Grand Valley Financial Inc. is your professional financial services firm. We have over 18 years of combined advisor service working with clients like you, helping them to achieve their goals and dreams. Whether you need personal or business advice, we are able to serve you. In order for us to better serve your needs we always try to understand what it is that you'd like to accomplish.
By doing so, we are able to provide you with professional advice, tailored to your specific need. We don't use a "cookie cutter" approach. No matter where your goals and dreams lead us we will create, manage, revise and maintain your financial plan to help you get you there.
By doing so, we are able to provide you with professional advice, tailored to your specific need. We don't use a "cookie cutter" approach. No matter where your goals and dreams lead us we will create, manage, revise and maintain your financial plan to help you get you there.
Services
Grand Valley Financial Inc. has a variety of investment products available. All of which serve their own individual purpose and all of which can be integrated into your financial plan. We deal with a variety of investment fund companies and other financial institutions in order to give you the best product and service possible.
Financial products and services are designed to meet the goals of your financial plan, from saving for your child's education using an RESP, or saving for retirement using RRSPs and TFSAs. I have access to broker the very best life insurance, investment and retirement income products in the market that can meet your individual and business planning needs.
Volatility and risk are different concepts, but both have a role in determining your investment success. Volatility is simply how much the market will increase or decrease, whereas risk is the amount of loss or gain you are willing to accept. The volatility of your investments is often a result of the level of risk you are willing to accept.
Financial strategies are both tactically short- and medium-term processes; while simultaneously taking the long-term strategic view for retirement; potential critical illness and long-term care protection; and estate planning. It is a process that we engage in mutually as client and professional advisor, to aim for and achieve your life goals via professional management of your financial affairs.
When a founding owner desires to retire within 10 or 15 years, Succession Planning may be necessary today. We can help you plan to sell, or to pass the company on to the children or another key-person successor while reducing capital gains taxation. Key business leaders can assure that they are covered with both disability insurance to replace income, and life insurance to meet capital needs and cover liabilities such as company debt.
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