905-735-5555

next

Why our method is different

Each unique person has different and equally unique plans for the future. With a life-centred goal to strive for, the financial plan can have a proper purpose.

Planning Life Financially stops the usual "fixation only on the money" from determining your life plans. In most financial plans, the overriding concentration is on figures, markets and levels of investment. While this is important, each unique person has different, equally unique, plans for the future. With a life-centred goal to strive for, the financial plan can have a proper purpose.

  • Unique, human needs require well thought-out solutions from a Human-Based-Business
  • Future lifestyle goals are the important criteria for you - not the financial goals, which are the means, not the end.
  • Going through the process can often bring your wants and needs into sharper focus, whereas before they were less defined.
  • Having a financial advisor who understands your life goals and can produce and maintain a plan to that exact end is critical to actually achieving your life's goals!
  • The process of Planning Life Financially fits in with our ethical values as defined in the 4 Way Test.

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.