
Grant Ackerman, CIM®, CFP®, FCSI®
Senior Portfolio Manager & Senior Investment Advisor
T: 250-356-4142
E:Grant.Ackerman@td.com
As 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
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