Trust comes from the work we do with our clients and their professional advisors in order to design and implement their detailed wealth plans.
Our knowledge and experience helps us guide clients through various financial landscapes – setting a course for today, and for tomorrow. Together, with transparency, we will identify obstacles and opportunities, discuss potential solutions, and follow through with those that best serve your needs. By understanding the challenges you face, and addressing them with a well thought out plan of action, you will be confident that you are firmly in control of your financial affairs.
We manage investments against the backdrop of a broader plan for your wealth
The R. Joni Ganderton Group is a team of experienced wealth management professionals servicing the needs of high net worth families across Canada. Together, we design and implement customized financial strategies that allow you to realize your lifestyle and legacy goals– on your own terms, and at your own pace.
What clients are saying about how they value what we do
"As self-employed business owners we had a handle on our business finances, but felt less organized with our personal finances. We knew where we wanted to be as retirement beckoned, but also knew we needed help. Our accountant recommended the Joni Ganderton Group to us. Since we have dealt with this accountant for many years, we trusted (and respected) his judgement. However, we certainly wanted to "see for ourselves". Joni was very professional in her dealings with us, she listened and discussed options before making any recommendations. We feel that our portfolio (which is growing) is the at the comfort level we need at this point in our lives. We know if we have any concerns or questions, then Joni or one of her able team, is available to answer quickly. We are certainly pleased we had the recommendation to the Joni Ganderton Group."
"Joni Ganderton is both professional and charming, providing useful advice and warm support at once. I know I can always count on her to listen, to hear, and to advise. She calls me often with new insights, and follows through on them. I heartily recommend Joni Ganderton to others, and am grateful to have her help and her support ."