Investments

We have been associated with Grant Private Wealth for over five years and without a doubt, Mathew and Dan Grant, and their exceptional team, has far exceeded our expectations in all aspects of investing. Our semi-retired position has supported a conservative portfolio, and our investments with them have provided extremely solid returns in the good markets, and incredible wealth protection in challenging markets.

Unfortunately we have had experience with several underperforming financial advisors over the past 30 years. Switching to Grant Private Wealth has been a huge success for us, and a decision that we certainly wish we had made much earlier in our careers. However, we are here now!

The Grant group are extremely tuned into the market and dedicated to client success in every way, with investing decisions based on solid financial analysis, supported trends, and with a keen sense of responsibility to their clients’ well-being.

We truly feel that the decisions that they are making for our family are decisions that they would make for their family, which is extremely comforting to us. We sleep well knowing that our financial affairs are being managed by RBC Dominion Securities, and most specifically Grant Private Wealth.

– Dave & Anne P.

I had a long-term goal to stop working in my mid-50s, and knew at the time I had to be consistent with saving. But more importantly, I knew I had to find someone who understood my style and could execute to get me to my goal, if I did my part.

I was introduced to Dan Grant by a colleague and felt instant trust. It was unlike what I had always heard about financial investors and advisors. At the time, I had a plan in my head, but little cash. In spite of which, Dan treated me with much respect. I instantly felt I found the right person to get me to where I wanted to be. I felt very confidently that, investment-wise, I was making sound choices and over time would be in a sound financial position.

Dealing with Dan always makes me feel like I am the only customer – I get all the needed attention and never feel I get put on the back burner. I have since seamlessly moved on to dealing with Mathew, and not only is he interested in investing my cash, he is interested in me as a person. The discussions almost always includes everyday life.

I have achieved all that I had hoped and more. I am currently piloting what I like to call “retirement version 1,” and I am not in my mid-50s yet. Lifestyle-wise, the impact has meant great peace of mind.

Grant Private Wealth is full of integrity. Their service is very professional, top-down – that is, from senior management to associate level. They are great listeners and execute to help you accomplish your financial needs and see your goals become reality.

– Geeta D.

I started dealing with Dan in 1989. I had only a small amount of money to invest. He made me feel very welcome. Over the years, he and his son Matt have been very attentive and creative. They not only talk, but they listen. In my career as a partner in a large public accounting firm, I happily referred many of my clients to the Grant group. I also referred my partners and my family. They have done a great job of investing.

– Allan R.

Over that past months, I’ve become increasingly concerned about the damage that we’re doing to our environment, especially global warming through the continued use of fossil fuels.

And after reading and hearing several prominent financial people speak about the power of matching investment decisions with non-financial values, I asked Mathew Grant to put together a proposal for me on how this might look.

I was very impressed with the results. Matt came back with a presentation and an advisor from Kent McClanahan, the Vice President of Responsible Investing, and they walked me through a deck that helped to refine options on how to align my investing with these values.

This gave Matt and me the information needed to make an informed decision on an investment portfolio which is sound, and incorporates my non-financial values.

– Mark B.