About

Grand River Financial Solutions, based in Waterloo, offers comprehensive financial planning, investment strategies, life insurance, retirement (RRSP) and education (RESP) planning, tax reduction strategies, and business solutions. Their Life Roadmap personalizes financial guidance through life stages, emphasizing confidentiality and tailored plans for modest incomes. They serve both individuals and business owners, providing services like bookkeeping, employee benefits, and succession planning. The firm prioritizes client relationships and trust, with advisors like Elie Nafekh and Lisa Lishman leading personalized, tax-focused financial advice.

Products & services in Kitchener

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Keywords

financial planner

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