Let us do the heavy lifting for you.
Our Story
Since 2004, WGG has been dedicated to serving successful Canadian families, transforming their lives by helping them achieve clarity and confidence through personalized wealth management service excellence so that they can put their family first. As a result, achieving total freedom in wealth, time, relationships and purpose so that they can live fully. We take pride in knowing that we help professionals achieve their biggest dreams and becoming best physician, parent and partner they can be.
Meet the team.
At Wilk Grzadka Group we believe that behind every excellent service is a great team. That’s why we’re excited to introduce the WGG team. We distinguish ourselves by offering our clients customized service through our private client model. When working with our team you will have a dedicated CFA (Chartered Financial Advisor) to coordinate and communicate insights into your insurance solutions, wealth planning and tax-account strategies.
-
Martin Grzadka, B.A., RRC
PARTNER
-
Monika Wilk, B.A., CFP, RRC
PARTNER
-
Michelle Robinson, B.A.
EXECUTIVE ASSISTANT
-
Elizabeth Van Rooy, BBA
BBA ASSOCIATE CONSULTANT
-
Chris Sit, CFA
CFA ASSOCIATE CONSULTANT
-
Amanda Reinhart
ASSOCIATE CONSULTANT
Our Values
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
-
Trust & Integrity
We believe unwavering integrity and earned trust is the primary pillar upon which all relationships are built. Every action we take is in the best interest of those we serve.
-
Commitment & Growth
We believe hard work & continuous learning are keys to success & happiness. We challenge ourselves to deliver an excellence for our clients and team.
-
Transparency
We believe in telling the truth, providing options and clarity for those we serve.
-
Collaboration
We believe in teamwork is dream work. We believe that our shared success is rooted in client-centric thinking and focus on solutions, not problems.
Our 360º Model
Our practice is built on one simple foundation - that our clients' growth and success is what matters most. We are passionate about fostering long-lasting relationships that are built on transparency and trust. We distinguish ourselves by offering our clients 4 pillars of delivery: Customized service under the IG Private Wealth Management model; A dedicated Chartered Financial Analyst (CFA) to deliver professional analysis; A Chartered Life Underwriter (CLU) for insurance solutions to protect and grow your wealth and a Certified Financial Planner (CFP) to develop an annual financial plan in collaboration with your accountant. Our team of experts works collaboratively with our clients to focus on building and strengthening the foundation for which you and your loved ones can thrive, now, and for years to come. We live our values and believe that trust, transparency, and open communication, are essential.
We take great pride in proactively serving and advising our clients, always on a look out for new opportunities for them so that they can focus what’s important, their own family and their own clients.
“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
“I believe in living free and creating a life that provides flexibility of choice and wealth for those I serve.
I learned early on that the only way for my family to live life on our terms, was to become financially free.
My purpose is to help others to truly, LIVE FREE. I’m proud that professionally, I have the honour to do this every day.”
MARTIN GRZADKA, B.A., RRC - PARTNER