The Value of Advice
Your world is constantly changing and understanding how or if it affects you can be overwhelming. That’s why the value of advice is more important than ever before. We will work together to identify what's important to you, and help set your goals to give you the confidence in a plan that meets your needs today and for your future.
Financial Planning
For anyone who would like an unbiased assessment to their financial health and receive recommendations, we provide this service. At Grace Wealth, we believe if you are serious about managing your finance, you should have access to a professional financial planner’s help at a reasonable price. There is no obligation to invest with us.
- Initial goal finding and information gathering meeting
- A comprehensive financial plan
- An investment Proposal
- Plan presentation and Q&A
Investment Solutions
The reason one seeks professional asset management instead of doing it all on his/her own, is for the benefit of a disciplined and well-structured approach. This is exactly the value Grace Wealth brings to you, professional management. We are not looking for short term extraordinary gains but seeking long-term consistent returns with a focus of minimizing volatility. With the various tools available, we build a portfolio that would best match your objectives and risk tolerance.
- Portfolio options and diversification
- Guaranteed Investment Certificates (GICs)
- Registered Retirement Plans (RRSP, RRIF)
- Registered Education Savings Plan (RESP)
- Tax-free Savings Account (TFSA)
- Stocks, Bonds, ETFs, mutual funds, etc.
- LIRA, LRIF, LIF
Fee-based compensation
Premier Investment Program -- a fee-based approach: At Grace Wealth, we believe the advisor’s compensation should align with our client’s interest. We are paid for growing your portfolio, not by generating more transactions. Our securities dealer Manulife Wealth Inc. has developed the Premier Investment Program. It provides transparency, flexibility, and tax deductibility.
Banking Solutions
Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your goals.
