Our expertise is second to none. We will give you peace of mind with our comprehensive financial planning platform, personalized solutions and exceptional service.
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
•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
Main benefits
These services are offered by third party specialists. ₁
Purpose
Main benefits
These services are offered by third party specialists. 1
Purpose
Main benefits
These services are offered by third party specialists.2
Purpose
Main benefits
These services are offered by third party specialists.2
Purpose
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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:
Main benefits
Do you want to give back to the community? Let our team guide you in designing a philanthropic plan.
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]
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.
