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How Can it Help You?

Some of the tools involved are specially designed questionnaires completed by you in direct consultation with us where we ask life-centred questions and not only financially centred questions.

There is a unique and required process to properly succeed in planning life financially. Some of the tools involved are specially designed questionnaires completed by you in direct consultation with us where we ask life-centred questions and not only financially centred questions.

The system aims to:

  1. Get acquainted and learn about your needs, concerns and aspirations.
  2. Listen to your unique perspective and identify your values and priorities.
  3. Envision your ideal life and together define your financial goals.
  4. Collate and analyze all the life-data collected and demonstrate how selected financial plans support your visions and goals.
  5. Continuously monitor, review and adapt the plan to ensure your goals are always currently addressed.

Want More Info?

Email us for more on our philosophies, services and practices today

 

Or Visit our main website RomanGroch.ca

1 - Mortgages provided by referral.

2 - Investia Financial Services Inc. does not provide income tax preparation services nor does it supervise or review other persons who may provide such services.

HollisWealth® is a trade name of Investia Financial Services Inc. and Hollis Insurance Inc. Mutual Fund products provided by HollisWealth are provided through Investia Financial Services Inc. Insurance products provided by HollisWealth are provided through Hollis Insurance Inc.