Working With Us
When speaking with our
stakeholders and prospective clients we have found that, to adequately
describe our personalized approach to managing wealth, it is important
to describe what it is like to work with us.
The Gruchala Wojtal Group’s personalized approach to managing wealth for our clients’ includes the following principles;
Gruchala Wojtal Group is a fully qualified team built to manage
portfolios on behalf of our clients; we do not primarily gather assets
to be managed by other layers of fund managers.
Gruchala Wojtal Group is able to access all of the BMO Products and
Services that are available to us, but we ensure that we research and
find the best products available to you. This includes, but is not
limited to mutual fund offerings, insurance products, and ETFs. When
there is a need for a third-party managed product or service to be
provided to our clients, we will source only the most appropriate
product, irrespective of which institution offers it.
are proud to say BMO Capital Markets is widely recognized as having
many of the most awarded analysts and research reports in North America.
To compliment this, we have a very finely tuned and evolving
proprietary process of identifying the very best of both the
quantitative, as well as qualitative research in the market to ensure
our guidance is rooted in the Highest Quality Information.
core competencies are Investment Management, Financial Planning, and
Custom Analyses/Financial Project Management (Personal & Corporate).
All our clients require estate planning and many also require access to
specialized services such as private equity and business transition
financing. We have built valued relationships with top professionals in
these fields, and have developed a personalized approach that allows us
to guide our clients and efficiently coordinate these needs in the true
spirit of holistic wealth management.
For both reasons of sustaining our competitive advantage, as well as having a deep appreciation of professional succinctness; what the Gruchala Wojtal Group does,
is best communicated in our personalized approach to analyzing your
current situation and presenting you with a demonstration of what we are
doing for our clients in a similar situation to your own. Our
meaningful conversation is designed to clearly and empirically
demonstrate the added relevance the unique Gruchala Wojtal Group setting
can add to your current wealth management approach.