"My vision is to provide my clients with the tools and guidance necessary to best help them fulfill their financial goals and dreams." - Craig Grant
Build your wealth through a complete range of growth-oriented investments and convenient portfolio-based solutions and services.
Support the lifestyle you want using the right balance of fixed-income investments and our custom solutions and services. 
Protect your wealth with a range of tax-efficient investment solutions, insured investment products and more.

Our investing and portfolio management solutions are designed to provide:

  • Access to the full range of investment alternatives within a custom-designed portfolio
  • Personalized investment solutions, whether youre investing for yourself, your family, your business or other organization
  • a solid strategy for building, managing and protecting your investment assets
  • a disciplined approach to investing that is specifically designed to manage risk, while achieving your goals

Key benefits of Craig's Private Investment Management:

  • Discretionary Portfolio Management through a Personal Portfolio Manager.
  • The Highest Credentials at Your Service
  • Direct Access to your Portfolio Manager
  • Our unique Six-Step Process
Proud supporter of the BC Games MISSION 2014 Winter .


Important notices