Vito Poletto

Vito Poletto,

BBA, CFP®

WEALTH ADVISOR

My passion is creating genuine relationships with clients and assisting them through their unique financial journeys.

Vito Poletto – My Story

Formerly a professional athlete playing soccer in Europe and at the highest levels in Canada, I know how much grit it takes to set lofty goals, achieve those goals, and work on a team. This passion led me to obtain a soccer scholarship at Trinity Western University, where I earned the U-SPORTS All-Canadian Award and graduated with distinction in Corporate and Personal Finance.

Outside of the office, you can find me in the kitchen with my amazing wife cooking homemade Italian pizza or at the newest restaurant with our friends and family. When we’re not building relationships over great food, we serve weekly in our local community and church. I have found serving to be one of the greatest sources of joy in my life.

Education

  • Certified Financial Planner® (CFP), Financial Planning Standards Council
  • Certificate in Advanced Investment Advice (CAIA®), Canadian Securities Institute
  • Certificate in Advanced Financial Advice (CAFA®), Canadian Securities Institute
  • Advanced Investment Strategies (AIS®), Canadian Securities Institute
  • Wealth Management Essentials (WME®), Canadian Securities Institute
  • Canadian Securities Course (CSC®), Canadian Securities Institute
  • Life License Qualification Program (LLQP®), Insurance Corporation of British Columbia
  • Bachelor of Business Administration (BBA), Trinity Western University

Client
Testimonials

Over 25 years of working with Legacy Family Office has given us the confidence to make informed decisions that have seen us succeed through all of life’s transitions, including moving on from our professional business lives into an amazing retirement where we are living the life we’d always dreamed of – without worry.

– Alan and Margaret