CFP®, FCSI, FCUIC, RIS
Currently more focused on Estate Planning.
Over 20 Years experience, helping clients improve their financial well-being, specializing in Estate, Retirement and Tax planning. Located in Etobicoke at the 427 and Bloor.
As a serial entrepreneur, the majority of my career has been developing creative and much-valued products and services for the funeral and financial services industries. With two estate settlement kits and countless public speaking engagements under my belt, I've helped hundreds of thousands of people throughout North America fulfill the important duties during one of life's toughest times - the death of a loved one.
I'm here if you encounter any estate related questions/situations that you may be unsure of. Feel free to share them with me and I promise to return with succinct and easy to understand answer.
I look forward to connecting and helping you support the families you serve.
“Experience proves that Balance, Diversification, Time and Good management are the recipe for successful investing”
So true, with helping and enjoying the accomplishments with my clients and includes everything I personally try to accomplish in my everyday living.
I enjoy being active, coaching minor hockey and having lots of giggles, laughs, hugs and kisses with family and friends.
A good relationship with an advisor can help take the complexity out investing.
Investment Process
-understanding your financial goals, obstacles and interests
Investment Beliefs
-maintain objectivity, manage risks, and tax-smart investing
DFP
Dementia Friendly Professional
We know, given the aging population, this will occur with some clients. Advancing age is the number one risk factor for such conditions as dementia and Alzheimer’s disease
I create a safe and trusted practice / environment to prepare my clients along with family members in dealing challenges with financial management.
At Professional Investments
"We plan the creation, enjoyment and transfer of multi-generational wealth, for motivated people."
With over eight years of experience in the financial services industry, Grace is a dedicated and knowledgeable Financial Advisor committed to helping clients achieve their financial goals with confidence and clarity. She hold the Qualified Associate Financial Planner™ (QAFP), Chartered Life Underwriter® (CLU), and Certified Executor Advisor (CEA) designations, demonstrating a well-rounded expertise in financial planning, insurance, and estate advisory services.
By integrating advanced planning strategies with a client-focused approach, Grace provides personalized, comprehensive financial advice tailored to each individual’s unique needs and goals. With a strong commitment to ongoing education and excellence, Grace is well-positioned to support clients through all stages of their financial journey.
I provide financial planning services to clients, work with their other professionals, implement investment and risk management solutions, and provide ongoing monitoring, accounting for life events and changes in objectives.
My investment dealer is Manulife Wealth Inc.