Grant Ackerman

Grant Ackerman

Senior Portfolio Manager

Senior Investment Advisor

CIM®

CFP®

FCSI®

Helping you achieve your vision of success

Phone

Office

(250) 356-4142

Office Location

3671 Uptown Blvd, Suite 201 Victoria, BC V8Z 0B9. map

Connect

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.

Phone

Toll Free

(888) 356-4142

Fax

(250) 405-1767

Certificates

CIM®

CFP®

FCSI®

Community Involvement

Board Member Emeritus, Victoria Symphony Society

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

Our Clients

At Ackerman Private Wealth, we act as investment council and trusted advisors for a variety of businesses and individuals with over $1,000,000 in investable assets.

Businesses

Canadian foundations
Corporations
Legal trusts

Private Individuals

Retirees
Executives
Medical professionals
Entrepreneurs
Professional athletes

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

TD Specialists

As no two clients are alike we have hand-selected a network of specialists across TD Bank Group than can be engaged to help provide our clients with the right solutions for each unique wealth management need.

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.