Wealth Management
Your family. Your wealth. Your future.
Integrated by Design
Why Integration Matters
It's not just about returns - it's about results that feel right.
When your financial, tax, and investment professionals work together behind the scenes, you gain more than coordination. You gain clarity, stability, and the confidence that everything is working together for your best outcome.
Starting with
Trust & Expertise
Your Certified Public Accountant helps build a holistic tax plan that supports your goals and sets a strong foundation.
Comfort &
Confidence
We Create a Unique
Goals-based Plan
Through a collaborative, step-by-step approach with your tax plan, your Chartered Financial Analyst and Certified Financial Planner® work together to build your financial plan.
And Provide Tax Efficient Investing
Portfolio Managers - who collectively hold Chartered Financial Analyst (CFA) and Chartered Investment Manager (CIM) designations - take a disciplined, quality-focused, sector-based approach to ensure your portfolio aligns with your goals, circumstances, and risk profile.
When everything is consolidated under one team, you save time, reduce costs, and avoid duplication - all while gaining a clearer financial picture.
How Our Integrated Team Makes the Difference
Real-Time Coordination
Experience real-time coordination from a team that collaborates with you and behind the scenes, eliminating the need to manage multiple conversations. Everyone stays aligned with your goals.
Proactive & Efficient Planning
We anticipate needs before they become issues, reducing paperwork and missed opportunities. Real integration means fewer moving parts and more peace of mind.
Smarter Tax & Retirement Strategies
Our coordinated insights uncover tax efficiencies and strengthen cash-flow planning, helping you avoid costly oversights and achieve better retirement outcomes.
Simplified Wealth Transfer
Your legacy is structured for smooth, tax-efficient transfer. We turn complex estate planning into clear, confident decisions.
A Complete Financial Perspective
Consolidating accounts saves time, reduces fees, and minimizes paperwork - giving you a centralized view for smarter decisions and fewer surprises.
Trust & Confidence
With GRK's commitment to doing what's right, integration delivers stability today and confidence for the future.
Our Pathway Process
Good Redden Klosler represents strong, solid solutions so clients are better protected from unexpected changes in life and business. This is why we have developed The Pathway Process:
Introduction
Collaboration and client engagement
- Explain Good Redden Klosler's services and the process of financial planning
- Outline client and planner responsibilities
- Review the engagement levels
Discovery
A review of your current financial situation
- Uncover your vision and what is important to you
- Complete the Gathering Tool (Outline of your goals, assets, liabilities, income, and expenses)
- Review and sign letter of engagement
Clarification
Confirm accuracy of information and direction
- Check accuracy and completeness of information
- Present preliminary assumptions
- Identify obstacles and opportunities
- Ensure the plan is in-line with your desired path
Presentation of Financial Plan
Observations, recommendations and action plan
- Present your customized financial plan
- Prioritize your action items
- Establish an appropriate review cycle
Implementation
Coordination of next steps for success
- Begin implementing the recommendations
- Coordinate the appropriate financial and legal professionals
Monitoring the Financial Plan
Follow up to review plan success
- Schedule updates to ensure progress
Advanced Financial Planning
Connection
Financial planning is essential for achieving long-term financial stability. It involves assessing your current financial situation, setting clear goals, and developing a tailored strategy to reach those objectives.
Technology
Our interactive planning software helps you visualize your financial landscape, making it easier to make informed decisions about savings, investments, and risk management.
Our technology makes it effortless for us to plan for even the most sophisticated client scenarios, presented in a user-friendly way that is easy to understand.
Portfolio and Investment Fund Manager
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 LLP Accountant and your GRK Wealth Management Financial Planner, your TriCert Investment Counsel's Portfolio Manager takes a quality sector-based (QSect) approach to tailor an investment management strategy that is specific to your unique circumstances designed to meet your goals and provide peace of mind through volatile markets.
TriCert Investment Counsel is registered as a Portfolio Manager with the Ontario Securities Commission (OSC) in Ontario, its principal regulator, and with each relevant securities administrator in all other jurisdictions across Canada. TriCert Investment Counsel is registered as an Investment Fund Manager in Ontario. Today, TriCert Investment Counsel proudly manages over $3 billion in assets on behalf of thousands of clients.
TriCert Investment Counsel is owned in part by Good Redden Klosler LLP. To learn more, visit TriCert.ca.
Ask Your Accountant About Our Integrated Services
Let's discuss how our team can help you achieve your financial goals with a coordinated, tax-efficient approach.
Schedule a Consultation