A survey conducted by Manulife between May 9th and June 3rd revealed that about half (51%) of Canadians feel they are falling behind on retirement savings and 59% of those who retired early wished they had saved more. You can read more here: https://shorturl.at/IZ4bh Please reach out if you'd like to look at your retirement plan or would like to start saving today www.gvwealth.ca #startearly #retirementplanning #gvwealth
GrandView Wealth Inc.
Financial Services
St Catharines, Ontario 7 followers
Building your financial future together
About us
You have dreams and at GrandView Wealth, we have the tools to help you reach them. Our St. Catharines Financial Planner team is here every step of the way. Our approach is simple: we get to know you, learn about your hopes and dreams, and then we craft a financial plan that fits just right.
- Website
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www.gvwealth.ca
External link for GrandView Wealth Inc.
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- St Catharines, Ontario
- Type
- Self-Owned
- Founded
- 2023
- Specialties
- Financial Planning, Investment Planning and Portfolio Management, Insurance Planning, Family and Education Planning, Retirement and Estate Planning, and Group Benefits
Locations
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Primary
80 King St
615
St Catharines, Ontario L2R 7G1, CA
Employees at GrandView Wealth Inc.
Updates
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Imagine a mortgage that adapts to your life, when you need it most. It may sound like a dream, but Manulife One, the all in one mortgage, line of credit, and bank account, gives you flexibility when you need it. Find out more about how you can save on interest, pay down debt, and manage cash flow: https://shorturl.at/DtCEr Please reach out to us at www.gvwealth.ca if you would like more information. #manulifeone #financialplanning #gvwealth
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As the end of the year is quickly approaching, there may be some tax and planning strategies to consider. This article goes through some of the timelines and deadlines to be mindful of. https://shorturl.at/1ecBs If you have any questions or would like more information, please contact us at www.gvwealth.ca #financialplanning #tax #gvwealth
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TFSA's can be an excellent savings vehicle; however, consideration should be given to who can best benefit from using them as well as why and how you could use them. Here's a great article: https://shorturl.at/B7c5B Please don't hesitate to reach out to us for more information: www.gvweath.ca #tfsa #savings #gvwealth
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What does your retirement look like? Will you travel more, spend summers at the cottage, or take up a new hobby? The first step of retirement is to determine the lifestyle you want, the second is to start a financial plan that will get you there. Read more here: https://shorturl.at/LAYVK Book an appointment now to create your personalized Financial Plan: www.gvwealth.ca #retirementgoals #financialplanning #gvwealth
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Each year, September 30th marks the National Day for Truth and Reconciliation. The day honours the children who never returned home and Survivors of residential schools, as well as their families and communities. You can find more information here: https://shorturl.at/5KDpA #NDTR #TruthAndReconciliation #OrangeShirtDay #EveryChildMatters
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Wishing you a wonderful year ahead! We hope you have a great weekend celebrating with your friends and family! #happybirthday #celebration #birthdaycake
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If you plan to spend a period of time out of the workforce to raise your children, you might wonder how that could affect your Canada Pension Plan (CPP) benefits. You can find some great information here: https://shorturl.at/l90eU #financialplanning, #gvwealth
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Mutual funds and segregated funds are two popular investment choices for good reason. Here's a short video explaining some of the differences: https://lnkd.in/dzG7gwBU You can learn more about these investment options and find out what is right for you here: https://ow.ly/6zEK50SWcEW #mutualfunds #segregatedfunds #investing #gvwealth