As a second-generation financial mind, Grant entered the Wealth Management business after graduating from the University of Alberta with a BA in Economics. To add to his educational foundation, Grant is currently a candidate in the CFA program.
As a young business professional, Grant is an energetic forward thinker with a calm disposition. He is open to all investment ideas/strategies allowing him to tailor portfolios to clients’ specific needs easily. During his time at Acumen, Grant and his team have been able to navigate the stock market corrections/crashes that have been thrown their way. Further, Grant leverages his interest in technology and stock markets with his belief in value investing.
Portfolios currently under his management are a blend of stocks, bonds, preferred shares and ETFs, providing market risk mitigation during down times.