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 and is open to all investment ideas/strategies allowing him to tailor portfolios to clients’ specific needs easily. Further, Grant leverages his interest with new technological trends, such as cryptocurrencies, blockchain and artificial intelligence to help his clients.
Portfolios currently under his management are a blend of stocks, bonds, preferred shares and ETFs, providing market risk mitigation during down times.