We take your business personally.
At Crossgrove & Company Wealth Management Inc. we believe in providing the best advice and solutions for our clients in order to build strong, long term relationships and trust. We offer advice and plans for individual risk management and investing tailored to the needs of clients seeking to build, preserve, and transfer wealth.
We are experienced and knowledgeable advocates for our customers. We provide insurance solutions under the very best possible terms and conditions while preserving and growing wealth in real terms by focusing on capital preservation, low fees and tax efficiency.
“Crossgrove & Company researched the options and helped me find a Critical Illness Policy that helps me sleep better. Not only do I have money available in case I am diagnosed with any of the most common critical illness, it includes a return of premium. The return of premium means if I’m healthy and don’t use the coverage afforded by the plan after 15 years, I get all my money back. This seems like a no-brainer to me.”Anne Bachinski, B.A. (Hons), FCMC
“Crossgrove’s approach with helping me assess my coverages and more importantly asked me what my goals were for the future. In a business where consultants provide advisory services to clients, Crossgrove and Company can deliver the same service to you. I can’t stress enough the importance of looking at protecting yourself and how well Crossgrove delivers that for you. They did for me and I know that they will for you as well”Ryan Jackson