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.
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.
At Ackerman Private Wealth, we act as investment council and trusted advisors for a variety of businesses and individuals with over $500,000 in investable assets.
Chief Wealth Strategist, TD Wealth
This includes collaboration with professionals in the areas of commercial and private banking, estate planning, insurance, tax, trusts and philanthropic giving. Above all else, these strategic relationships allow us to deliver legendary client experiences, comprehensive solutions and timely advice when clients need it most.