Grandmaster
Financial Planning
Intellectual Honesty – Logic Will Prevail.
About Us
We are a Private and Independent Financial Planning Boutique, helping people with the different facets of their financial life. From career launch to estate planning. We do the planning and offer the products to achieve your goals.
What differentiates us is the depth of our analysis. We give value from the start, using comprehensive financial strategies based on solid financial and probabilistic mathematics foundations and a wide array of products to support.
We are true independent thinkers and strategists!
The Four Elements of Comprehensive Planning
Risk Management
Effective financial planning anticipates not only the highs but prepares for the unexpected lows as well.
- Insurance Options
- Emergency Fund Establishment
- Liability Assessment
Cash Flow Planning
Retirement planning is about setting a course for a comfortable and secure retirement.
- RRSPs and TFSAs
- Retirement Planning
- Pension expertise
Tax & Estate Planning
A common oversight in wealth management is equating the rate of return on investments with true wealth growth, neglecting the critical effect of taxes.
- Tax Reduction Strategies
- Estate Preservation
- Legal Aspects of Estate Planning
Investment Management
Portfolio management is the art of selecting and overseeing a collection of investments that align with your financial goals, time horizon and risk tolerance.
- Diversification strategies
- Asset allocation models
- Performance monitoring and rebalancing
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