Girgis Wealth Solutions

The GWS Lifecycle Model

The GWS Lifecycle Model™ gives you a complete view of your financial future by connecting three key stages of life: building wealth, generating retirement income, and preserving your legacy.

Unlike traditional retirement calculators, this one shows how the financial decisions you make today can impact your retirement and the wealth you leave behind. Designed for Ontario residents using current Canadian and Ontario tax rules, my model is a planning tool that helps you make better informed financial decisions.

GIDDY UP

Structure

Organize your finances

Clarity

Understand your future

Strategy

Achieve your goals

TL;DR: I’m your guy

About Me

I’m Magid Girgis, CFP®, founder of Girgis Wealth Solutions. For over 35 years, I’ve helped business owners, professionals, families, and retirees make complex financial decisions with confidence by bringing structure, clarity, and strategy to every stage of their financial lives.

My Approach

Financial planning isn’t about selling products- it’s about understanding your life. I begin by listening: your goals, your family, your business, and the legacy you want to leave. From there, I clarify what’s complex, uncover opportunities, and build a coordinated plan that aligns every part of your financial picture.

Why Clients Choose Me

Clients work with me because they value honest advice, long-term relationships, and thoughtful planning. I’ll help you stay focused on what matters most, adapt your plan as life changes, and provide guidance that’s always in your best interest. My goal is simple: to help you move forward with structure, clarity, and strategy.

Disclosure

DISCLAIMER: Commissions, trailing commissions, management fees, and expenses may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed; their values change frequently, and past performance may not be repeated. Mutual funds are provided through Carte Wealth Management Inc., and insurance products and services are provided through HUB Financial.