Our Story
ABOUT US
Kingsview Financial, offers a unique one-stop approach to traditional, comprehensive financial planning. Our team of professionals is committed to assisting you in navigating through the financial waters of life, emphasizing the relationship between financial stewardship and peace of mind.
We are celebrating our 35th year of serving families in the GTA, Hamilton, Burlington, Oakville, Mississauga and the Niagara Peninsula.
MISSION, VISION, & VALUES
MISSION
Kingsview Financial exists to help you. Within a safe and friendly environment we can help you and your loved ones navigate today's complex waters of financial planning. You will learn the principles of sound money management as we show you how to attain the peace and contentment in your financial life that belong to you and will encourage you to share your experience with others.
VISION
Kingsview Financial sees every relationship with those whom we serve, be they new or established relationships, as extraordinary, unique and special; simply put - providential at the core. We are more deeply committed than ever, to receive and serve each relationship with the greatest of love, competence, compassion, and creativity, totally committed to excellence in rendering our financial planning service.
The centre of this vision is the call to love and serve God and others; and to lead many into the deepest relationship they can have with Our Triune God. This is the Vision, Purpose and Mandate (Calling) of Kingsview Financial.
VALUES
At Kingsview Financial, we strive to demonstrate the love and compassion of God through our sensitivity to your needs through honesty, competency, creativity and professional excellence and integrity.
- You have a right to financial peace and freedom.
- Whatever your financial circumstances, we will assist you in attaining financial freedom in your life.
- We offer you a uniquely comprehensive needs assessment, planning and implementation model to make your financial planning achievable.
- You will have the ability to secure, with maximum freedom of the market place — access to a very wide variety of financial products and services that can be tailored to suit your individualized/customized financial plan.
- You will learn about the benefits and privileges of greater financial stewardship.
- You will be encouraged to discover the use of your time, talents and treasures for the purposes of improving the quality of your life and improving the lives of those around you.
- We pledge to do our best to honour God in all that we do by respecting you, helping and serving you by celebrating life and operating in an atmosphere that continually gives thanks to God for the privilege of serving you in the calling He has set before us.
OUR TEAM
LORI VACCA
Co-founder/Manager/President
LORI VACCA
Lori is entrusted with the ongoing vision of the firm. She oversees the overall operation including the unique and evolving needs assessment and implementation model for comprehensive financial planning which has become an industry leader. She is also responsible for other office administration, including business accounting, tax preparation, payroll, and assisting in technology development.
HELEN MCCULLOCH
Manager Marketing/Planning Administrator
HELEN MCCULLOCH
Assistant to Lori, Helen assists in the marketing effort. All referrals and appointments should be directed through Helen. Helen is also responsible for the expediting, placing and maintaining of the administration related to financial products and services placed with us, with an emphasis on insurance and investments.
DOMINIC AGRESTA
Senior Planner
DOMINIC AGRESTA
CFP, Certified Financial Planner
Assistant to Lori, Dom assists with clients, as well as planning creation, delivery and implementation. Dom will be able to answer questions related to planning issues as they relate to families at various stations in life.
ALISON HANNAM
Service Representative
ALISON HANNAM
Assistant to Lori and Dominic, Alison is responsible for the administration and daily paper flow for investments. Service and investment related questions may be handled by Alison.
CHRIS ZIMMERMAN
Associate Planner
CHRIS ZIMMERMAN
Assistant to Lori, Christopher assists with clients, as well as planning creation, delivery and implementation. Chris will be able to answer questions related to planning issues as they relate to families at various stations in life.
BRAD T.
Associate Planner
BRAD T.
Assistant to Lori, Brad assists with clients, as well as planning creation, delivery and implementation. Brad will be able to answer questions related to planning issues as they relate to families at various stations in life.
CHRISTINA D'ANGELO
Reception/Assistant
CHRISTINA D'ANGELO
Reception and Assistant to Lori, Dom and Helen, Christina will greet and direct clients' queries to the proper team member. She also assists with day to day operational activities of the firm.
OUR HISTORY
Armando David Vacca was 19 years old when his father died. He quickly learned that his family was not prepared for that event and had done little to plan for the future. This was the beginning, the genesis, of a calling to help families plan for all aspects of their financial future.
After graduating from Hamilton's Mohawk college with Honours in Business Administration, as well as obtaining the necessary licensing and accreditation, Armando, in 1988, opened Money Concepts (Stoney Creek) and after five years changed the name of the firm to one that bears his family name - A.D. Vacca & Associates Financial Planning Group. Then the name evolved into A.D. Vacca Financial and finally, in the fall of 2015, took on the name of it's main companion firm -- Kingsview Financial. Kingsview Financial serves as the Financial Planning Division of Kingsview Financial Assurance Inc. As the firm enters into it's 29th year of operation, it is committed to receiving those referred to them as well as serving over 1,400 families from various walks of life from Southern Ontario and points beyond.
Armando was both a Certified Financial Planner (CFP) and Registered Financial Planner (RFP). He was also an on-going member of Advocis (formerly Canadian Association of Financial Planners), the Financial Planners Association (FPA), the Independent Financial Brokers of Canada (IFBC), the Canadian Association of Pre-Retirement Planners (CAPP), member of the Canadian Council of Christian Charities (CCCC) and founding member of Advisors with Purpose.
He had served as the Founder/President of the Hamilton / Niagara Chapter of the Canadian Association of Financial Planners (now Advocis) during it's first two years. Armando had also been featured in "Success Stories - Business Achievement in Greater Hamilton and Beyond" and it's sequel "Enterprise 2000 - Embracing the New Millenium." He co-authored "The Magic of Success - Financially Fit for Life" and was a contributor to "He's Alive II - Stories of Faith Conversion and Renewal."
Armando had various speaking engagements during the year and has been a frequent guest of Christian radio's WDCX 99.5 FM and Christian Television's 100 Huntley Street.
You may have heard Armando on Radio as he’s also hosted two radio programs, the “Kingview Financial Corner – with A.D. Vacca” A regular 15min segment on Saturday mornings, on Christian radio’s WDCX FM 99.5. that aired for well over a decade and the "Financial Foundations For Life" Radio program on Hamilton's hometown Radio 900 CHML. It aired Sunday mornings at 8:30 am for a few years. Armando would present to various church congregations and parishes on Biblical Stewardship of finances on a regular basis.
COMMUNITY PARTNERS
Focus on the Family Canada
At Focus on the Family Canada, we offer practical, helpful, and accessible resources to Canadians. We have a heart for God and for our neighbours. It is our aim to show Christ's love to men, women, spouses, parents, grandparents, teens, and children across our nation.
www.focusonthefamily.ca
Promise Keepers Canada
The vision for Promise Keepers is rooted in Jesus' message of genuine brotherly love in John 13:34, "A new command I give you: Love one another. As I have loved you, so you must love one another".
www.promisekeepers.ca
Natonal Right to Life
The National Right to Life Committee was founded in 1973 in response to a United States Supreme Court decision released on January 22 of that year, legalizing the practice of human abortion in all 50 states, throughout the entire nine months of pregnancy.
www.nrlc.org
Halton Alive
Halton Alive, established in 1974, is a registered educational charity. We are a non-denominational, non-partisan human rights organization whose mandate is to educate the community with the facts on Life issues.
www.haltonalive.ca
Bread of Life Renewal Centre
As a major part of our effort to provide materials to enrich the spiritual lives of our members and supporters, we publish The Bread of Life magazine six times a year. Rev. Dr. Peter Coughlin, editor, along with the managing editor, Mrs. Christine Labrosse, and the many contributors, work diligently to produce the magazine members receive six times a year.
www.thebreadoflife.ca
Kidsfest Canada
KidsFest Canada is a non-profit organization committed to helping bridge the gap between the haves and the have-nots amongst Canada 's children. Through education, we provide the building blocks necessary for elementary aged children to break the vicious cycle of generational poverty.
www.kids-fest.ca
Citykidz
City Kidz is a Hamilton (Ontario, Canada) based program that works with inner city kids, where one in three children live at or below the poverty line.
www.citykidz.ca
The Living Rock
The Living Rock Ministries is a non-profit, inter-denominational Christian outreach founded in 1985. It exists for the purpose of reaching the displaced youth of society and the Church, offering an opportunity to make an informed and honest response to the claims of Christ and reviving and restoring purpose for life. Our current outreach has evolved into a centre for street youth, located in downtown Hamilton
www.livingrock.ca
Hamilton Dream Center
Our goal at "The Hamilton Dream Center" is to be light in a darkened place. We believe that by meeting the felt needs of the community we will be shining a light in a dark place.
www.hamiltondreamcenter.ca