Discover the freedom to live the life you want

Ideally, we'd all like direct access to the individuals we've selected to manage our investments. Fortunately, this access is possible through Craig Grant, a Portfolio Manager and Financial Planner. This premium level of discretionary wealth management is designed to offer you greater transparancy with your investments while freeing you from the day-to-day details of managing your wealth.
As a licensed Portfolio Manager and member of RBC Dominion Securities Private Investment Management (PIM) program, Craig's high level of expertise is highly sought-after in the financial services industry. PIM managers, like Craig, have been selected for their exceptional money management abilities, and high standard of ethics and client service to join an elite group of Advisors. 

Available exclusively for portfolios in excess of $200,000, Private Investment Management gives you the confidence to pursue your goals. Please contact us directly at or (604)870-7156 to learn more about the PIM program.
Key Benefits of Private Investment Management
Discretionary Portfolio Management through a Personal Portfolio Manager
Allows you to delegate responsibility for day-to-day investment decisions to a personal Portfolio Manager.
The Highest Credentials at Your Service

Only a select group of our Investment Advisors can offer you portfolio management services through Private Investment Management.
Direct Access to Your Portfolio Manager

Because you have a personal relationship with your Portfolio Manager, your portfolio can more accurately reflect your individual goals and objectives on an ongoing basis.
Craig Grant's Meticulous Six-Step Process

To ensure that we always act in your best interests, your Portfolio Manager follows a meticulous six-step process. This process balances your desire for freedom with your expectation for excellence.
To learn more about Private Investment Management, please contact Craig directly at (604) 870-7156.