What services do you offer?

We offer financial planning, investment strategies, life insurance planning, retirement savings (RRSP), post-secondary education planning (RESP), tax strategy planning, individual tax preparation, bookkeeping, business solutions and more.

How do I start working with Grand River Financial Solutions?

Simply contact us to schedule a free consultation where we’ll discuss your financial goals and outline a tailored plan to help you achieve them.

What is the Life Roadmap?

Our Life Roadmap is a personalized plan that guides you through each stage of life, from building savings and investments to planning for retirement and legacy.

How do you handle client confidentiality?

We prioritize client confidentiality and adhere to strict privacy standards, ensuring that your information is always protected and secure.

Do you offer services for business owners?

Yes, we provide financial solutions for both individuals and businesses, including business succession planning, employee benefit plans, and more.

What’s the difference between an RRSP and a TFSA?

An RRSP is primarily for retirement savings with tax-deferred growth, while a TFSA offers tax-free growth on a wider range of savings goals.

Can I get a financial plan if I have a modest income?

Absolutely! We believe financial planning is for everyone. We’ll work with you to build a plan that fits your current income and future goals.

How often should I review my financial plan?

It’s recommended to review your plan annually, or whenever you experience a major life change, such as marriage, a new job, or retirement.