Associate Portfolio Manager
Senior Investment Advisor
CIM®
B.Comm.
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.
Client Service Associate
Client Service Associate
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.
