Meet the team

For over 25 years, I have had the distinct pleasure of working with Dan and his fabulous team at The Grant group. Never for a minute, have I not felt safe and well protected, from the ups and downs of the financial marketplace. I have always been well informed on all fiscal developments, and they truly have treated us as family. The customer service his wonderful team provides on an on-going basis is absolutely first class, and no questions posed have ever seemed too trivial to not warrant a professional and well-informed response. I would not hesitate for a second to highly recommend their premium financial service.

– Clinton Y.

I have been working with the Grant Private Wealth team for a number of years, and have found them to be personable, knowledgeable, and always willing to make the time to speak with me. This is not always common in this space, which I truly appreciate in this team. Although I am in touch with most members of the team, Gail is usually my first point of contact – she is always available to take my call and I can hear her smiling while talking to me.

– Pauline S. & Roy M.S.

I am pleased to write a little bit about my experience with the Grant group. It begins with Dan Grant in 1995, just after the Quebec Referendum in 1995. The referendum Canada almost lost. I was with Canada Trust at that time. I worked in the Entertainment business based in Toronto: a volatile profession fraught with insecurity. I was doing well but I was very worried about the Referendum. I could not get my Advisor to return my anxious calls before or after the event. And that was that.

I had a regular bank account at RBC in Forest Hill. They recommended Dan who was still part of Dominion Securities. Dan returned my call immediately. We spoke on the phone, I heard what I needed to hear, and we got together. That was 26 years ago.

Dan always enjoyed my stories about show business. But he appreciated the risks. So, he evolved a way forward for me that would, over time, mitigate risk and lead to financial security. The plan has succeeded.

He said something to me once that I have repeated many, many times. I am passionate about dull stories. Perfect.

With this credo, he saved me from the DotCom bubble, the Bri -X/resource bubble in Alberta, where I was working. He talked me out of investing in options.

These dull stories patiently pursued, have accomplished their goal. Now I often speak with Matthew Grant. Our conversations are full of fun, often meander into travel, show business, the current political landscape in Canada and abroad. But in the end, it always comes back to carefully, cautiously managing my investments.

At some point the Grants took over managing my partner’s portfolio – with the same approach and the same result.

Lately we have been talking about the new paradigms which are emerging: Climate change, the Green economy, Zero Carbon, FinTech – and how we can participate in this space but with our usual cautious approach.

All in all, this has been a good story. Through all the crazy, sometimes frightening ups and down in the world since 1995, we have stayed the course. We will continue.

– Peter L.

Quality and trusted service. Expert advice. Personal attention. Professional and reliable management. That is my experience with Grant Private Wealth for going on 30 years.

– Robert B.