Financial Planning That's Right For You!
You deserve an advisor with whom you can trust. We'll provide you with the most comprehensive financial planning solutions that suits your needs.
Services You Can Count On.
Our guide to a multi-level financial planning solutions that makes sense.
Retirement Planning
Retirement planning is ideally a life-long process. It is the process of determining retirement income goals, and the actions and the decisions necessary to achieve those goals.
It includes identifying sources of income, sizing up expenses, implementing a savings program, and managing assets and risk.
Analyzing future cash flows must determine the retirement income goal. You can start at any time, but it works best if you factor it into your financial planning from the beginning.
That's the best way to ensure a safe, secure—and fun—retirement. The fun part is why it makes sense to pay attention to the serious and perhaps the tedious detail: planning how you'll get there.
"Someone is sitting in the shade today because someone else planted a tree a long time ago."- Warren Buffet.
Investment Planning
Investment Planning is a core part of financial planning. It's the process of matching your financial goals with your financial resources.
From assessing your risk tolerance to identifying your objectives and time horizon, you'll be able to identify the most appropriate asset allocations that fits to your financial goals.
If you do not have the time to do your investment planning, a financial planner like me can do what's best for you!
"The individual investor should act consistently as an investor and not as a speculator." – Ben Graham
Wealth Management
Wealth management is the utilization of processes, services and products designed to grow, protect, utilize and disseminate one’s wealth.
It provides solutions to a wide array of clients ranging from middle class to affluent, to high-net-worth and ultra-high-net-worth individuals and families. It is a discipline which incorporates structuring and planning wealth to assist in growing, preserving and protecting wealth, whilst passing it onto the family in a tax-efficient manner and in accordance with their wishes.
Wealth management brings together tax planning, wealth protection, estate planning and succession in a collaborative approach. As a Financial Planner, I can help you manage your wealth that make sense.
Tax Planning
Tax planning is a significant component of a financial plan. It is the process of analyzing a financial plan from a tax perspective.
The objective of tax planning is to make sure there is tax efficiency. Reducing tax liability and increasing the ability to make contributions towards retirement plans are critical for success.
With tax planning, one can ensure that all elements of a financial plan can function together with maximum tax-efficiency. I'm here to help!
"Next to being shot at and missed, nothing is quite satisfying as an income tax refund." – F.J. Raymond
Estate Planning
Estate planning covers all aspects of a person's financial affairs after his or her death and the management and distribution of assets upon the individual's incapacity.
In addition to reducing or eliminating uncertainties over the probate administration and maximizing the value of the estate by reducing taxes and other expenses.
Estate planning also involves the creation of a will and the appointment of executors and trustees. As a Financial Planner, I can help you manage your estate properly.
"Sometimes the poorest man leaves his children the richest inheritance." -Ruth E. Renkel.
Insurance Planning
Insurance Planning is a critical component of a comprehensive financial plan that includes evaluating risks and determining the proper insurance coverage to mitigate those risks. The principal goal of insurance planning is to identify and analyze risk factors in life and seek the right coverage to attain peace of mind if disaster strikes.
Carrying insurance is crucial, but an essential aspect is taking the appropriate type of insurance. Each person has different insurance needs tied to his/her unique situation, age, health, family structure, economic status, possessions, assets, and many other factors.
There are several forms of insurance, and there is no "one size fits all." (This is why we need the insurance planning!) Also, any significant change in life requires an immediate review of insurance planning to ensure the protection remains adequate. A financial planner like me will help you figure out your insurance needs!
"Give your child something more than you love – a lifetime financial security."
About Greggy Bartolome
I am Greggy Bartolome, Filipino, migrated in 2010 from the Philippines. I came here as a temporary foreign worker as a cook at Boston Pizza in Prince Albert, SK. I came here out of poverty and brought here a dream of having the financial stability to provide for his family. I have attained my residency and my Canadian citizenship together with my family. That is when I started to pursue my dream to become someone who's good at managing finances.
I have the passion to help others achieve their financial freedom. I used my knowledge and skills in business math to pursue my long-time dream and started as an Insurance broker in 2014. While doing my job of helping people, I have found that I needed to learn more in order to help more.
Jurisdiction Disclaimer: Greggy is a Certified Financial Planner®, Certified by FP Canada™ and Real Wealth Manager RWM™️ have full life insurance licensed in the provinces of Saskatchewan and Ontario
Why Partner with Greggy?
Here's few reasons why you should partner with a highly professional like him.
Trustworthy
He has a duty to act diligently with fairness and provides an honest and transparent fiduciary benefits to his clients.
Competent
He has the necessary ability, knowledge and skill to do something successfully. Committed to provide unbiased advice.
Personalized and Holistic Approach
He is dedicated to provide advice that is solely specific to each individual and looks at the biggest picture.
Awards
We dig deep to unlock insight, then turn it into action.
We help our clients build the capabilities that help them achieve sustainable advantage.
Let's chat so we can learn more about each other and see if I would be a good fit to help you with your financial goal!
"Life is complicated and figuring out how to reach your goals can be overwhelming. There’s an endless amount of information out there and it can be hard to even know where to start. I simplify complex financial matters for my clients and look at their whole picture to help them build a plan that lets them Live Life Confidently."
What My Clients Say About Me
I'm satisfied with Greggy's service. And Greggy is professional, in a way, he calls and update you regarding your investment, and other services.
-Karen Anggaco - Happy Client ⭐⭐⭐⭐⭐
Greggy is professional and knowledgeable in his field. He is very thorough and detailed. Highly recommend him.
-Maya Laxamana - Happy Client
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Very good and reliable, he deliver and explained well the way I want to understand the policy. I strongly recommend him as a good financial advisor.
Rizalina De Guzman - Happy Client
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Greggy is always helpful and always available when I have a question regarding my policy. He is very professional, friendly and care about his clients and I highly recommend him.
He always responds quickly to all my questions and concerns. He's been great about getting all he needs to know about the situation and present me with insurance options that meets my needs and with great rates I highly recommend him.
-Janet Laxamana - Happy Client ⭐⭐⭐⭐⭐
Greggy Bartolome has been my Financial Advisor for three years now. He is accommodating and offered financial advice based on my parent's investment objective and family needs. My parents are the payor, and I am the beneficiary.
I was just 18 years old when I signed up for my financial need. What I like best is, Greggy keeps regular contact even in his busy schedule.
He is very knowledgeable and professional. He clearly explains my options as a young adult. My parents and I feel that he genuinely cares for us! For this, we are so thankful. He's excellent at what he does.
Toto Louis Centina - Happy Client
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