance. Our specialists in all areas of finance ensure we are delivering top notch advice to our clients.

We know how hard you have worked to get to where you are today – We will make certain you keep it. Contact us to see why Vista Financial Group is the right team to manage your wealth.

 
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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Vista Financial Group is a personal trade name of David Novak and George Tozer.