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

Elevate Your Wealth, Simplify Your Life

Dan and Mathew Grant are industry-leading investment advisors who deliver time-tested wealth solutions with a long-term view. “Every decade in this industry is a lesson learned,” says Dan, who has built his expertise through 40 years of market cycles and world events. “Circumstances, the environment, the world changes,” says Mathew. “But people stay the same – and people want to be looked after.”

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

Time-tested expertise combined with long-term agility

Among RBC Dominion Securities’ top-performing teams, Grant Private Wealth offers exceptional service, having both deep experience and enduring longevity. An intergenerational team poised to meet multigenerational wealth needs, Dan and Mathew are long-standing partners. With the support of their award-winning team, the pair manage over $1 billion in assets for clients ranging from high-net-worth individuals and wealthy families to corporations and charitable institutions.

Dan B. Grant

Senior Investment Advisor

Mathew J. Grant

Senior Portfolio Manager & Wealth Advisor

Gail Hoskinson

Associate Advisor

Armela Isufaj

Associate Wealth Advisor

Lucas Guthrie

Investment Associate

Riquelle Dookeran

Team Operations Lead

Emily Yang

Associate Advisor

The customer service is absolutely first class, and no questions posed have ever seemed too trivial to not warrant a professional and well-informed response. I would not hesitate for a second to highly recommend their premium financial service.

—Clinton Y.

The Grant Private Wealth team is personable, knowledgeable, and always willing to make the time to speak with me. Gail is usually my first point of contact – she is always available to take my call and I can hear her smiling while talking to me.

—Pauline S. & Roy M.S.

I worked in the Entertainment business, a volatile profession fraught with insecurity. Dan always enjoyed my stories about show business. But he appreciated the risks. So, he evolved a way forward for me that would, over time, mitigate risk and lead to financial security. The plan has succeeded.

—Peter L.

Quality and trusted service. Expert advice. Personal attention. Professional and reliable management. That is my experience with Grant Private Wealth for going on 30 years.

—Robert B.

Wealth management

Bringing your financial picture together

Proficient in the intricacies of serving foundations, corporations, and high-net-worth individuals and families, we help clients make the most of their wealth by devising and stewarding their unique financial plan.

Step 1

Discover

Considering tax mitigation, risk management, retirement goals, as well as Will, estate, and legacy requirements, we leave no stone unturned to gain a comprehensive view of your wealth.

Close-up of advisors and clients collaborating.

Step 2

Plan

With your goals always top of mind, we identify the best solutions for you, and weave them into your tailored plan to produce an easily actionable package.

Advisors with clients in an office setting.

Step 3

Educate

We know people, and people don’t follow through on that which they do not understand. In this crucial step, we make serving your future easy by explaining our recommendations in a way you can feel comfortable and confident about.

Step 4

Fulfil

We put your plan into action, serving as the central point of contact across multiple complex relationships with external and internal specialists, like accountants, lawyers, estate experts, and more.

Step 5

Maintain

Once we’ve set your finances on course, we keep them on track through regular touch points and reviews.

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.

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.

Investments

Distilling the investable universe

We believe in delivering you every opportunity. That’s why we have the capability to invest your money in virtually every asset available globally. To help you make the most of it, as we build and maintain your personalized portfolio, we continually perform multi-pronged suitability studies.