About Grand River Financial Solutions
Our Team
FINANCIAL SECURITY ADVISOR, INVESTMENT REPRESENTATIVE
Elie Nafekh
My goal as a financial security advisor is simply to do well for clients. My primary interest is always in building relationships. My belief is that the same consideration should be given to those at the onset of a financial security plan, as is given to clients with complex business and personal holdings. Among the many services I provide are estate planning, plans for personal and business interests, ensuring long and short-term financial strategies and tax reduction strategies are addressed. The most important thing is that these support structures are in place, helping provide us the luxury to live for today knowing we are prepared for tomorrow.
Email — Phone: 519-572-7699
Jessica Gee Advisor Support Associate
Tyler Raymore Certified Financial Planner
Diana Nickel Bookkeeping
Anita Stephens Life Insurance Advisor
FINANCIAL SECURITY ADVISOR, INVESTMENT REPRESENTATIVE
Lisa Lishman, CFP
My goal as a financial planner who specializes in tax reduction planning is to focus on what's important to clients. I believe strongly in planning well to live well. A keen understanding of what clients’ need and want is key to achieving their financial and personal goals. I believe that trust is crucial to good financial planning, and I am proud to have many long-term client relationships. I am a Certified Financial planner with nearly 20 years experience in financial strategizing and tax reduction planning. I often say that I wear three hats, and they're all related. These are insurance, investments and tax reduction planning.
Email — Phone: 519-589-1054
Michelle Gammage Advisor Support Associate
Tony Bekavac Mortgage Intelligence
Reducing your stress
We prioritize in-depth needs analysis for every client, uncovering crucial concerns and opportunities.
Our financial security planning method delves into key areas of your financial life, focusing on your priorities, including tax reduction, budgeting, insurance, risk management, savings, and investment strategies.
We expect this integrated process to evolve continuously, maximizing your outcomes across all areas of life. Our goal is to build an enduring, confidence-based relationship, empowering your financial future.
GRFS Process
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Meeting number one is all about learning and providing value to you right away. We strongly believe in two things; getting all the information possible and providing you with all the information in return.
What we mean by that is we want to know all about your current financials, goals, long-term future, etc. In return we want you to know about the current options and quick value adds that can help you get there.
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During this meeting our team has had time to dig further into your custom portfolio. Now with a thoroughly developed set of recommendations that we can present to you.
What steps you can take today, tomorrow and in 10 years. How each option will benefit or hurt. Every detail you need to start making the right choices. Oh! And of course the ability to simply ask away on all your questions.
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At this stage, we are thrilled to say that we are building our relationship. And, just like our relationship, your portfolio is always evolving. That means we need to stay on top of your goals and plans to ensure we get where need to be.
Sometimes it’s a small change like a raise, other times it’s a big jump like a new addition to your family!
We set up regular / recurring meetings to make sure we are always on top of your questions and aligned with your goals.
Check your plan.
We create custom plans built for you and your family.
Does your financial, insurance, or retirement plan instill confidence? Fill out the form with your information and we’ll be in touch shortly.