Honouring our past while looking to the future

Remaining connected to your roots is an essential part of growing. We experienced this firsthand when we inherited this practice from Jim Grey, a well-respected veteran advisor, who instilled in us his strong work ethic, exceptional business acumen, and people-focused approach. For several decades, we have been growing alongside our clients, helping them build the future of their dreams, and ours.

Grey Wealth Partners team
Grey Wealth Partners team

Who we are

As a family business within Canada’s largest bank, we remain true to our values, gained from decades of industry experience, to provide seamless, reliable, and trusted service.

Meet our team
Family peacefully strolling the park
Family peacefully strolling the park

What we do

Our team’s top priority is safeguarding your wealth. With an emphasis on long-term growth, we have perfected our process to protect your wealth and preserve your desired lifestyle.

See our approach
A beautiful mountain view
A beautiful mountain view

Insights

We believe education leads to empowerment. From tax planning tips to retirement checklists, read the latest research, insights, and news to discover how you can set yourself up for success.

Explore our blog
 

Timeless values. Trusted service.

Find out how our family business can support you.

Contact us today