Wilk Grzadka Group

www.wilkgrzadkagroup.com

Since 2004, we have been developing and shaping our practice to maximize financial potential for successful medical and business professionals. This includes building wealth in the short term and expanding our clients’ intergenerational horizon for their families in future years. We are mindful of the unique pressures and challenges for those practicing medicine and owning small businesses and how these are tangled with more common struggles we all face that impact our daily lives. Our exclusive group of clients benefit from an evidence based, multi-disciplined approach that is the basis of our customized client financial plans. WGG active asset management process and proprietary modelling system for incorporated professionals is core to delivering superior after-tax returns that exceed industry average and help our clients reach their freedom point earlier. “I believe that a thriving family is the true definition of wealth. As a proud parent of two young boys, I understand the motivation and obligation to transfer strong family values and wealth from one generation to another. It’s my mission to help families build their own legacy of shared happiness and financial independence. Professionally, I am honoured to have the opportunity to bring that passion and purpose to what I do everyday.” Monika Wilk, B.A., CFP, RRC - Partner at Wilk Grzadka Group

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Since 2004, we have been developing and shaping our practice to maximize financial potential for successful medical and business professionals. This includes building wealth in the short term and expanding our clients’ intergenerational horizon for their families in future years. We are mindful of the unique pressures and challenges for those practicing medicine and owning small businesses and how these are tangled with more common struggles we all face that impact our daily lives. Our exclusive group of clients benefit from an evidence based, multi-disciplined approach that is the basis of our customized client financial plans. WGG active asset management process and proprietary modelling system for incorporated professionals is core to delivering superior after-tax returns that exceed industry average and help our clients reach their freedom point earlier. “I believe that a thriving family is the true definition of wealth. As a proud parent of two young boys, I understand the motivation and obligation to transfer strong family values and wealth from one generation to another. It’s my mission to help families build their own legacy of shared happiness and financial independence. Professionally, I am honoured to have the opportunity to bring that passion and purpose to what I do everyday.” Monika Wilk, B.A., CFP, RRC - Partner at Wilk Grzadka Group

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City (Headquarters)

Burlington

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Employees

1-10

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Founded

2004

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