Working Together
Our 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.
