Guiding Principles

At Godfroy Financial we believe in:

Serving you with commitment and focus
We promise uncompromised service and experienced advice to help you reach your goals.  We also believe in building long-term relationships with our clients. As such, we work hard to earn your trust and respect. And while we can’t control the markets, we can provide solid service and guidance so you have peace of mind, no matter what the economy does.

Offering impartial financial advice with a long-term view
Godfroy Financial is an independent financial advisory firm.  This means we offer unbiased advice and recommend the best solutions for your needs. And we’re in it with you for the long-haul – through tough times and good. Our goal is to take the fear and panic out of investing.

Creating financial plans tailored to your needs
Before we begin planning, we look at your entire financial situation. This allows us to create a strategy that is personalized for you, your family, or your business.

Providing comprehensive services
Godfroy Financial offers a variety of services and products. This allows us to pick and choose products that will serve you best, and help you reach your goals faster. Products we can provide include GICs, Term Deposits, Guaranteed Investment Accounts, Segregated Funds, Annuities, and all types of insurance.

Keeping you informed
Financial planning does not end when you have your strategy in hand. You need to know how your investments are doing, and make changes when necessary. This is why we provide regular reports on your investments.  Plus, you can always reach us by phone or email.

Standing behind our recommendations
We invest in the same opportunities and use the strategies that we suggest for my clients. Put simply, if we wouldn’t recommend something to our families, or use it ourselves, we won’t recommend it for your portfolio.

Striving to improve, so we can serve you better
We believe in building a better business, not just a bigger one. To do this, we look at every detail, from improving software so we can serve you better, to affiliating with other professionals so you have access to more products.