CIM®, PFP®, CFP®
Having worked through the Great Recession in 2008, Grant is acutely aware of the importance of prudent investment management and consistent communication. Grant obtained the Personal Financial Planner® and the Chartered Investment Manager® designations which allow him to apply the principles of sound financial planning and prudent investment management in order to help our clients achieve their financial goals.
Grant and his wife Lydia enjoy travelling when they can and experiencing the local culture and cuisine of where they visit. Grant is also an avid backcountry camper.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.