{"id":381,"date":"2023-12-08T20:38:09","date_gmt":"2023-12-08T20:38:09","guid":{"rendered":"https:\/\/growyourwealth.ca\/?page_id=381"},"modified":"2024-02-23T20:33:24","modified_gmt":"2024-02-23T20:33:24","slug":"planning","status":"publish","type":"page","link":"https:\/\/growyourwealth.ca\/planning\/","title":{"rendered":"What we do"},"content":{"rendered":"

[et_pb_section fb_built=”1″ disabled_on=”on|on|off” _builder_version=”4.23.4″ _module_preset=”default” background_color=”#194868″ use_background_color_gradient=”on” background_color_gradient_direction=”-70deg” background_color_gradient_stops=”#194868 0%|#194868 53%|rgba(241,196,15,0) 53%” background_enable_image=”off” min_height=”450px” custom_padding=”||30px|||” animation_direction=”right” locked=”off” global_colors_info=”{}”][et_pb_row column_structure=”3_5,2_5″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”119px|auto||auto||” global_colors_info=”{}”][et_pb_column type=”3_5″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/growyourwealth.ca\/wp-content\/uploads\/2024\/01\/Group-9-1.png” title_text=”Group 9 (1)” _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”||-17px|||” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text disabled_on=”on|on|off” _builder_version=”4.23.4″ _module_preset=”default” header_font=”Lato||||||||” header_text_color=”#FFFFFF” header_font_size=”80px” custom_margin=”|||-46px||” global_colors_info=”{}”]<\/p>\n

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What we do<\/h1>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”off|off|on” _builder_version=”4.23.4″ _module_preset=”default” background_color=”#194868″ use_background_color_gradient=”on” background_color_gradient_direction=”-70deg” background_color_gradient_stops=”#194868 0%|#194868 53%|rgba(241,196,15,0) 53%” background_enable_image=”off” custom_padding=”||30px|||” animation_direction=”right” locked=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_text disabled_on=”off|off|off” _builder_version=”4.23.4″ _module_preset=”default” header_font=”Lato||||||||” header_2_text_color=”#FFFFFF” header_2_font_size=”45px” width=”96.3%” custom_padding=”||1px|||” global_colors_info=”{}”]<\/p>\n

What We Do<\/span><\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|on|off” _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” header_2_font_size=”40px” global_colors_info=”{}”]<\/p>\n

Our Services<\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” text_font=”||||||||” text_font_size=”18px” text_letter_spacing=”1px” text_line_height=”1.8em” custom_padding=”|||4px||” global_colors_info=”{}”]<\/p>\n

<\/span><\/span>We are more than just a financial oversight firm. We are your partners in navigating the complexities of wealth, offering objective and personalized insights to keep your finances transparent. Our mission is to educate and instill confidence in every financial decision you make. Think of us as your personal CFO, coordinating and building your entire financial team, ensuring you remain organized and empowered throughout your financial journey.<\/span><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” _builder_version=”4.23.4″ _module_preset=”default” width=”100%” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_toggle title=”Organization & Coordination” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”#194868″ closed_toggle_text_color=”#FFFFFF” closed_toggle_background_color=”#194868″ icon_color=”#4DC5AC” open_icon_color=”#4DC5AC” _builder_version=”4.23.4″ _module_preset=”default” title_text_color=”#FFFFFF” title_font_size=”26px” closed_title_font_size=”24px” body_text_color=”#FFFFFF” background_color=”#194868″ custom_margin=”|15px||15px|false|false” border_width_all=”3px” border_color_all=”#F1C40F” global_colors_info=”{}”]<\/p>\n

We take the lead in organizing your financial life, prioritizing action items, and coordinating with your financial specialists to ensure everyone is on the same page.<\/p>\n

[\/et_pb_toggle][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_toggle title=”Personal & Business Integration” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”#194868″ closed_toggle_text_color=”#FFFFFF” closed_toggle_background_color=”#194868″ icon_color=”#4DC5AC” open_icon_color=”#4DC5AC” _builder_version=”4.23.4″ _module_preset=”default” title_text_color=”#FFFFFF” title_font_size=”26px” closed_title_font_size=”24px” body_text_color=”#FFFFFF” background_color=”#194868″ custom_margin=”|15px||15px|false|false” border_width_all=”3px” border_color_all=”#F1C40F” global_colors_info=”{}”]<\/p>\n

We systematize and automate your cash flows so that you <\/span>have a reliable, predictable system for your business and your family.<\/span><\/p>\n

[\/et_pb_toggle][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_toggle title=”Wealth Management” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”#194868″ closed_toggle_text_color=”#FFFFFF” closed_toggle_background_color=”#194868″ icon_color=”#4DC5AC” open_icon_color=”#4DC5AC” _builder_version=”4.23.4″ _module_preset=”default” title_text_color=”#FFFFFF” title_font_size=”26px” closed_title_font_size=”24px” body_text_color=”#FFFFFF” background_color=”#194868″ custom_margin=”|15px||15px|false|false” border_width_all=”3px” border_color_all=”#F1C40F” global_colors_info=”{}”]<\/p>\n

We go beyond stocks and bonds, helping you minimize risk, optimize tax, and maximize value of your businesses, real estate, private investments, collectibles, and more.<\/p>\n

[\/et_pb_toggle][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” _builder_version=”4.23.4″ _module_preset=”default” width=”100%” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_toggle title=”Coaching” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”#194868″ closed_toggle_text_color=”#FFFFFF” closed_toggle_background_color=”#194868″ icon_color=”#4DC5AC” open_icon_color=”#4DC5AC” _builder_version=”4.23.4″ _module_preset=”default” title_text_color=”#FFFFFF” title_font_size=”26px” closed_title_font_size=”24px” body_text_color=”#FFFFFF” background_color=”#194868″ custom_margin=”|15px||15px|false|false” border_width_all=”3px” border_color_all=”#F1C40F” global_colors_info=”{}”]<\/p>\n

Our process helps you understand your money beliefs and values, replace blocks with empowering beliefs, and unlock the freedom to enjoy your success by building positive money habits.<\/p>\n

[\/et_pb_toggle][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_toggle title=”Risk Management” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”#194868″ closed_toggle_text_color=”#FFFFFF” closed_toggle_background_color=”#194868″ icon_color=”#4DC5AC” open_icon_color=”#4DC5AC” _builder_version=”4.23.4″ _module_preset=”default” title_text_color=”#FFFFFF” title_font_size=”26px” closed_title_font_size=”24px” body_text_color=”#FFFFFF” background_color=”#194868″ custom_margin=”|15px||15px|false|false” border_width_all=”3px” border_color_all=”#F1C40F” global_colors_info=”{}”]<\/p>\n

We help you identify, reduce, and transfer the most significant risks to protect your financial house, including commercial, legal, bankruptcy, property, health, travel, key-person, and more.<\/p>\n

[\/et_pb_toggle][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_toggle title=”Corporate Planning” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”#194868″ closed_toggle_text_color=”#FFFFFF” closed_toggle_background_color=”#194868″ icon_color=”#4DC5AC” open_icon_color=”#4DC5AC” _builder_version=”4.23.4″ _module_preset=”default” title_text_color=”#FFFFFF” title_font_size=”26px” closed_title_font_size=”24px” body_text_color=”#FFFFFF” background_color=”#194868″ custom_margin=”|15px||15px|false|false” border_width_all=”3px” border_color_all=”#F1C40F” global_colors_info=”{}”]<\/p>\n

As your businesses grow, so do the number of partnerships, liabilities, and potential tax bills. Proper structuring optimizes for tax, cash flow, retirement, exit and estate.<\/p>\n

[\/et_pb_toggle][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” _builder_version=”4.23.4″ _module_preset=”default” width=”100%” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_toggle title=”Tax Optimization” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”#194868″ closed_toggle_text_color=”#FFFFFF” closed_toggle_background_color=”#194868″ icon_color=”#4DC5AC” open_icon_color=”#4DC5AC” _builder_version=”4.23.4″ _module_preset=”default” title_text_color=”#FFFFFF” title_font_size=”26px” closed_title_font_size=”24px” body_text_color=”#FFFFFF” background_color=”#194868″ custom_margin=”|15px||15px|false|false” border_width_all=”3px” border_color_all=”#F1C40F” global_colors_info=”{}”]<\/p>\n

We help you plan for compensation, deductible expenses, future cash flow needs, selling assets and more so as to minimize your long-term tax liabilities.<\/p>\n

[\/et_pb_toggle][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_toggle title=”Lifestyle Freedom” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”#194868″ closed_toggle_text_color=”#FFFFFF” closed_toggle_background_color=”#194868″ icon_color=”#4DC5AC” open_icon_color=”#4DC5AC” _builder_version=”4.23.4″ _module_preset=”default” title_text_color=”#FFFFFF” title_font_size=”26px” closed_title_font_size=”24px” body_text_color=”#FFFFFF” background_color=”#194868″ custom_margin=”|15px||15px|false|false” border_width_all=”3px” border_color_all=”#F1C40F” global_colors_info=”{}”]<\/p>\n

We help you ensure you can fund the lifestyle you desire for your family now, while making sure that you accelerate towards complete financial freedom.<\/p>\n

[\/et_pb_toggle][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_toggle title=”Legacy” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”#194868″ closed_toggle_text_color=”#FFFFFF” closed_toggle_background_color=”#194868″ icon_color=”#4DC5AC” open_icon_color=”#4DC5AC” _builder_version=”4.23.4″ _module_preset=”default” title_text_color=”#FFFFFF” title_font_size=”26px” closed_title_font_size=”24px” body_text_color=”#FFFFFF” background_color=”#194868″ custom_margin=”|15px||15px|false|false” border_width_all=”3px” border_color_all=”#F1C40F” global_colors_info=”{}”]<\/p>\n

We help you create and implement an intergenerational legacy plan to leverage your wealth to make a meaningful difference in the lives of your family, community and planet.<\/p>\n

[\/et_pb_toggle][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”off|off|on” _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” header_2_font_size=”40px” global_colors_info=”{}”]<\/p>\n

Our Services<\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” text_font=”||||||||” text_font_size=”18px” text_letter_spacing=”1px” text_line_height=”1.8em” custom_padding=”|||4px||” global_colors_info=”{}”]<\/p>\n

<\/span><\/span>We are more than just a financial oversight firm. We are your partners in navigating the complexities of wealth, offering objective and personalized insights to keep your finances transparent. Our mission is to educate and instill confidence in every financial decision you make. Think of us as your personal CFO, coordinating and building your entire financial team, ensuring you remain organized and empowered throughout your financial journey.<\/span><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” _builder_version=”4.23.4″ _module_preset=”default” width=”100%” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][et_pb_column type=”4_4″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_toggle title=”Organization & Coordination” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”#194868″ closed_toggle_text_color=”#FFFFFF” closed_toggle_background_color=”#194868″ icon_color=”#4DC5AC” open_icon_color=”#4DC5AC” _builder_version=”4.23.4″ _module_preset=”default” title_text_color=”#FFFFFF” title_font_size=”26px” closed_title_font_size=”24px” body_text_color=”#FFFFFF” background_color=”#194868″ custom_margin=”|15px||15px|false|false” border_width_all=”3px” border_color_all=”#F1C40F” global_colors_info=”{}”]<\/p>\n

We take the lead in organizing your financial life, prioritizing action items, and coordinating with your financial specialists to ensure everyone is on the same page.<\/p>\n

[\/et_pb_toggle][et_pb_toggle title=”Coaching” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”#194868″ closed_toggle_text_color=”#FFFFFF” closed_toggle_background_color=”#194868″ icon_color=”#4DC5AC” open_icon_color=”#4DC5AC” _builder_version=”4.23.4″ _module_preset=”default” title_text_color=”#FFFFFF” title_font_size=”26px” closed_title_font_size=”24px” body_text_color=”#FFFFFF” background_color=”#194868″ custom_margin=”|15px||15px|false|false” border_width_all=”3px” border_color_all=”#F1C40F” global_colors_info=”{}”]<\/p>\n

Our process helps you understand your money beliefs and values, replace blocks with empowering beliefs, and unlock the freedom to enjoy your success by building positive money habits.<\/p>\n

[\/et_pb_toggle][et_pb_toggle title=”Tax Optimization” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”#194868″ closed_toggle_text_color=”#FFFFFF” closed_toggle_background_color=”#194868″ icon_color=”#4DC5AC” open_icon_color=”#4DC5AC” _builder_version=”4.23.4″ _module_preset=”default” title_text_color=”#FFFFFF” title_font_size=”26px” closed_title_font_size=”24px” body_text_color=”#FFFFFF” background_color=”#194868″ custom_margin=”|15px||15px|false|false” border_width_all=”3px” border_color_all=”#F1C40F” global_colors_info=”{}”]<\/p>\n

We help you plan for compensation, deductible expenses, future cash flow needs, selling assets and more so as to minimize your long-term tax liabilities.<\/p>\n

[\/et_pb_toggle][et_pb_toggle title=”Personal & Business Integration” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”#194868″ closed_toggle_text_color=”#FFFFFF” closed_toggle_background_color=”#194868″ icon_color=”#4DC5AC” open_icon_color=”#4DC5AC” _builder_version=”4.23.4″ _module_preset=”default” title_text_color=”#FFFFFF” title_font_size=”26px” closed_title_font_size=”24px” body_text_color=”#FFFFFF” background_color=”#194868″ custom_margin=”|15px||15px|false|false” border_width_all=”3px” border_color_all=”#F1C40F” global_colors_info=”{}”]<\/p>\n

We systematize and automate your cash flows so that you <\/span>have a reliable, predictable system for your business and your family.<\/span><\/p>\n

[\/et_pb_toggle][et_pb_toggle title=”Risk Management” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”#194868″ closed_toggle_text_color=”#FFFFFF” closed_toggle_background_color=”#194868″ icon_color=”#4DC5AC” open_icon_color=”#4DC5AC” _builder_version=”4.23.4″ _module_preset=”default” title_text_color=”#FFFFFF” title_font_size=”26px” closed_title_font_size=”24px” body_text_color=”#FFFFFF” background_color=”#194868″ custom_margin=”|15px||15px|false|false” border_width_all=”3px” border_color_all=”#F1C40F” global_colors_info=”{}”]<\/p>\n

We help you identify, reduce, and transfer the most significant risks to protect your financial house, including commercial, legal, bankruptcy, property, health, travel, key-person, and more.<\/p>\n

[\/et_pb_toggle][et_pb_toggle title=”Lifestyle Freedom” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”#194868″ closed_toggle_text_color=”#FFFFFF” closed_toggle_background_color=”#194868″ icon_color=”#4DC5AC” open_icon_color=”#4DC5AC” _builder_version=”4.23.4″ _module_preset=”default” title_text_color=”#FFFFFF” title_font_size=”26px” closed_title_font_size=”24px” body_text_color=”#FFFFFF” background_color=”#194868″ custom_margin=”|15px||15px|false|false” border_width_all=”3px” border_color_all=”#F1C40F” global_colors_info=”{}”]<\/p>\n

We help you ensure you can fund the lifestyle you desire for your family now, while making sure that you accelerate towards complete financial freedom.<\/p>\n

[\/et_pb_toggle][et_pb_toggle title=”Wealth Management” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”#194868″ closed_toggle_text_color=”#FFFFFF” closed_toggle_background_color=”#194868″ icon_color=”#4DC5AC” open_icon_color=”#4DC5AC” _builder_version=”4.23.4″ _module_preset=”default” title_text_color=”#FFFFFF” title_font_size=”26px” closed_title_font_size=”24px” body_text_color=”#FFFFFF” background_color=”#194868″ custom_margin=”|15px||15px|false|false” border_width_all=”3px” border_color_all=”#F1C40F” global_colors_info=”{}”]<\/p>\n

We go beyond stocks and bonds, helping you minimize risk, optimize tax, and maximize value of your businesses, real estate, private investments, collectibles, and more.<\/p>\n

[\/et_pb_toggle][et_pb_toggle title=”Corporate Planning” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”#194868″ closed_toggle_text_color=”#FFFFFF” closed_toggle_background_color=”#194868″ icon_color=”#4DC5AC” open_icon_color=”#4DC5AC” _builder_version=”4.23.4″ _module_preset=”default” title_text_color=”#FFFFFF” title_font_size=”26px” closed_title_font_size=”24px” body_text_color=”#FFFFFF” background_color=”#194868″ custom_margin=”|15px||15px|false|false” border_width_all=”3px” border_color_all=”#F1C40F” global_colors_info=”{}”]<\/p>\n

As your businesses grow, so do the number of partnerships, liabilities, and potential tax bills. Proper structuring optimizes for tax, cash flow, retirement, exit and estate.<\/p>\n

[\/et_pb_toggle][et_pb_toggle title=”Legacy” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”#194868″ closed_toggle_text_color=”#FFFFFF” closed_toggle_background_color=”#194868″ icon_color=”#4DC5AC” open_icon_color=”#4DC5AC” _builder_version=”4.23.4″ _module_preset=”default” title_text_color=”#FFFFFF” title_font_size=”26px” closed_title_font_size=”24px” body_text_color=”#FFFFFF” background_color=”#194868″ custom_margin=”|15px||15px|false|false” border_width_all=”3px” border_color_all=”#F1C40F” global_colors_info=”{}”]<\/p>\n

We help you create and implement an intergenerational legacy plan to leverage your wealth to make a meaningful difference in the lives of your family, community and planet.<\/p>\n

[\/et_pb_toggle][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|on|off” _builder_version=”4.23.4″ _module_preset=”default” background_color=”#194868″ custom_margin=”53px||52px|||” custom_padding=”||||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” header_2_text_color=”#FFFFFF” header_2_font_size=”40px” global_colors_info=”{}”]<\/p>\n

Our Process<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” make_equal=”on” _builder_version=”4.23.4″ _module_preset=”default” width=”100%” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.23.4″ _module_preset=”default” background_color=”#FFFFFF” custom_padding=”25px|15px|25px|15px|false|false” global_colors_info=”{}”][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” header_3_font_size=”28px” global_colors_info=”{}”]<\/p>\n

1.<\/span> Introduction<\/strong><\/h3>\n

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Describe your goals over a 15-minute video call and discover how our financial coach, Shyam Ganesh, can help you achieve them. If we both feel there’s a fit, we will book a 60-minute Foundation meeting within the following 2 weeks.<\/p>\n

[\/et_pb_text][et_pb_button button_url=”https:\/\/app.reclaim.ai\/m\/shyam\/highpriority” url_new_window=”on” button_text=”Book Initial Assessment” _builder_version=”4.23.4″ _module_preset=”default” custom_button=”on” button_text_color=”#000000″ button_bg_color=”#F1C40F” button_border_color=”#F1C40F” button_border_radius=”50px” button_font=”Lato||||||||” custom_padding=”10px|30px|10px|30px|false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.23.4″ _module_preset=”default” background_color=”#FFFFFF” custom_padding=”25px|15px|25px|15px|false|false” global_colors_info=”{}”][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” header_3_font_size=”28px” global_colors_info=”{}”]<\/p>\n

2.<\/span> Foundation<\/strong><\/h3>\n

[\/et_pb_text][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” text_font=”|300|||||||” text_font_size=”20px” global_colors_info=”{}”]<\/p>\n

We will conduct an in-depth intake of your situation, complete an introduction to any financial specialists on your team, and put your goals on paper. If, at that point, we still feel there is a good fit, we will offer you membership at our firm, and you will decide if you wish to proceed.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.23.4″ _module_preset=”default” background_color=”#FFFFFF” custom_padding=”25px|15px|25px|15px|false|false” global_colors_info=”{}”][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” header_3_font_size=”28px” global_colors_info=”{}”]<\/p>\n

3.<\/span> Strategy & Execution<\/strong><\/h3>\n

[\/et_pb_text][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” text_font=”|300|||||||” text_font_size=”20px” global_colors_info=”{}”]<\/p>\n

In four meetings over the following quarter, we will provide leadership to get your complete financial house in order while communicating in plain English. We’ll follow it up with three annual strategy meetings, exclusive education, and, most importantly, on-demand support.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”off|off|on” _builder_version=”4.23.4″ _module_preset=”default” background_color=”#194868″ custom_margin=”53px||52px|||” custom_padding=”||||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” header_2_text_color=”#FFFFFF” header_2_font_size=”40px” global_colors_info=”{}”]<\/p>\n

Our Process<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” make_equal=”on” _builder_version=”4.23.4″ _module_preset=”default” width=”100%” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.23.4″ _module_preset=”default” custom_padding=”15px|15px|15px|15px|false|false” global_colors_info=”{}”][et_pb_blurb title=”1. Introduction” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|600|||||||” header_text_color=”#194868″ header_font_size=”27px” body_font=”|300|||||||” body_font_size=”19px” background_color=”#FFFFFF” custom_padding=”15px|15px|15px|15px|false|false” global_colors_info=”{}”]<\/p>\n

Describe your goals over a 15-minute video call and discover how our financial coach, Shyam Ganesh, can help you achieve them. If we both feel there’s a fit, we will book a 60-minute Foundation meeting within the following 2 weeks.<\/p>\n

[\/et_pb_blurb][et_pb_button button_url=”https:\/\/app.reclaim.ai\/m\/shyam\/highpriority” url_new_window=”on” button_text=”Book Initial Assessment” _builder_version=”4.23.4″ _module_preset=”default” custom_button=”on” button_text_color=”#000000″ button_bg_color=”#F1C40F” button_border_color=”#F1C40F” button_border_radius=”50px” button_font=”Lato||||||||” custom_padding=”10px|30px|10px|30px|false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.23.4″ _module_preset=”default” custom_padding=”15px|15px|15px|15px|false|false” global_colors_info=”{}”][et_pb_blurb title=”2. Foundation” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|600|||||||” header_text_color=”#194868″ header_font_size=”27px” body_font=”|300|||||||” body_font_size=”19px” background_color=”#FFFFFF” custom_padding=”15px|15px|15px|15px|false|false” global_colors_info=”{}”]<\/p>\n

We will conduct an in-depth intake of your situation, complete an introduction to any financial specialists on your team, and put your goals on paper. If, at that point, we still feel there is a good fit, we will offer you membership at our firm, and you will decide if you wish to proceed.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.23.4″ _module_preset=”default” custom_padding=”15px|15px|15px|15px|false|false” global_colors_info=”{}”][et_pb_blurb title=”3. Strategy & Execution” _builder_version=”4.23.4″ _module_preset=”default” header_font=”|600|||||||” header_text_color=”#194868″ header_font_size=”27px” body_font=”|300|||||||” body_font_size=”19px” background_color=”#FFFFFF” custom_padding=”15px|15px|15px|15px|false|false” global_colors_info=”{}”]<\/p>\n

In four meetings over the following quarter, we will provide leadership to get your complete financial house in order while communicating in plain English. We’ll follow it up with three annual strategy meetings, exclusive education, and, most importantly, on-demand support.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.22.2″ _module_preset=”default” custom_padding=”0px||50px|||” animation_direction=”left” global_colors_info=”{}”][et_pb_row _builder_version=”4.22.2″ _module_preset=”default” custom_margin=”4px|auto||auto||” custom_padding=”||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” text_font=”||||||||” text_text_color=”#194868″ text_font_size=”18px” text_line_height=”1.8em” width=”100%” custom_margin=”||30px|||” global_colors_info=”{}”]<\/p>\n

<\/span>To maintain service excellence and work-life balance for our team, we limit the number of families we serve to 40. We may also at times place prospective clients on a wait list to ensure that once we commit ourselves we are well-positioned to deliver.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text disabled_on=”on|on|off” _builder_version=”4.23.4″ _module_preset=”default” text_font=”|600|||||||” text_font_size=”35px” text_line_height=”1.1em” header_letter_spacing=”1px” header_line_height=”1.8em” custom_margin=”||33px|||” global_colors_info=”{}”]<\/p>\n

<\/strong>If you’re a millennial entrepreneur or business leader looking for a trusted advisor to provide unbiased financial leadership, take the first step and book an Initial Assessment with us.<\/p>\n

[\/et_pb_text][et_pb_text disabled_on=”off|off|on” _builder_version=”4.23.4″ _module_preset=”default” text_font=”|600|||||||” text_font_size=”25px” text_line_height=”1.1em” header_letter_spacing=”1px” header_line_height=”1.8em” custom_margin=”||33px|||” global_colors_info=”{}”]<\/p>\n

<\/strong>If you’re a millennial entrepreneur or business leader looking for a trusted advisor to provide unbiased financial leadership, take the first step and book an Initial Assessment with us.<\/p>\n

[\/et_pb_text][et_pb_button button_url=”https:\/\/app.reclaim.ai\/m\/shyam\/highpriority” url_new_window=”on” button_text=”Book A Call” _builder_version=”4.23.4″ _module_preset=”default” custom_button=”on” button_text_color=”#000000″ button_bg_color=”#F1C40F” button_border_color=”#F1C40F” button_border_radius=”50px” button_font=”Lato||||||||” custom_padding=”10px|30px|10px|30px|false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”off|off|off” _builder_version=”4.23.4″ _module_preset=”default” background_color=”#194868″ custom_padding=”119px||119px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.23.4″ _module_preset=”default” background_enable_color=”off” width=”100%” custom_padding=”20px|20px|20px|20px|false|false” animation_direction=”right” border_radii=”off||25px||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” header_font=”||||||||” header_text_color=”#FFFFFF” header_font_size=”36px” global_colors_info=”{}”]<\/p>\n

Case Studies<\/h1>\n

[\/et_pb_text][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” text_font=”|300|||||||” text_text_color=”#FFFFFF” text_font_size=”22px” text_letter_spacing=”1px” text_line_height=”1.3em” header_3_font=”|300|||||||” animation_direction=”bottom” global_colors_info=”{}”]<\/p>\n

The following cases are compostites of real people who work with us to achieve their goals.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” _builder_version=”4.23.4″ _module_preset=”default” width=”100%” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.23.4″ _module_preset=”default” background_enable_color=”off” custom_padding=”15px|15px|15px|15px|false|false” global_colors_info=”{}”][et_pb_blurb title=”Case 1: Millennial Physician” url=”\/case-1-millennial-physician\/” image=”https:\/\/growyourwealth.ca\/wp-content\/uploads\/2024\/02\/Untitled-design.jpg” _builder_version=”4.23.4″ _module_preset=”default” header_font_size=”26px” background_color=”#FFFFFF” text_orientation=”center” custom_padding=”15px|15px|15px|15px|false|false” global_colors_info=”{}”][\/et_pb_blurb][et_pb_button button_url=”\/case-1-millennial-physician\/” button_text=”Learn More” button_alignment=”center” _builder_version=”4.23.4″ _module_preset=”default” custom_button=”on” button_text_color=”#000000″ button_bg_color=”#F1C40F” button_border_color=”#F1C40F” button_border_radius=”50px” button_font=”Lato||||||||” custom_padding=”10px|30px|10px|30px|false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.22.2″ _module_preset=”default” background_enable_color=”off” custom_padding=”15px|15px|15px|15px|false|false” global_colors_info=”{}”][et_pb_blurb title=”Case 2: Millennial Business Owner” url=”\/case-2-millennial-business-owners\/” image=”https:\/\/growyourwealth.ca\/wp-content\/uploads\/2024\/02\/Untitled-design-1.jpg” _builder_version=”4.23.4″ _module_preset=”default” header_font_size=”26px” background_color=”#FFFFFF” text_orientation=”center” custom_padding=”15px|15px|15px|15px|false|false” global_colors_info=”{}”][\/et_pb_blurb][et_pb_button button_url=”\/case-2-millennial-business-owners\/” button_text=”Learn More” button_alignment=”center” _builder_version=”4.23.4″ _module_preset=”default” custom_button=”on” button_text_color=”#000000″ button_bg_color=”#F1C40F” button_border_color=”#F1C40F” button_border_radius=”50px” button_font=”Lato||||||||” custom_padding=”10px|30px|10px|30px|false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.22.2″ _module_preset=”default” background_enable_color=”off” custom_padding=”15px|15px|15px|15px|false|false” global_colors_info=”{}”][et_pb_blurb title=”Case 3: Millennial Executives” url=”\/case-3-millennial-executives\/” image=”https:\/\/growyourwealth.ca\/wp-content\/uploads\/2024\/02\/Untitled-design-2.jpg” _builder_version=”4.23.4″ _module_preset=”default” header_font_size=”26px” background_color=”#FFFFFF” text_orientation=”center” custom_padding=”15px|15px|15px|15px|false|false” global_colors_info=”{}”][\/et_pb_blurb][et_pb_button button_url=”\/case-3-millennial-executives\/” button_text=”Learn More” button_alignment=”center” _builder_version=”4.23.4″ _module_preset=”default” custom_button=”on” button_text_color=”#000000″ button_bg_color=”#F1C40F” button_border_color=”#F1C40F” button_border_radius=”50px” button_font=”Lato||||||||” custom_padding=”10px|30px|10px|30px|false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

What we doWhat We DoOur ServicesWe are more than just a financial oversight firm. We are your partners in navigating the complexities of wealth, offering objective and personalized insights to keep your finances transparent. Our mission is to educate and instill confidence in every financial decision you make. 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