Honouring our past while looking to the future
Remaining connected to your roots is an essential part of growing. We experienced this firsthand when we inherited this practice from Jim Grey, a well-respected veteran advisor, who instilled in us his strong work ethic, exceptional business acumen, and people-focused approach. For several decades, we have been growing alongside our clients, helping them build the future of their dreams, and ours.
Meet our team
United by one mission: to safeguard your wealth
At Grey Wealth Partners, taking care of your wealth is our life’s work. We rely on our vast and varied experience to deliver a truly flexible and completely exceptional client experience.
Chris Grey
Bruce Grant
Lyndell Grey
Karan Malhotra
Laurel Mitchelson
Stacy Da Silva
Marnie Matthies
Nidhi Ahuja
Lorelie Utadora
Savodhya Illangasinghe
Meet our partners
Hands-on support
Our clients often come to us for a solution to a specific issue. That’s why we partner with our extensive network of specialists across RBC to tackle any issues as they arise with an all-encompassing, flexible financial plan.
Financial planning
Our extended team can help you take your financial planning to the next level with strategies and projections that incorporate your goals, dreams, and long-term aspirations.
Insurance services
If you’re looking to create, preserve, or transfer your wealth, our insurance specialists can give you tailored advice and solutions.
Wills & estate planning
We’ll help you plan an organized, tax-efficient transfer of assets to the people and causes that matter most to you.
Commercial financial services
With access to business advisors and expert advice, we can help you coordinate all your complex commercial banking needs.
RBC banking
For credit and lending solutions, you’ll have access to our full suite of retail, private, and premier banking services, and our team will ensure you’re connected with the right specialists.
RBC Royal Trust
To address any concerns and determine opportunities, our partners can provide you with personalized, thoughtful solutions for your trust and estate.
What we do
We start with you
By working with Grey Wealth Partners, you’re joining a network of specialists who are all committed to your specific needs. Based on decades of experience, as well as everything we have heard from our clients over the years, we have created a truly one-of-a-kind approach.
Family first
Nothing is stronger than familial bonds. We see ourselves as a family business, and we understand the unique challenges families face when it comes to safeguarding their wealth for future generations.
Proactive
Your goals are our guide. We continually strive to anticipate your needs at every stage to develop innovative, long-term wealth solutions.
Prudent
We understand that you entrust us with an immense responsibility when it comes to managing your wealth, which is why our investment strategy, which focuses on Private Investment Management, prioritizes stability and growth.
Hands-on
With our extended team of experts at your disposal, we’ll help you determine the right opportunities for seamless financial coordination.
Resources
Wealth Management Guides
Estate planning guide
Retain more of your assets, protect your estate, and leave a lasting legacy.
Charitable giving guide
When done properly, charitable giving benefits both society and you, the donor.
Retirement checklist
This checklist may serve as a handy tool in helping make the most of your retirement.
Tax Planning Resources
2025 handy financial facts
A quick guide that outlines contribution limits, tax deadlines, pension amounts, and more.
Tax reporting guide
Important dates and required tax information to help prepare your annual tax return.
Online Services and Statements Support
Signing onto WM Online for the first time
Safely access the information you want about your accounts.
Understanding your monthly statements
If you have any questions regarding your statement, please give us a call.
Insights
