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Jonathan Grant

Investment Advisor

  • B.Comm.

Working together to help you achieve what truly matters to you

As an Investment Advisor at TD Wealth Private Investment Advice, I provide comprehensive wealth management advice and solutions to individuals, business owners, business professionals, and their families. Wealth management involves using sophisticated investment tools to create a strategy which brings together all the elements you need to achieve your financial goals. This could include everything from investments and insurance, to retirement, tax, and estate planning.  

"My commitment to you is to incorporate a holistic wealth management platform which involves a team approach. I engage a panel of Specialists who work with you to clarify, organize, and simplify what you believe is most important to you regarding your family's wealth. Through our in-depth discovery process, we  develop a comprehensive and customized plan based on your investment goals and objectives to ensure that you enjoy peace of mind while you accumulate, preserve, and transition your wealth with confidence!"

Whether you are an investor looking for long-term growth or retirement income, my wealth management approach assures that every client receives sound, objective investment advice.

In addition to my extensive knowledge within the business arena, after graduating with a business diploma and a Bachelor of Commerce degree, I have acquired many years of experience working as a Personal Banker, Financial Advisor, and as an Investment Advisor. I am actively involved within my community as an athlete, and also serve on a number of boards and committees.  

On a more personal side, my wife Vanessa and I enjoy watching our young son Cohen grow into a little boy. I am born and raised in Orillia and my roots in the area go all the way back to many generations past, to today, where my grandparents, parents, siblings, and nieces and nephews all call the "Sunshine City" our home!

ADDITIONAL CONTACT

Toll Free: (866) 215-7070
Fax: (705) 330-0133
Branch Office: (866) 215-7070
Branch Fax: (705) 330-0133

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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You have questions, I have answers. Let's have a quick chat.

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.

U.S. banks disappoint. But are there bright spots ahead?

U.S. banks reported improved third-quarter results from the previous quarter, but continue to lag the S&P 500 Index. Are there any signs that's going to change? James Hunter, Co-Portfolio Manager,  TD Asset Management, talks about the latest results and the outlook for the sector.

Don’t let those unexpected savings just sit there

Despite major headwinds in the economy, many Canadians have been saving a record amount of money this year. If you have extra cash right now, here are four ways it can help power your goals.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?