Meet the L.I.F.E. Team

An essential element in our approach is to ensure that our clients are informed about the products and services we offer, including their benefits, risks and fees. With over 40+ years of wealth management and financial services, we bring unsurpassed experience to the table and play an integral leadership role to all our clients as they embark on the phases of L.I.F.E.


Education: We include our designations in our titles to help clients better understand the depth of our experience. The length of time a person has been in the industry, their expertise and many educational courses are needed to obtain certain designations.


If an advisor represents that she or he has special expertise, or if an advisor tells you that he or she has a certain designation or certification, ask questions so you fully understand their background and expertise. We have invested a lot of our time and effort to earn some of the highest designations in our industry. Our experience and credentials allow us to provide a seasoned well rounded approach to your entire situation. 


The link here allows you to go to the CSI website to obtain more information on the designations that we have on our team.

Vicki Cook, B.Comm, CIM®, CIWM, FCSI

  • Portfolio Manager & Investment Advisor

    I am a Portfolio Manager who truly appreciates the opportunity to make a genuine and meaningful difference in the lives of the families I work with. When working collaboratively with my clients, I bring a solid perspective grounded on sound investment solutions based on my 17 years of experience, relevant education and extensive industry credentials, as well as an open and caring approach.


    I am committed to providing relevant and impactful solutions for my clients now and into the future. I believe that tax-efficient income, portfolio protection and moderate growth are the most important virtues of a successful financial plan. With a seasoned understanding of the needs of professional individuals, small business owners and people who are approaching retirement, I offer actively managed wealth management programs composed of diversified solutions tailored to each client’s individual needs. In other words, I focus on and help you manage what matters most to you.

  • Education & Credentials

    I believe it’s important to be well-educated in the complex environment of the financial services to ensure I can offer the best advice to my clients. As such, I have achieved several industry specific designations and licensing that includes a Level II insurance† license as well as the Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM), and Fellow of the Canadian Securities Institute (FCSI) designations. 

    This means I provide my clients with a variety of investment and insurance solutions in the context of their big picture, or L.I.F.E. plan. 


    I also have a Bachelor of Commerce degree with a specialty in Entrepreneurship from the University of Victoria, which not only helps me professionally, but also makes me acutely aware of the concerns of entrepreneurs in general – making it easy to work with other business owners.

  • More about Vicki

    When not advising our clients I spend my time at the ice arena helping out with my son’s hockey team. I started a competitive women’s volleyball league in Victoria, and I am active in operating and playing in the league. In the summer you will find my family and I out on our boat called the “Sea Link” enjoying what the west coast has to offer!

Jan-Delle Toker

  • Administrative Assistant

    I am the Administrative Assistant who joined the team in 2013. I brought with me a wealth of banking and financial experience from my previous career. I spent 15 years as a Customer Service Specialist in the banking sector which provided me a great deal of knowledge and experience in taking great care of clients. 


    Today, I especially enjoy the opportunity to work with a select number of families where I can really get to know them and deliver the exceptional service I know they expect and deserve. Whether it is answering the telephone, booking appointments, opening new accounts or helping you navigate your accounts online – I am here to help.

  • More about Jan-Delle

    In my spare time, I enjoy taking my children to their different sporting activities, such as soccer and volleyball. I really enjoy participating in their various school events throughout the year. In the fall & winter months, I help run and play in a competitive women’s volleyball league.

Mike Harrington, CFP, CLU, TEP

  • Estate Planning Specialist

    Mike’s focus is to make families aware of the financial options they have, to maximize how much of their wealth is available to them and put them more in control of how their legacy gets passed to the next generation.


    He works with clients of Ventum Financial Corp, through their advisors, and specializes in identifying tax and estate planning opportunities which often include: the timing of receiving different types of income, tax deferral, maximizing government tax credits and retirement income, trusts, estate freezes and insurance.


    He is a firm believer that financial planning and investment planning are unique to every situation and must go hand in hand to create holistic wealth management for each client. 


    Mike has spent most of his 10+ years in the industry working with high-net-worth clients across Canada. Mike graduated with a commerce degree from McMaster University and has since completed Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Trusts and Estate Practitioner (TEP) designations. A consistent learner, he is also studying to complete the Family Enterprise Advisor (FEA) designation this year. 

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Maureen and I worked very hard to make our money. We certainly know how to spend the money but uncertain how to invest it. We have been with Vicki, Ron and Jan-Delle for approximately 15 years and they take a genuine interest in us and our lifestyle. Their expertise and attention have really impressed us and the advice they give us is really appreciated. We also value the friendship we have with them.

Maureen and Ron C. – Edmonton, AB

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