Residential and commercial mortgages, loans, lines of credit, consumer proposals paid, power of sale stopped, tax arrears or mortgage arrears, consolidation of credit card debt, br...more...See more text
We manage non-discretionary investment portfolios for private investors. We deliver our unique brand of investment management in various formats to provide customized solutions for...more...See more text
Your investments are as individual as you are. Once I fully understand your needs, and you feel comfortable with my experience and personal service, I will propose investment strat...more...See more text
Grand Financial Planning helps our clients to achieve their goals. With our proprietary software system, some of the best contacts in the business and a wealth of hands-on financia...more...See more text
You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so...more...See more text
We also leverage our private wealth management expertise to provide business retirement solutions to plan sponsors of 401k, 403b, 457 and defined benefit plans. We pride ourselves ...more...See more text