The Gruchala Group offers our clients a variety of personalized and comprehensive services. Our team works with the unique needs of our clients and determines the best plan of action in order to achieve their goals.

Below is a list that includes, but is not limited to the services we offer:

  • Personalized analysis of current (personal & corporate) financial situation
  • Identification of your true risk tolerance
  • Help in determining and prioritizing your financial goals
  • Financial planning to reach your financial goals & retirement
  • Detailed stock & bond research
  • In-depth due diligence on mutual fund managers
  • Analysis of new investment products
  • Portfolio Management Services
  • An objective, educated opinion when making general financial decisions
  • Assistance with insurance reviews, estate planning, and tax planning through BMO Financial Group
  • Detailed portfolio and performance reporting
  • Direct communication and coordination with clients’ tax and legal advisors
  • Tax-efficient fee based accounts
  • Online access to accounts and statements through BMO Nesbitt Burns Gateway