The Financial Plan

Sean and Jason want you to consider a financial plan as a GPS, getting you where you need to go.  We take ownership in protecting you from the many risks associated with not being financial prepared by building a bulletproof plan which establishes realistic goals for a secure financial future.

Here at Growth Financial Corp

We are more worried about the downside than the upside when it comes to financial planning and we accomplish this by making sure there are no surprises or gaps in your plan which may become a catastrophic set back going forward.

There is no easy way to become financially secure, but there is a sure way to become poor. As Benjamin Franklin said, “If you fail to plan you are planning to fail”.

Our Team of Experts

Sean and Jason use planning software, regular meetings and open communication to put you in the driver’s seat.  We cover areas such as estate, retirement, vacation and education planning.

The tools to achieve your goals

You can own the best investment and insurance products available in Canada but if they are used in the wrong way, or for the wrong objective, they are counterproductive.  We create further value by using a systematic, bigger picture approach with the financial plan as the guide and the products as the tools to achieve your goals.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.