Our services

Get answers to all your financial questions from
our dedicated  team of specialists.

Investment Approach

Our expertise is second to none. We will give you peace of mind with our comprehensive financial planning platform, personalized solutions and exceptional service.

Investment Philosophy

With over 30 years experience, Grant is dedicated to providing his clients with following:

•The Preservation of Capital

•Providing a Consistent and Competitive Rate of Return

•A Focus on High Quality Businesses, Research, and Diversification

•A Disciplined Approach to Portfolio Analysis

Investment Strategy

•Buy Bonds & Preferred Shares that have a Fixed Maturity Date. Why?

If interest rates start to rise or inflation fears build, we are holding products  that will give us back our investment at a future date.

•Keep the Average Bond Maturity to Less than 5 Years. Why?

If interest rates rise, we do not want to be locked-in at lower rates. Longer duration Bonds are more volatile.

•Focus on Corporate and Convertible Bonds versus Government Bonds. Why?

Yields on corporate and convertible bonds are much higher and many corporations have better balance sheets now than at any time in the past 20 years.

•Buy Bonds with a Minimum Offering Size of $100 Million. Why?

For liquidity.

•Focus on Equities with Strong Balance Sheets, Good Dividend Yields, and a History of Increasing Dividends. Why?

To reduce volatility and to get 'paid while we wait' for capital appreciation.

•Broad diversification by term, industry, issuer, and to a lesser degree, geography. Why?

To reduce risk.

Purpose

  • Have a qualified professional manage your investment portfolio.
  • Strike a balance between risk and reward.
  • Enjoy a flexible solution that stays true to your goals.

Main benefits

  • Have a clear plan to achieve your goals.
  • Be able to react to the unexpected.
  • Achieve the maximum benefits of diversification.
     

These services are offered by third party specialists. 

 

Purpose

  • A document outlining your short- and long-term financial goals and the strategies you will use to reach them.
  • The plan reflects your personal and family situation, your risk tolerance and future expectations, and includes effective tax strategies.

 

Main benefits

  • Your finances will be in good hands.
  • You will enjoy greater peace of mind.
  • You will be able to prioritize your projects and make informed decisions.
     

These services are offered by third party specialists. 1

Purpose

  • Document how you want your assets to be distributed after your death.
  • Prevent any misunderstandings among your heirs.
  • Plan for any situation.

 

Main benefits

  • You will be protected in case of incapacity.
  • Your assets will be transferred without conflict.
  • Your wishes will be respected.
  • You will minimize the tax burden on your estate.


These services are offered by third party specialists.2

Purpose

  • It is the development of financial strategies to reduce the impact of taxes on your investments.
  • Proposing customized recommendations based on an analysis of your situation and your portfolio.
  • It's about doing more with the same money by optimizing your portfolio.

 

Main benefits

  • More money to invest or spend.
  • More freedom to achieve your goals.
  • Make tax-efficient investments.
     

These services are offered by third party specialists.2

 

Purpose

  • These solutions will ensure your family's financial future should anything happen to you.
  • They serve as a cushion to protect you from the unexpected.
  • They will help keep your family's plans on track.

 

Main benefits

  • Enjoy a safety net, even if you are not working.
  • Transfer your assets and protect your legacy.
  • Have peace of mind so you can be at ease.
     

These services are offered by third party collaborators.3

As a National Bank Financial—Wealth Management client, you can take care of all your banking in one place:

  • Everyday transactions
  • Financing
  • Specific needs
     

Main benefits

  • Savings on certain banking solutions.
  • Healthcare and legal virtual assistance services.
  • Competitive interest rates.

Do you want to give back to the community? Let our team guide you in designing a philanthropic plan.

  • Setting up a foundation
  • Distribution of donations
  • Bequests in a will

  1. Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.

  2. We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up of multidisciplinary experts who provide knowledge and advice that complement our service offering. These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.

  3. Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

New Issues

What differentiates Grant's business from that of many other Wealth Managers is not only the goals and experience listed above, but also his exposure to New Issue Offerings.

A New Issue is a security that is being sold on the market for the first time.

The participation in New Issues Offerings provides a very important and unique product to Grant's clients. When a New Issue comes to market, it is priced relative to the existing shares or the companies' peers. This means they are frequently priced at a discount to current market prices or similar products.

Additionally, New Issue costs are typically picked up by the issuers which means there are no commissions charges to the client.

Aside from the potential return incentives and commission savings listed above, Grant's career began in the Syndication Department of a major Canadian Broker that provided him with an opportunity to learn first-hand how New Issues are brought to the market as well as how to properly analyse these products.

Furthermore, the distribution system for New Issues recognizes advisors who participate in the offerings. As a result, Grant is more likely to have access to products and issues that others will not. For his clients, this results in a broader range of products available.

Grant's expertise and sustained participation in New Issue Offerings continues to provide significant value to all of his Clients.

[New Issues may not be suitable for all clients and clients should take care in reading the preliminary and final prospectus]

Personalized support

Our team is made up of highly qualified investment professionals with many years of experience in wealth management. 

We leverage the expertise of all team members to ensure our clients get the best possible financial management advice.

Contact us

Our team members are there for you. Contact us directly at