Grant Private Wealth of RBC Dominion Securities Inc. of RBC Dominion Securities Inc. undefined: undefined in Toronto, ON

Grant Private Wealth of RBC Dominion Securities

Complex wealth, fully coordinated

Grant Private Wealth works with clients navigating business transitions, multi-entity structures, significant liquidity events and intergenerational wealth transfers. Through a coordinated team spanning discretionary portfolio management, private banking, estate and tax planning and insurance we work to ensure decisions are made in the right sequence with the right expertise, not in silos. The result is a family office experience—delivered through one team.

assets under management

years of experience across market cycles

Dan and Mathew Grant are an exemplary embodiment of RBC’s commitment to the highest professional standards and Dominion Securities’ industry-leading quality wealth management advice. Their passion for serving clients is clearly evident.

—David Agnew, CEO, RBC Wealth Management Canada

Experience that matters

Among RBC Dominion Securities’ top-performing teams, Grant Private Wealth is led by Dan and Mathew Grant—an intergenerational partnership with experience managing complex wealth across multiple market cycles. Supported by an award-winning team, they manage over $1 billion in assets for business owners, executives, families and charitable institutions.

Dan B. Grant

Senior Investment Advisor

Mathew J. Grant

Senior Portfolio Manager & Wealth Advisor

Gail Hoskinson

Associate Advisor

Lucas Guthrie

Investment Associate

Riquelle Dookeran

Team Operations Lead

Emily Yang

Associate Advisor

Nataly Hayashi

Associate

Dan and Mathew have allowed me to not only grow my wealth considerably over time, but to do so in a way where I feel confident no matter the environment. Now I have entrusted Dan and Mathew to extend these benefits to my children. I would say this is the strongest endorsement I could make.

—Richard G.

I really appreciate the responsiveness and availability of the Grant Private Wealth team. In addition to their overall impressive performance, they deliver value by making themselves available – whether to talk through new investment ideas, to provide perspective on long-term goals, or to consider the impact of a new life event on one’s financial planning. Truly a pleasure to work with.

—Adam A.

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Wealth management

A structured approach to complex decisions

We work with clients whose financial lives extend beyond traditional planning—business ownership, trust structures, multi-generational wealth and significant investment decisions. Our approach is designed to serve as a central point of coordination, ensuring decisions are structured, sequenced and carried through with discipline.

Aerial view of downtown waterfront with tall skyscrapers overlooking blue lake and boats.

Understand the full picture

We start with a complete view of your financial life, including business interests, personal holdings, investment structures and upcoming decisions.

We have watched our portfolio grow substantially over the years. In addition to the portfolio management side, Dan and his group have been extremely helpful with regard to insurance and estate planning matters. Dan has become a trusted advisor and a true friend.

—Donald B., CA, CPA

From our early business career through to retirement, Dan has been a steady presence managing our finances with expertise, care, and a thoughtful eye on the future.

—Helen and Marty P.

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Investments

Institutional discipline, applied personally

Our investment approach is built for complex wealth. We combine broad market access, independent judgment and a structured process so portfolios are aligned with each client’s objectives, constraints and broader financial strategy.

Strategic portfolio design

Investment decisions are made in the context of your full financial picture, including business interests, tax structures, estate planning and long-term objectives.

Access across public and private markets

We invest across public equities, fixed income, alternative investments and private markets, providing access to global opportunities that match the scale and complexity of your wealth.

Disciplined selection and oversight

Every investment is evaluated through a structured, multi-layered process combining RBC’s institutional research, independent due diligence and ongoing monitoring for quality, suitability and performance.

Active management across market cycles

Portfolios are actively managed and adjusted as markets shift, your needs evolve and strategic priorities change. The process evolves with your life, not around it.