Live. Wealthy.
Putting your family first.
We help successful Canadian families achieve immediate and future-proofed generational wealth.
We enable the freedom to put your family first.
Our approach is tailored to navigate financial complexity while delivering personal well-being, clarity and confidence.
We understand that relentless demands on your time, energy, and finances make it incredibly difficult to achieve work-life balance. In every decision we make we consider the impact on the overall wellbeing of our clients, their families and the community they serve.
Who We Serve
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Medical Professionals
We specialize in helping specialist physicians to achieve immediate and future-proofed generational wealth. We understand the big dreams, but also the burden of busy schedules, conflicting priorities and daily decisions that impact lives.
Medical professionals have unique needs, the complexities of tax, accounting and financial management are real, as are the fears of missing out on opportunities to accelerate your returns.
We understand and we can help.
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Business Professionals
It’s lonely at the top. We know that your business is part of you. We understand that business owners must balance demands on their time, energy and finances. Ultimately, our job is to streamline your priorities and help you create a lifelong pay cheque, while providing you with the time to build a lasting legacy.
“You can’t build a reputation on what you are going to do.”
So here is what we have done.
1
#FASTEST GROWING TEAM IN CANADA
99
% CLIENT RETENTION RATE
1048
HOURS OF EDUCATIONAL CONTENT DELIVERED
What People Are Saying
“I was referred to Wilk Grzadka Group by a friend and I can honestly say I have never had a better experience with a financial advisory group. From the first meeting they understood my goals and the ins and outs of finance in my profession.”
— JD, Dentist
“Martin and Monika have changed our perception of what working with a financial advisor should be like. We have tried other services before but we found this team to be way above average, transparent and extremely knowledgeable. They have integrity and I feel secure they put our interest first.”
— VB, Corp Executive & HB, MD Psychiatry
“We are very pleased with our selection. Martin and Monika have exceeded our expectations as far as their knowledge of the market, products, and most importantly our thinking process.
We have been and will continue recommending the team to all family and friends.”
— JP, CMA & ME, MD Radiology
