What does the future hold for the economy, financial markets and policy - in Canada and abroad?

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Investment Planning

Never underestimate the value of an investment plan.

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Putting financial advice in the picture

As your life changes, so do your financial goals.

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We would like to welcome you to our Welland Office at 449 Thorold Road, which was founded in 2008. We have been servicing the Welland area since 1998 through our previous location at Niagara Street.

We also would like to invite you to visit our MAIN SITE

http://www.RomanGroch.ca

to learn more about us and how we can be of service to you.

A Human Based Business Based On The 4 Way Test. We never forget that our clients are real people and together we arrive at very personal solutions and goals.

Our value proposition is based on a foundation of professional comprehensive service, objectivity, communication and strength through teamwork and corporate support.

Thank you for your interest. Our team looks forward to assisting with all of your financial needs.

Our Philosophy

A thorough understanding of the facts is critical to reaching one's goals.
Addressing and controlling financial risk and lifestyle needs is more important than trying to time market and lifestyle events.
It is far harder to be unique than to follow the crowd, and doing what is right is not always following the crowd.
Clients' trust is earned by providing exceptional service focused on their unique needs.
Integrity is a core element of trust. Without integrity, any relationship is superficial and unreliable.
Long-lasting, loyal relationships are developed by putting needs before our own, by being fair to all concerned, and by giving and helping each other.