Grant Ackerman, Investment Advisor,Victoria, BC

Craftsmanship

If you closely examine the most iconic designs of the last 50 years you'll quickly realize that these masterpieces have a common thread, they weren't conceived after a single meeting - or two. The design teams labored, even obsessed over every stitch, every curve, every sprocket until it met their precise requirements and reflected their definition of success.

In my experience, it’s the little details that make the difference in the long run. That's why my colleagues and I invest as much care and consideration as we do into the meticulous planning and investment of our client's wealth so they can enjoy the best life has to offer.

When it comes to your financial well-being, insist on the professional craftsmanship you deserve.

Insist on Ackerman Private Wealth

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Helping you achieve your vision of success

We take the time to get to know you and understand your vision for the future. Our team of professionals can work with you and your family to develop an effective plan to help you make that vision a reality.

Ackerman Private Wealth 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.

Part of Ackerman Private Wealth

ADDITIONAL CONTACT

Toll Free: (888) 356-4142
Fax: (250) 356-4166
Branch Office: (250) 356-4104
Branch Fax: (250) 356-4166

LANGUAGES

English

EDUCATION

Bachelor of Commerce, Major in International Business from Peter B. Gustavson School of Business at the University of Victoria

COMMUNITY INVOLVEMENT

Board Member Emeritus, Victoria Symphony Society

SOCIAL LINKS

Additional Information

A commitment to a strategy that is aligned with your investment philosophy is key to the successful selection of investments for your portfolio. Failing to have a core set of principles can result in an endless cycle of switching from one poor product solution to another. The potential net result: a collection of reactionary ideas that seemed good at the time, instead of a well-tailored portfolio that aims to deliver at all times.

- Brad Simpson, Chief Wealth Strategist, TD Wealth

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

Meet The Team

Charlotte Tolsma

Administrative Associate

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Covered Call Options and their Tax Treatment

Return of Capital

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Request appointment

Additional TD Specialists

John NicollsBusiness Succession Advisor

Mark RogersEstate Planning Advisor

Treva Newton Tax and Estate Planner

Dugan BattenHigh Net Worth Planner

Luke MlynarczykTax and Estate Planner

Jill BoneTrust Officer

Jo-Anne RyanVice President, Philanthropic Advisory Services

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

Link

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.