22F S-Trenue Tower,
Seoul, Republic of Korea
18F 145 King Street West,
Toronto, Canada
info@gtifinancial.com +1 437 886 1980

Process

Working for the benefit of our clients in every situation.

Building relationships

We work in close collaboration with you to create an environment of trust. Your needs are our top priority, not just for today but also tomorrow and beyond. To build a working relationship built on trust, we need to consider multiple factors.

One of the most critical factors is your current position. We will perform an initial financial assessment to create a baseline for your current investments, assets, and liabilities. Then we can take a closer look at your personal goals and risk tolerance, as well as the strength of your current financial plan.

Working with your accepted level of risk is the key to obtaining results that fit your requirements. There is a level of risk with every investment, and the higher the risk, the greater the potential reward. We will not begin to formulate an investment strategy until we are clear on the level of risk you are willing to accept, and our approach will reflect your desires.

Investments based on your needs

Once we better understand your situation, we will tailor an investment strategy that meets your needs and guides you towards achieving your goals. For many clients, our services include a complete reformatting of their financial plans. If you have no current financial plan in place, we will start this process by creating a new financial plan for you.

Creating a financial and investment plan requires considering your specific goals and timeframe, the level of risk you are comfortable with, your current net worth, and how it is divided up between assets. This will provide a complete picture of where you are today and where you want to go tomorrow.

Getting this full 360 view of your current position and where you wish to reach helps us formulate a portfolio strategy that meets and potentially exceeds the level of growth needed.

All our services focus on you

Our broad range of services is tailored for each individual client. We want to help you meet and exceed your financial goals, and we serve that purpose by offering services and strategies that reflect your individual needs and desires.

In addition to creating a complete financial plan for you or updating an existing plan, we also offer the following financial planning services:

  • Income tax preparation
  • Mutual fund and stock trading
  • Retirement planning
  • Risk management
  • Estate planning

Our goal is to provide you with the services you need to help you reach your goals and provide the ongoing support required to ensure you stay on track. With every client, we offer continuing financial guidance with no hidden fees or commissions.

Financial guidance while you build your wealth

We do not stop at the closing of an investment transaction. We want to be there for you when questions arise, and we aim to provide ongoing support through an open line of communication, delivering a complete wealth management and investment strategy service. We understand your situation is ever-changing, and we are committed to meeting you where you are today while helping you reach your goals in the future.