Grant is all about wealth management – working with your existing lawyer, accountant and other advisors to help you achieve your financial dreams. He believes in keeping things simple and your fees low. His investment philosophy is: Preservation of Capital, Reasonable Rate of Return and Tax and Income Efficiency (in that order).
He enjoys Next Wave because it gives him an opportunity to learn about great local businesses to which he can feel confident referring his clients. He’d love to see a lawyer who works primarily in estate and family law join the group.
Favourite weekend activity: Camping in the alpine
Favourite book: Wheel of Time series by Robert Jordan
Who inspires you? People who are passionate about their clients.
Biggest pet peeve: Lack of respect
Ideal referral? A retiree who wants to understand the investments they have and get peace of mind for their cash-flow knowing they won’t outlive their money. Someone interested in developing a relationship built on trust and honesty with their advisor.