Grant Bell

Grant has more than 20 years of experience in finance and holds the Chartered Financial Analyst® (CFA®) and Certified Financial Planner (CFP®) designations, considered to be the highest accreditations for the analytical and planning aspects of the business. His title Portfolio Manager represents years of advanced education, extensive experience advising clients, and a commitment to putting clients’ interests first.

Focused on individualized and innovative strategies, and licensed to provide sophisticated options and derivatives strategies, Grant provides a comprehensive suite of wealth management services. He willingly engages TD specialists as needed to address complex high net worth situations and is also a Life Insurance Advisor with TD Wealth Insurance Services.

Grant has been with TD since 2007 and previously worked with CIBC for nine years as an Investment Specialist and Private Banker. He holds a Bachelor of Commerce degree from Simon Fraser University. Grant enjoys spending time with family and currently volunteers as coach of his children’s hockey team, and in the past he has also coached their ringette and lacrosse teams.

 

Sea to Sky Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.