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GRAND RIVER
WEALTH MANAGEMENT
FOCUSED ON
RETIREMENT INCOME
Turning savings into a lasting lifestyle.
We help you retire confidently, with a plan that makes the most of what you’ve built.


COMMON QUESTIONS WE ANSWER
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How do we make savings last while enjoying retirement?
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How do we prepare for long-term care without becoming a burden to family?
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What’s the best way to maximize CPP, OAS,
and investment income?
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I don’t understand my pension statements.
Can someone explain how my investments are doing and what they’re really worth?
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I have investments in different places. Is there a way to see everything in one list, including who the beneficiaries are?
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Can you help us organize our tax information
for our accountant?
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How do we set up our Estate to
manage taxes and probate?

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