Finances made simple

because life is complicated enough

Financial and Investment Planning – Grow Your Wealth
At GYW, we understand that you work hard for your money and that you want to enjoy today and your future! This is just not about budgeting or saving, it's about understanding taxes, dues, and making better decisions about cash, financing, paying down debt, investing or taking that family trip.

Cash Flow & Purchasing Decisions

At GYW, we understand that you work hard for your money and that you want to enjoy today and your future! This is just not about budgeting or saving, it’s about understanding taxes, dues, and making better decisions about cash, financing, paying down debt, investing or taking that family trip.
As financial planners, we have a complete picture of your financial affairs. We work hand in hand with your accountant or tax preparer to maximize your tax savings by identifying the right strategies through RRSPs, TFSAs, insurance vehicles, corporations, private health plans, and more - to give the greatest returns now and down the road.

Tax Planning

As financial planners, we have a complete picture of your financial affairs. We work hand in hand with your accountant or tax preparer to maximize your tax savings by identifying the right strategies through RRSPs, TFSAs, insurance vehicles, corporations, private health plans, and more – to give the greatest returns now and down the road.
Understanding what could derail your financial plan before it happens, and taking active steps to mitigate the financial damage in case of an unexpected event is a crucial part of a solid plan. We help you explore a range of possibilities and advise you on the right strategies to protect against these risks through emergency funds and insurance solutions.

Risk Management

Understanding what could derail your financial plan before it happens, and taking active steps to mitigate the financial damage in case of an unexpected event is a crucial part of a solid plan. We help you explore a range of possibilities and advise you on the right strategies to protect against these risks through emergency funds and insurance solutions.
No matter what stage of life you’re in - planning your estate will avoid unnecessary hardship for your loved ones. Our comprehensive planning approach informs the proper set up of your will, power of attorney, and medical directive.

Estate Planning

No matter what stage of life you’re in – planning your estate will avoid unnecessary hardship for your loved ones. Our comprehensive planning approach informs the proper set up of your will, power of attorney, and medical directive.
We believe that the best investment portfolio prioritizes the security of your capital. We design and implement strategies to make sure that you avoid the big mistakes and generate realistic returns to support your specific goals.

Investment Planning

We believe that the best investment portfolio prioritizes the security of your capital. We design and implement strategies to make sure that you avoid the big mistakes and generate realistic returns to support your specific goals.
We give you clarity on what you can expect to receive from the Canada Pension Plan and Old Age Security. We help you plan for your target retirement date and desired lifestyle, so you can get on track to maximize your own savings through RRSPs, TFSAs, real estate, work pensions and other investments.

Retirement Planning

We give you clarity on what you can expect to receive from the Canada Pension Plan and Old Age Security. We help you plan for your target retirement date and desired lifestyle, so you can get on track to maximize your own savings through RRSPs, TFSAs, real estate, work pensions and other investments.
Many parents and grandparents recognize the importance of a post-secondary education for their children’s future. We show you how to save and to help your children and loved ones have the freedom to pursue their dreams and succeed without stress.

Education Planning

Many parents and grandparents recognize the importance of a post-secondary education for their children’s future. We show you how to save and to help your children and loved ones have the freedom to pursue their dreams and succeed without stress.

Live a financially abundant life

Certified Financial Planner®

Shyam Ganesh

Certified Financial Planner® & CEO
Investment

Anusha Subramannian

Investment & Planning Analyst
Marketing Strategist

Venu Gopal

Executive Assitant

First Time Homebuyer’s Guide

Buying a home is one of the biggest investments you will ever make.

Financial and Investment Planning – Grow Your Wealth

What Clients Are Saying

  • Professional, Knowledgeable and Amazing Client Care

    Shyam is an erudite financial coach and a very amicable professional. I have been availing his services since 2016. He is very knowledgeable and is able to diligently and patiently explain financial basics that is easily grasped and understood. Always prompt to answer our queries and find time for us to discuss our progress and next steps. I would undoubtedly recommend Shyam to be your coach and see a positive difference in your portfolio!!

    Jees J
    Manager
  • Peace of Mind and Financial Goal Vision

    Shyam Ganesh has helped my husband and I understand how our spending, saving, investing and insurance policies can work together to provide peace of mind while achieving our long-term and short-term financial goals. He helped us fill gaps in our insurance coverage by leading us through the cash flow in hypothetical scenarios where one of us is disabled or deceased. I recommend Shyam Ganesh with Growth Your Wealth to anyone looking for comprehensive financial advice.

    Katie G
    Business Owner
  • Clients Interest and Financial Well-being First

    Shyam's desire to see his clients grow their wealth (both as a mindset and in financial terms) is immediately apparent. I am certain his clients' interests will always be foremost and he will help them learn, reach security and go way beyond.

    Rob B.
    Actuary and Fitness Consultant
  • No Pressure Financial Coach

    If you are thinking of a mid or long-term financial plan that can evolve to adapt to your changing priorities and life requirements and you don't quite know where to start, I highly recommend the services of Shyam Ganesh. You will not get pressure from Shyam. He is a patient listener, not a fast talker, totally focused on your needs. I have known Shyam for close to two years now and, with him, it's not been about making a quick sale, his focus has been on helping my wife and I get a clearer view of our current situation and a stronger handle on our financial future. I have found him to be very knowledgeable on all aspects of personal finances and investment sources and methodologies. It is without hesitation that I endorse Shyam in his capacity as a Financial Coach.

    Jean-Guy
    Senior Environmental Consultant
  • Great Financial Advice

    They helped us with our financial planning and insurance needs. Very dedicated to your success and very friendly, punctual staff! Highly recommend!

    Jonathan Sturgeon
    CEO
  • Perfect Planning Skills

    The team handled our financial planning activities professionally and approached them proactively. Also responded very effectively with any of our financial-related questions and concerns. I am very satisfied.

    Ganesh Viswanathan
  • Great Communication

    Shyam is awesome. Perfect advisor for Investment and Insurance. Shyam answers all our questions anytime with more patience.

    Thanks Shyam.  Great job..... Keep it up...!

    Nithyaashree Somasundaram
  • Very Skilled

    Shyam is excellent at what he does and he thinks for us like us. Glad to have him for our needs.

    Magizhvendan Sekar
  • Never Misses a Beat

    I like Shyam’s attention to detail and help with making a clear and workable financial plan, tailored to my needs

    Jane Schmidt
  • Recommended to Everyone

    Shyam at Grow Your Wealth Financial Planning is a great guy.  He helped me with some insurance needs and found me a fairly niche product.  I thought it would be more expensive so I was pleasantly surprised that he was able to get me such an affordable product. He's a personable person who really seems to be knowledgeable.  I'd definitely recommend him.

    Ryan Dick
  • Very Informative

    Very productive and informative meeting.

    Manjula Ganesh
  • Fantastic Financial Advice

    Shyam is attentive and intelligent in his profession. I was unsure about seeking help but have found that we have incurred much knowledge and many savings. Hiring a financial adviser is the best step to answering your questions and ensuring the best financial choices.

    Thanks Shyam!!

    Angela Grant
  • Fantastic Financial the Right Way

    I've had the pleasure of working with Shyam over the past year.  The results have far surpassed what I expected. I have gained so much clarity and general knowledge on all fronts of my finances and Shyam makes it light and easy to understand. He came highly recommended to me by more than one person and I am always looking for the chance to pass his expertise along to a friend. We have tackled some easy action items to quickly make money work for me as well as created plans to move forward with my goals in a much more safe and effective way and with clarity. We have covered everything from more valuable insurance policies to hacks for controlling and monitoring day-to-day spending and so much more. I'm looking forward to continuing to build with Shyam. My only regret is not having done this sooner!

    Luke Paron
  • Clear Advice

    Provided clarity on what services they provide.

    Empowering Health Journeys
  • A Great Service

    Shyam is so easy to work with. Love that we can do everything remotely and at times that work for a busy family! I would recommend Shyam to anyone.

    Amanda Swales
  • Will Recommend Anytime

    My wife and I have been working with the Grow Your Wealth staff since 2014 and have used all of the services offered except the Educational Planning.

    I can say firsthand that the client service is outstanding. Prompt replies to questions, timely notification of changes that can impact our financial situation, and well-thought-out suggestions on portfolio improvement are just a few examples. We have used a few other financial planning companies in the past and my wife and I were less than impressed. We always felt left out of the loop with regard to what our investments were doing. This is not the case here. The Team at Grow Your Wealth goes out of their way to ensure we not only know what’s going on, but understand it.

    Everyone wants to make money with their investments, that’s why we invest. However, not every horse is a winner. Having a sound plan to deal with both is what sets this company apart. The risks of each investment we have made were carefully explained and we have done well for the most part. On the few occasions where things did not pan out as well as we had expected, a plan was put in place to recover and move forward.

    I have recommended this company to my close friends and will continue to do so. The service is amazing, the advice is sound and the staff care about what they are doing.

    Mike S
  • Honest and Hard Work

    Highly professional and honest. I strongly recommend him.

    Ravi Varman Pichandi
  • Works With Any Schedule

    My wife and I have been working with Shyam and his team for about 6 months now. From day one, the experience was very personal and customized based on our current situation and financial goals, whether they are 2 or 20 years away. We were quite financially structured before, but every step with Shyam we are continuing to learn and increase our financial structure and confidence. My wife and I also have business opportunities that have recently come up. Shyam always make time in our meetings to discuss how those are progressing and has plenty of knowledge and advice to help us through those transitions, which is much appreciated. We would highly recommend Shyam and Grow Your Wealth to anybody and everybody who cares to have a more successful financial future.

    Ryan Taylor
  • Great Support

    Very good support. Understands needs and comes up with various alternatives and suggestions. Found to be quite professional and knowledgeable

    Jayadev Devulapally
  • Highly Recommend

    Shyam has been our financial adviser for the past three years and we are extremely happy with his services. Shyam is very professional and sincere and is always available whenever we have any questions. What's more important is that he has the knowledge, experience, and expertise to make sure everything is done properly and with your family’s best interest at heart. Highly recommend!

    Anusha Srinivasa
  • Great Financial Support

    Providing superlative financial planning services and consistently in tune with client's long-term goals.

    Brian Kenney
  • Dedicated Work

    Shyam has been my financial advisor for the past year.  I'm a smart, overachieving engineer, who was already financially savvy before meeting Shyam.... so the fact that he gained my trust and respect as a financial planner says a lot about the level of care and attention he gives his clients.  He goes above and beyond to listen to his customers' needs and to meet them where they are at in terms of financial knowledge.

    I would recommend Shyam to any of my family and friends, without hesitation.  He is smart and dedicated and knows his stuff.  In short, if you are looking for a competent, financial planner that you can trust, give Shyam a call.

    Rebecca Pinto
  • A Fantastic Service

    Excellent customer service.

    Ganesh Subra
  • Very Useful Advice

    Very helpful and knowledgeable.

    Alkarim Shamsy

Salary Vs. Dividend E-book

Buying a home is one of the biggest investments you will ever make.The process of buying a house can be both exhilarating and frightening at the same time, as there is so much that goes into it. First time homeowners need to know how to start their homebuying adventure safely and that means knowing how to maximize finances and how to avoid common mistakes.This First Time Homebuyers Guide will teach you everything you need to know to make the homebuying process as smooth and enjoyable as possible.

Book about Financial and Investment planning
Financial and Investment Planning – Grow Your Wealth

Our home bases are in Fort McMurray and Edmonton, Alberta areas, however

 WE OPERATE A VIRTUAL PRACTICE AND SERVE CLIENTS THROUGHOUT CANADA.

Contact Us

Thanks for your interest.  Contact us directly to find out how we can put our financial expertise to work for you!

Contact Us

(780) 747-1248
clientcare@growyourwealth.ca

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