Todd Grondin has been providing no-nonsense
investing and insurance advice since 1993.

He has been fortunate to serve many families
throughout Ontario and can help you understand
the sometimes complicated, time consuming task
of gaining financial independence for you and
your family.

Whether it's saving for retirement, your children's
education, building your dream home or just giving
the tax man less of your hard earned dollars,
Todd will put together a plan of action to help
you achieve your goals.

My relationship with my clients starts with the
development of a comprehensive financial plan to achieve their long-term financial goals. We cover the investment, insurance, tax and estate planning aspects of each situation.

My investment philosophy is essentially
conservative in nature. An investment portfolio is structured that will achieve long-term growth without undue risk. As a result, both my clients and myself sleep soundly at night.

Tax planning and minimization is a key component of the financial plan for most clients. Strategies such as income splitting, prudent use of leveraging,
and tax deferral are evaluated.