James Phair, CIM, FCSI

Senior Portfolio Manager & Investment Advisor

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Amber Grant

Associate Advisor

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With over 11 years of experience in the Financial Service industry, Amber Grant is passionate about helping individuals and families feel confident and in control of their financial lives. As a Professional Financial Planner, she believes good financial planning is about more than numbers — it’s about understanding people, their goals, and what matters most to them.

As a mother of three teenage Boys, Amber understands firsthand the balancing act families face every day. From planning for children’s education to preparing for retirement and everything in between, she brings both professional expertise and real-life perspective to every client conversation.

Known for her warm, down-to-earth approach, Amber focuses on building long-term relationships rooted in trust, transparency, and clear communication. She takes the time to listen, explain options in plain language, and create thoughtful, personalized strategies that grow and adapt as life changes.

Her goal is simple: to help clients feel supported, informed, and confident as they work toward a secure and meaningful financial future.

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