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Financial Planning Process BrantfordOur goal is to help you achieve your goals.

As a Financial Planning firm that provides independent financial advice, we shop the market to ensure you receive the products best suited to your needs.

The Grand Plan Process builds a personalized financial plan including 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/TFSAs
  • Mutual Funds
  • GICs
  • High Yield Savings Accounts
  • Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Long Term Care Insurance
  • Segregated Funds
  • Annuities
  • Group RRSPs
  • Group Benefits

Note: Mutual funds are qualified for sale only to residents of the provinces of Ontario, British Columbia, Nova Scotia, New Brunswick and Quebec.

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