Metric 01
15+
years in Canadian finance
Services by Growfinancial
Welcome to Growfinancial
Growfinancial - powered by Payload CMS
Metric 02
250+
client plans reviewed
Metric 03
4.8/5
average client rating
What we do
Our services
See how your savings can support the life you want after work.
60-min review
Retirement Plan Review
From $249
See how your savings can support the life you want after work.
45-min call
Investment Checkup
From $299
Same-week start
Debt Payoff Plan
From $249
0130-min session
Budget Reset Session
From $199
Build a cash flow plan that fits family bills and goals.
02Lender-ready notes
Mortgage Advice Review
From $349
Compare mortgage terms and set a path for your home plan.
03Policy review
Insurance Gap Check
From $299
See if life and disability cover match your family needs.
How it works
A simple, transparent process
Tell us your goals, income, debt, and timeline so we know where to start.
01
Book Intro Call
02
Review The Numbers
03
Build Your Plan
04
Track And Adjust
Simple pricing
Pick the plan that fits
One planning call a month Debt and budget review RRSP and TFSA check Simple cash flow plan Email notes after each call
Billed monthlyBilled monthly
Starter
From $499/mo
- One planning call a month
- Debt and budget review
- RRSP and TFSA check
- Simple cash flow plan
- Email notes after each call
Most popularBilled monthly
Signature
From $1,250/mo
- Two planning calls a month
- Retirement income map
- Tax-free and RRSP plan
- Investment mix review
- Mortgage and debt check
- Quarterly progress note
Billed monthlyBilled monthly
Scale
From $2,500/mo
- Four planning calls a month
- Family or business cash plan
- Advanced tax-saving review
- Mortgage and insurance plan
- Portfolio and goal updates
- Year-end prep checklist
What clients say
Trusted by teams big and small
Paid off $28k in cards and built a steady savings plan
Family
Toronto Family Cut Debt
Paid off $28k in cards and built a steady savings plan
Small Biz
Calgary Shop Fixed Cash Flow
Retirement
Ottawa Couple Mapped Retirement
Mortgage
Mississauga Home Buying Plan
Budgeting
Halifax Nurse Rebuilt Budget
Retirement and tax planning
Asha Patel
TFSA and RRSP reviews
Liam O'Connor
Cash flow and payoff plans
Mei Chen
Home loans and family cover
Jordan Bell
Proof
Customer notes
Verified
“Asha Patel”
Lead Financial Planner
Retirement and tax planning
Verified
“Liam O'Connor”
Investment Advisor
TFSA and RRSP reviews
Verified
“Mei Chen”
Debt and Budget Coach
Cash flow and payoff plans
Service area
Greater Toronto Area
Toronto, Mississauga, Brampton, Vaughan, Markham
Area 01
Greater Toronto Area
Toronto, Mississauga, Brampton, Vaughan, Markham
Area 02
Ottawa and East Ontario
Ottawa, Kanata, Orléans, Kingston, Cornwall
Area 03
Hamilton to Niagara
Hamilton, Burlington, St. Catharines, Niagara Falls
Area 04
Calgary and Area
Calgary, Airdrie, Okotoks, Cochrane
Questions
Frequently asked
Quick answers before visitors choose a product, service, or next step.
01How quickly can we start?+
Most engagements kick off within 7 business days of contract signature. Discovery calls usually happen the week of inquiry.
02Do you offer fixed-price scopes?+
Yes — for well-defined sprints. Open-ended retainers are billed monthly. Either way you see a clear scope and milestone plan before any invoice.
03Who actually does the work?+
A small senior team — no offshoring, no white-labelling. You will know everyone working on your project by name and meet them on the kickoff call.
04What does ongoing support look like after delivery?+
Each engagement includes 30 days of post-launch support. Optional retainers cover ongoing optimization, monthly reporting, and quarterly strategy reviews.
05How do you handle confidentiality and data?+
We sign NDAs at the discovery stage. Client materials live in a per-engagement workspace and are deleted on request after wrap-up.
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