Achieve Your Financial Goals With Grand River Financial Solutions
Financial Planning | Mortgage | Tax Planning | Insurance
Our Mission Statement
Our objective and responsibilities are to understand you, your family, and your priorities and create a personalized plan that transforms your dreams and aspirations into realities.
What’s Important Right Now!
Throughout the year different topics are more important than others. Here we take a look at the hottest topics in your roadmap throughout the year.
April to June you should think about:
Current economy; mortgage and interest rates, buying vs. selling vs. renting, investing
Unlock the ability to refinance as your mortgage renewal approaches
The second year of First Home Savings Account (FHSA)
Is it available and how do I access it?
Can I use the FHSA in combination with the RRSP first time home buyers plan?
Tax Season / Deadline Approaching (Corporate and Personal)
Post secondary education planning - RESP’s
Also consider whether you’ve hit any major milestones along the roadmap of life on the right
Answers To Questions You Didn’t Even Know To Ask
You won’t always know exactly what to ask when it comes to finances, insurance, taxes, or mortgages. Our team recognizes how confusing money matters can be and will provide answers to the topics you might not have even considered.
A Local Presence
Our office is conveniently located in the Kitchener-Waterloo region. Do you really want an advisor that you can’t meet in person?
Our services
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Investment & Financial Planning
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Individual & Group Insurance
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Mortgage Advisor
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Business Risk & Taxation
Meet Our Team
“Elie has been awesome at helping my husband and I plan our financial future as well as our life insurance policies. We have no doubt he is trustworthy and very knowledgeable in his field. Very personable and easy to talk to. I highly recommend Elie.”
— Charlie Diniz, Long Time Client of GRFS
