I am an insurance and investment advisor.
What you see is what you get.
Shorts, sandals, dad jokes are what I am made of, but when it comes down to business the serious face comes on and you know what you are going to get and that is the inspiration to get you to where you want to go.
My methods may be out of sorts with Bay Street advisors and that is because I am not a Bay Street advisor. I may use Bay Street advisor tools in the same way many carpenters use Estwing Hammers, however we craft things differently.
Fred Schwed wrote a book many years ago called ‘Where Are the Customers’ Yachts?’ about greed on Wall Street. I wonder about the same question often, when I hear about people who have lost money, or are paying too much, or haven’t heard from their advisor and yet their advisor is living in a million dollar home, driving an expensive car, golfing twice a week, and can never return phone calls, all while the client struggles to put $200 per month away to save for their ‘retirement’ because that is what their advisor said they need to do…and that was nine years ago when they last met with them.
This is what Wright Wealth does differently. That is what I do differently.
Support local businesses. Support environmental initiatives.
Support small businesses globally. Support those who need support.
Be Inspirational.
If the table isn’t big enough, don’t turn someone away. Make a bigger table.
This is financial wellness done differently
As a Certified Financial Planner (CFP) I take a wholistic approach to financial planning. I offer a consultative approach to investment and insurance products which will move clients towards their financial goals. I am very pleased to offer investment solutions that also support a sustainable world. I offer an initial free 1/2 hour consultation for anyone seeking a second opinion on their investments or just seeking financial knowledge.
With my team of licensed associate advisors and admin staff we provide ethical financial planning and responsible investing advice to clients in Alberta, BC, and Ontario with over $250,000 to invest.
Natalie Grignon, RIAC, CDFA®, CIM® est conseillère en placement. Elle est dans le domaine financier depuis plus de 17 ans et elle détient plusieurs Licences, tel que Assurance Vie de l’Autorité des marchés financiers, Valeurs mobilières et options de l’OCRCVM. En tant que Certified Divorce Financial Analyst, elle travaille avec les avocats et médiateurs pour faire l’analyse financière des divorces. Sa passion est l’éducation financière est la raison de ses ateliers et son livre Richesse 101 pour ados. Elle a 3 enfants et elle consacre beaucoup de son temps en tant que bénévole pour une école sur la Rive-Sud.
I help my clients realize their retirement goals through socially conscious investing and financial planning.
Au-delà de la finance!
I have been part of the wonderful team at GFM Groupe Financier since it was created in 1996. At GFM Groupe Financier, we aim to be the leading independent financial services firm in Eastern Canada by focusing on our expertise and know-how, our attentiveness and understanding of our clients’ needs, and quality of life in business.
The firm’s values—integrity, proficiency, collaboration, and family—inform our interactions with clients and colleagues. Our clients are front and centre in our activities, and we implement solutions in line with their financial situation, their needs, and their goals. GFM has a Sustainable Development Policy to wich all each members subcribe.
In this regard, it’s important that our clients be able to invest in companies that uphold values of social responsibility and sustainability. As a Financial Planner (IQPF) and member of the Ordre des Administrateurs Agréés du Québec (Adm.A,), I want my clients to succeed and I believe that responsible investment contributes positively to financial performance as well as enhancing civic engagement.
I do my part by getting involved on a volunteer basis with various community organizations that are close to my heart: Cité de l’Or mining museum, Val-d’Or Hospital foundation, our regional sports and recreation organization, Val-d’Or Chamber of Commerce, the City of Val-d’Or’s 75th anniversary, the Val-d’Or Foreurs hockey team, and, more recently, a wine fair to benefit the local centre for advanced studies. I also contribute to my community’s vitality by providing financial support to youth outreach initiatives and projects to promote physical activity.
Daniel Massé and GFM Groupe Financier: Au-delà de la finance!
Whether you are just starting your career or in full swing of retirement, Kristel feels that it is very important for everyone to have access to financial advice and expertise. With over 15 years of financial industry experience and over five years of Financial Planning experience, she has extensive knowledge of all aspects of a client’s financial well-being. She focuses a great deal of energy on effective financial planning and is also fully licensed to endorse mutual funds and provide need-based Life and Health Insurance solutions. She specializes in socially responsible investment products. She continues to strive to provide all of her clients with every facet of financial planning to help them obtain their individual financial freedom.