Investing includes short term needs and long term goals. Everything from saving for a major purchase a year from now, to saving for your largest lifetime purchase - your retirement. You will need to manage your investments carefully in order to maximize the returns and minimize the taxable gains so that at the end of the day more money ends up in your pocket than anywhere else. Grand Valley Financial Inc. can guide you along the way.

We will evaluate your current investment strategy, and work with you in developing a well diversified plan that is best suited to your overall investment needs. In addition, we will look at tax saving strategies including income splitting, RRSPs, corporate class funds and tax sheltered life insurance policies in order to maximize your real rate of return.

One of our strengths is the planning and implementation of an exit strategy for your retirement funds. We realize that some advisors are very good at accumulating assets for their clients but unlike Grand Valley Financial Inc., very few advisors have the foresight, patience and ability to develop a retirement income strategy to get at your investments tax effectively. Even if you're currently in retirement and drawing an income from your investments we can add value to your situation.

 

Take control of your tomorrow today and contact us now.

519-766-9363 || 1-866-885-9943 || info@grandvalleyfinancial.com