Portfolio Optimization With GRFS
Investment Planning
Investment Risk and Volatility
Our financial planners will help you address investment risk and volatility by evaluating your risk tolerance, diversifying your portfolio, and allocating assets strategically. Continuously monitoring and rebalancing your investments, providing education on market behavior, and emphasizing a long-term perspective to discourage impulsive decisions during market fluctuations. Additionally, we will introduce alternative investments to enhance diversification and stability, all with the goal of optimizing your financial strategy while mitigating unnecessary stress and anxiety.
Retirement Solutions
The GRFS team prides itself on it’s ability to create well thought out retirement plans custom to every individual that walks in our doors. We continue to work with families, businesses and individuals with a wide array of retirement needs. We consistently build a retirement plan that takes into account your lifestyle, goals, career, and more.
You can see our retirement planning process here
Investment Planning
An investment plan is a structured financial strategy outlining an individual's or organization's approach to investing their money with specific goals in mind. It typically includes defining financial objectives, risk tolerance, and a time horizon. Based on these factors, an investment plan outlines the asset allocation strategy, which determines how funds are distributed among various investment vehicles like stocks, bonds, real estate, and more. The plan also specifies the investment timeline, contribution frequency, and methods for monitoring and adjusting the portfolio as needed.
Individual Pension Plan
An Individual Pension Plan (IPP) is a tax-advantaged retirement savings vehicle designed primarily for incorporated business owners, professionals, and key employees of a corporation. It offers a more significant retirement benefit than a traditional Registered Retirement Savings Plan (RRSP) and is typically established by an incorporated entity for the benefit of an individual. Contact us to learn about the minimums associated with an IPP!
Investment planning can be restated as the process of creating a strategy or roadmap for how to allocate financial resources towards various investment options in order to achieve specific financial goals.
“Elie was recommended to me at a time when I needed a greater degree of financial guidance. He answers all my questions, and I have confidence that he has my best interests at heart. I think he’s doing a great job for me, and would certainly recommend him to others.”
— DIANE P., GRFS CLIENT
Wealth Management and Tax Reduction
The GRFS team is dedicated to helping you feel confident about your wealth. The reduction of taxes and optimization of your portfolio plays a major role in that! Our team will help you structure your plan with unique tax reduction opportunities.