Welcome to Ackerman Private Wealth
Grant Ackerman, CIM®, CFP®, FCSI®
Senior Portfolio Manager & Senior Investment Advisor
T: 250-356-4142
E:Grant.Ackerman@td.com
Grant Ackerman is a Senior Investment Advisor and Senior Portfolio Manager with over 25 years of experience in financial services—all with TD. He works with individuals and families to navigate increasingly complex financial decisions through disciplined wealth planning and a well‑considered investment strategy.
He graduated from the University of Victoria’s Bachelor of Commerce program with Distinction and holds the FCSI®, CIM®, CFP®, and CIWM® designations. The FCSI® represents one of the highest levels of distinction in Canadian financial services, while the CIM® is widely recognized as the industry standard for discretionary investment and portfolio management. As a CFP® professional, Grant brings a comprehensive approach to financial planning, and his CIWM® reflects advanced expertise in serving high‑net‑worth clients.
Grant provides both discretionary and non‑discretionary investment management, supported by a structured four‑pillar approach that aligns planning and portfolio strategy with each client’s goals, priorities, and evolving needs.
By maintaining a focused number of client relationships, Grant and his team provide a high level of personal attention and continuity—an approach that reflects the importance he places on long‑term relationships and taking the time to understand what matters most to each family he serves.
Grant is active in the community and is a long‑standing advocate for mental health awareness. He is also a former board member of the Victoria Symphony Society.
Grant resides on the Saanich peninsula with his wife Danielle and their two children. Outside of his work, family time is central—and chances are you’ll find him at a rink, dance studio, dojo, field, or the barn cheering on his kids.
Max Gershman, BSc.
Client Relationship Associate
T: 250-356-4046
E:Max.Gershman@td.com
Max is a Client Relationship Associate with Ackerman Private Wealth at TD Wealth Private Investment Advice, supporting an integrated approach to wealth planning and investment strategy. He works closely with individuals, families, and business owners to help deliver a consistent and personalized client experience alongside the team.
Max focuses on building strong relationships and understanding each client’s unique circumstances. His role supports the development and ongoing execution of investment and planning strategies, helping clients stay organized and informed as they work toward their financial goals.
Known for being responsive and detail-oriented, Max plays a key role in helping clients navigate important life events and transitions with clarity and structure.
Max holds a Bachelor of Science from the University of Victoria, where he graduated with Distinction, with a Major in Combined Biology and Psychology and a Minor in Business. He is currently working toward his Chartered Investment Manager (CIM®) designation as part of his ongoing professional development.
Outside of work, Max is passionate about community involvement, health and wellness, and spending time with family and friends. He also serves on the Board of Buddy Check For Jesse, a local charity supporting youth mental health awareness in sports.
Additional TD Specialists
Mark Rogers, Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Kevin Park, Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Jane Armstrong, Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Kristen Collishaw, Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Jo-Anne Ryan, Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
