Insights & Resources

Supporting Growth. Providing Direction.

Interactive tools, calculators, and resources to help you make informed financial decisions

Personalized Ontario Tax Preparation Checklist

Tell us about yourself for a customized document list

About You

Income Sources

Deductions & Credits

Are You Psychologically Prepared for Retirement?

Take this quick quiz to assess your emotional and psychological readiness for retirement

1. I have a clear vision of what I want my retirement life to look like.

2. I have hobbies and interests that will keep me engaged in retirement.

3. I have a strong social network outside of work.

4. My identity is not strongly tied to my career or job title.

5. I have discussed retirement plans with my spouse/partner (if applicable).

6. I can easily adapt to new routines and lifestyle changes.

7. I have clear goals and purposes for my retirement years.

8. I am confident in my financial preparation for retirement.

9. I look forward to retirement with excitement rather than anxiety.

10. I have considered how I will maintain a sense of purpose in retirement.

Integrated Wealth Management

Seamless coordination between accounting, financial planning & investments to maximize financial efficiency, reduce tax burdens, and secure your future

Integration Delivers Results

Why Integration Matters

Good Redden Klosler's integrated approach means your accounting, tax, advisory, and wealth management professionals work as a team. This ensures all aspects of your financial life are coordinated, maximizing opportunities and minimizing risks.

Coordinated Strategy

All financial decisions aligned with your overall goals

Tax Optimization

Strategies coordinated across all areas to minimize tax burden

Wealth Preservation

Comprehensive approach to building and protecting wealth

Team Expertise

Access to specialists across all financial disciplines

Learn More About Our Integrated Approach

Retirement Resources

Videos and guides to help you prepare for a fulfilling retirement

3 Secrets to Retirement

The 3 Secrets to a Fulfilling Retirement

Discover the three key secrets to achieving a happy, secure, and stress-free retirement.

Retirement for High Achievers

Retirement for High Achievers

Learn how to redefine purpose, stay mentally engaged, and transition smoothly into retirement.

Happiness Portfolio

Building Your Happiness Portfolio

Discover how to invest in your well-being, relationships, and personal growth.

InFocus Podcast

Listen to our latest insights on financial planning and wealth management

Listen on Spotify

Portfolio and Investment Fund Manager

Professional investment management through our partnership with TriCert

Through a referral arrangement, GRK Wealth Management offers you direct access to TriCert Investment Counsel's portfolio management services. Seamlessly working with your Good Redden Klosler accountant and financial planner, your TriCert portfolio manager takes a quality sector-based (QSect) approach to tailor an investment management strategy specific to your unique circumstances.

TriCert Investment Counsel is registered as a Portfolio Manager with the Ontario Securities Commission (OSC) and manages over $3 billion in assets on behalf of thousands of clients.

TriCert Client Portal MyPortfolioPlus Learn More at TriCert.ca

Ready to Take Control of Your Financial Future?

Let our integrated team of experts guide you to financial success

Schedule Your Consultation