VFG Financial Group is a full service financial planning firm committed to providing individuals and corporate investors with fully integrated solutions to their insurance, investments, retirement, income replacement, education, estate and tax planning needs. We offer a full range of financial products and services including one-on-one counselling and comprehensive financial planning. VFG Financial Group is a well-respected financial planning firm that prides itself on its strong ongoing relationship and trust with its associates and clients alike.
Within a competitive environment, VFG Financial Group provides its associates with an extra edge. This edge is provided by way of leading edge, technology-driven systems, exclusive marketing support programs, continuous development programs, and opportunity planning workshops. By assisting the independent associates in creating new opportunities, our partnership continues to grow stronger with the focus on individual clients’ financial planning needs.
In addition, VFG Financial Group provides services to small, medium and large sized businesses for group benefits and retirement programs. VFG Financial Group also provides a full range of investment products (Segregated Funds) from the top insurance companies in Canada.
Helping you succeed is our business – Aiming for excellence and differentiation through education!
We would like to extend an invitation to independent AGA practices to exploring the benefits of aligning with us. Our philosophy is to help you build a stronger business. We look forward to earning the right to your business.
Maria Xavier, B.A.
Vice President, Contracting and Compensation
or e-mail: mxavier@versatilefinancial.com
As Managing Director, Maria is responsible for overseeing the day-to-day operations, with focus on recruitment, contracting, compensation, supervising brokers, logistics, office technology, organizing broker events, and liaising with the insurance carriers to ensure a superior customer service experience.
Maria’s education, skills, and extensive knowledge in the financial sector make her the ideal individual to provide excellence and differentiation to VFG Financial Group’s associates and clients alike.
Maria’s primary goal is to continue to build and maintain VFG’s great reputation, to differentiate in the marketplace, and to provide superior client & advisor satisfaction.
A. Don Xavier
Chief Executive Officer, Compliance, Training & Development
He has written 3 Canadian best-selling self-help books:
- Motivational Cycles to Successful Selling
- Unleash the Magnet in You
- How-to Remove Your Success Blockers
He also authored the Inspiration Sales Management Mastery Program titled, Boost the Value of your Business.
His ideas, principles, techniques and real-life examples are inspirational and can be implemented by anyone, in any industry, immediately.
Don’s goal is to help people alter their conditioning and change their habitual way of thinking and behaving in order to achieve more in their life and business.
In the past 20 years, he have spoken to thousands of sales professionals across Canada, the USA, the Caribbean, Europe, Africa and Cabo Verde Islands.
His clients include TED Talk, Triple 7 Real Estate, Cabo International Partners, C.E. Credits.ca, Pro-Seminars, Advocis, Industry Events, MGA’s, AGA’s, Mutual Fund Dealers, Insurance Companies, Schools, MLMs, the General Public, Governments, Rotary Clubs, Churches and Company sales professionals.
He educates utilizing his own personal experiences with ideas and strategies for permanent, positive, lasting change. Daily, he strives to transfer enthusiasm, positive energy and positively influence as many people as possible.
With over 30 years of experience, Don provides his leadership in the area of compliance, marketing, distribution, operations, sales, training, development. Don leads in elevating the advisor experience with VFG, ensuring that we meet our Corporate pledge to be the MGA of choice for independent advisors.
Rosilda Xavier, B.Comm
President, Director of Marketing
or e-mail: vfgadmin@versatilefinancial.com
Rosilda is dedicated to providing support to our business partners with all aspects of business processing, settling and information on in-force business.
Her main responsibilities includes administrator/receptionist, processing & settling all new business, servicing in force business, pending business, ordering & follow-up on medicals, email inquiries, ICS and mail, boardroom scheduling, website and social media maintenance, and graphic design.
Rosilda’s goal is to continue with the VFG motto of building a great reputation, differentiating and providing 100% client satisfaction. She looks forward to speaking and assisting all of the VFG contracted independent brokers and new ones coming on board!