Wealth management

As an entrepreneur and business owner, my journey has entailed unique challenges, evolving definitions of success, and ensuring that those close to me have always remained a priority. On that road from an early stage entrepreneur, through structural changes, and on to a mature successful business one thing that has remained constant has been my treatment and guidance from Dan and Mathew. Without fail I have been treated with respect, integrity, timely attention, and a consistent philosophy. These qualities have allowed me to not only grow my wealth considerably over time, but to do so in a way where I feel confident no matter the environment. I’m very appreciative of their proven financial expertise; their ability to be proactive and not just reactive; hearing my concerns and completely explaining everything to me; as well as their fast, efficient service, and reaction time. Now I have entrusted Dan and Mathew to extend these benefits to my children, where I hope to instill these values we share in common and I feel are an integral part of my success. I would say this is the strongest endorsement I could make.

– Richard G.

I really appreciate the responsiveness and availability of the Grant Private Wealth team. In addition to their overall impressive performance, they deliver value by making themselves available – whether to talk through new investment ideas, to provide perspective on long-term goals, or to consider the impact of a new life event on one’s financial planning. Truly a pleasure to work with.

– Adam A.

I have been a client of Grant Private Wealth, predominantly Dan Grant, the patriarch of the group, for in excess of 30 years. By the late 1980s, as a Chartered Accountant who had been in public practice for some time, I had accumulated a portfolio of investments that I felt was at the stage that it required the expertise of an investment advisor who was both personable and extremely knowledgeable about investment markets, and who had the support of a large brokerage firm like RBC DS. One of my clients was also one of Dan’s clients and highly recommended Dan and his group. I switched my portfolio to the Grant group and have not looked back since!

With my wife’s and my continued contributions to the portfolio and the expertise and excellent service of Dan and his group, we have watched our portfolio grow substantially over the years. In addition to the portfolio management side, Dan and his group have been extremely helpful with regard to insurance and estate planning matters. Dan has become a trusted advisor and a true friend.

Based on my experience with Grant Private Wealth, I have recommended them to several clients and friends over the years. I have nothing but good things to say about Grant Private Wealth, and I will continue to recommend them to anyone looking for the skill set and attributes that they possess.

– Donald B., CA, CPA

Our relationship with Dan Grant has been ongoing for the past 35 years. From our early business career through to retirement, Dan has been a steady presence managing our finances with expertise, care, and a thoughtful eye on the future.

We have been through good times and lean times, good markets and markets that have been volatile, but we always rode it out after Dan consulted with us, explaining the state of the union and what we might expect to follow. After hearing his report that the world was not coming to an end, we’d confirm again we were in it for the long haul! The long haul has passed very quickly…and indeed, happily we are still in it.

Dan and his team helped us deal with the monetary lifestyle changes that arise through retirement, and other matters dealing with the protection of assets for our family. We continue the relationship and look forward to many more years as clients with Dan Grant and the RBC/Dominion Securities Wealth Management Team.

– Helen and Marty P.