Jonathan Grant, Investment Advisor,Orillia, ON

Phone

Office

Office Location

190 Memorial Avenue Orillia, ON L3V 5X6. map

Wealth management is all about marrying the right financial elements to achieve your goals. As a seasoned Investment Advisor with over a decade of experience, Jonathan Grant leads the Grant Wealth Management Group, delivering a holistic wealth planning approach to individuals, business owners, business professionals, and their families.

Your journey with Jonathan begins with an in-depth discovery process designed to help his team understand your financial goals. Jonathan engages a team of TD Specialists to provide advice on all areas of wealth planning including investments, retirement, insurance, tax, and estate planning strategies.

As a holder of the Chartered Investment Manager designation, backed by a Bachelor of Commerce degree in Finance and a diploma in Business Development, Jonathan will help create a comprehensive and customized plan for you and your family that allows you to accumulate, preserve, and transition your wealth with confidence. Whether you are an investor looking for long-term growth, or an individual seeking to plan for retirement, Jonathan's wealth management approach ensures that every client receives the highest level of service coupled with sound, objective investment advice.

Jonathan works where he lives. He was born and raised in Orillia and has roots that run several generations deep in the area. Together with his wife Vanessa, sons Cohen and Caleb, and daughter Victoria, he is proud to call the "Sunshine City" his home. Jonathan actively participates in his community as an athlete, a member of First Baptist Church, and fundraising for the Habitat for Humanity golf tournament. He also currently serves as Treasurer and is on the Board of the Kingsview Sponsorship Program, and helps organize the charity's annual golf tournament fundraiser.

Grant Wealth Management Group 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.

Phone

Toll Free

(866) 215-7070

Fax

(705) 330-0133

Branch Phone

(866) 215-7070

Branch Fax

(705) 330-0133

Certificates

CIM®

B.Comm.

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

Protecting your assets
Maximizing your charitable giving
Finding tax strategies and solutions
Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.