Meet The Team

Senior Portfolio Manager

Senior Investment Advisor

CIM®

CFP®

FCSI®

Grant Ackerman graduated from the University of Victoria Bachelor of Commerce program with Distinction in 2003. Throughout his career in financial services he has achieved a number of the industry's highest accreditation. He is a Canadian Securities Institute’s Fellow of CSI (FSCI), Certified Financial Planner (CFP®), and a founding member of the CSI’s Certified International Wealth Manager (CIWM) program.

In exchange for clients’ trust, Grant provides a comprehensive suite of custom-tailored investment management and wealth planning services. Unlike traditional advisory practices, Grant intentionally maintains a small number of key relationships – this allows him to get to know his clients better and deliver a high degree of personalized service, which he believes, translates into better advice.

Grant prides himself on building relationships that last, taking the time his clients need and giving careful consideration to the material facts. Above all else, he respects the wealth you have accumulated and is committed to helping to keep your assets secure.

Board Member Emeritus, Victoria Symphony Society