Financial Planning Canada

Financial planning is the process of setting and achieving financial goals through a systematic approach to managing one's finances. It involves assessing an individual's current financial situation, identifying their financial goals, and creating a plan to achieve those goals. Financial planning typically covers various aspects of personal finance, including budgeting, savings, investments, insurance, tax planning, retirement planning, estate planning, and risk management.

Our Granite Financial wealth professionals are committed to help you identify your short- and long-term financial goals, in order to create actionable strategies. We develop a customized profile to better understand your priorities and create a wealth management plan to ensure that you reach your financial vision.

Wealth Management Services Canada

Wealth management services Canada refer to comprehensive financial services that are designed to help individuals and families manage their wealth, investments, and financial affairs to achieve their long-term financial goals. Wealth management typically caters to high-net-worth individuals (HNWIs) or ultra-high-net-worth individuals (UHNWIs) who have complex financial situations and significant assets to manage.