BMO Financial Group


As a Financial Planner (Investment & Retirement Planning) with BMO Financial Group, Grant has the experience and expertise to help you define or redefine your financial objectives and develop a personalized plan for success.

Grant’s investment philosophy:

1) Preservation of Capital: nobody likes to lose money
2) A Reasonable Rate of Return: aligned to client goals without undue risk
3) Cost Control: Managing fees is a great way to prove long-term investment performance
4) Income and Tax-Efficiency
Best thing about your job: Getting to know my clients and their families. Becoming “their guy” that they call when they have significant life events and need help navigating them

Craziest thing you’ve ever done: Climbed Kilimanjaro without relying on porters


Leave a Comment: