Mission Statement

“By listening to our clients and understanding their unique financial needs, we develop and implement personal financial plans that enable the achievement of their goals through the growth and preservation of their wealth.”
 

Working Together

Financial planning is a lifelong process. At Grand Financial Planning we can work with you to create a comprehensive plan that addresses your long-term goals, while ever mindful of your short-term needs.

We can help you achieve a more peaceful and secure future by:

• Understanding your immediate and long-range financial needs
   
• Providing individually customized, well-researched advice
   
• Offering a broad range of superior products and services.

If your needs include comprehensive financial planning, retirement planning, investment management or estate and multi-generational planning, we have the resources to assist you.

We look forward to working with you to find those paths to success. Our goal is to help you achieve your goals. As independent financial planners, we shop the market to ensure you receive the product best suited to your needs.

The Grand Planning Process includes the following modules:

• Net Worth Analysis
• Cash Flow Analysis
• Disability Needs Analysis
• Education Planning
• Retirement Planning
• Tax Planning
• Estate Planning
• Business Succession Planning
  

We can implement your Grand Plan with a wide range of products including:

• Investments
  • RRSPs/RRIFs/LIRAs/LIFs/LRIFs/RESPs
  • Mutual Funds
  • Linked Notes
  • GIC's
  • High Yield Savings Accounts
• Insurance
  • Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Long Term Care Insurance
  • Travel Insurance
  • Segregated Funds
  • Annuities

Note: Mutual funds are qualified for sale only to residents of the Province of Ontario.