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Committed to providing you Essential, Exceptional Service and Solutions.
Through deep discovery I will learn what is important to you and create you a unique Wealth Plan. As part of our commitment to provide you with essential, extensive and exceptional service and solutions, we will have regular discussions and work together with you to help achieve your goals. We appreciate you have worked hard to create your wealth and we understand the importance of protecting this and your vision.
At the heart of our relationship in understanding you. Relationships are built on trust, and having a level of trust is based on communication, listening and putting together a unique plan for you.
We are committed custom solutions that are tailored to your needs with * high-net-worth families * holding companies * medium to large business owners * professional corporations
At TD Wealth Private Investment Advice, we collaborate with other TD Specialists to provide the comprehensive range of expertise that you may need . Together we offer: Insurance Planning, Will & Estate Planning or Legacy Planning, Charitable Giving Strategies, Business Succession Planning as well as Tax Management
Grant Wealth Management Group is part of the TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of Toronto-Dominion Bank.
Wealth management is all about marrying the right financial elements to achieve your goals. As a seasoned Investment Advisor with over a decade of experience, Jonathan Grant leads the Grant Wealth Management Group, delivering a holistic wealth planning approach to individuals, business owners, business professionals, and their families.
Your journey with Jonathan begins with an in-depth discovery process designed to help his team understand your financial goals. Jonathan engages a team of TD Specialists to provide advice on all areas of wealth planning including investments, retirement, insurance, tax, and estate planning strategies.
As a holder of the Chartered Investment Manager designation, backed by a Bachelor of Commerce degree in Finance and a diploma in Business Development, Jonathan will help create a comprehensive and customized plan for you and your family that allows you to accumulate, preserve, and transition your wealth with confidence. Whether you are an investor looking for long-term growth, or an individual seeking to plan for retirement, Jonathan's wealth management approach ensures that every client receives the highest level of service coupled with sound, objective investment advice.
Jonathan works where he lives. He was born and raised in Orillia and has roots that run several generations deep in the area. Together with his wife Vanessa, sons Cohen and Caleb, and daughter Victoria, he is proud to call the "Sunshine City" his home. Jonathan actively participates in his community as an athlete, a member of First Baptist Church, and fundraising for the Habitat for Humanity golf tournament. He also currently serves as Treasurer and is on the Board of the Kingsview Sponsorship Program, and helps organize the charity's annual golf tournament fundraiser.
Grant Wealth Management Group 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.
As a Client Service Associate, Jodi provides a professional level of client service, sales, and administrative support to Jonathan as part of the Grant Wealth Management Group.
Jodi is responsible for all marketing, answering of client related inquiries, and overseeing and coordinating of the daily operations for the team. Jodi brings 16 years of Branch Management experience from retail banking. She has completed the Canadian Securities Course (CSC) and the Conduct and Practice Handbook Course (CPH), and is licensed as an Investment Representative.
Outside the office Jodi enjoys spending time with her family, and friends. She truly enjoys travelling with her family.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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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.
Georgia Swan
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..
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.
advisors.td.com/grantwealthmanagementgroup
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.
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.
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: Institution Evolution
If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
Bank of Canada hikes rates, signals more to come in fight against inflation
The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.
The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
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