Jonathan Grant

Jonathan Grant

Associate Portfolio Manager

Senior Investment Advisor

CIM®

B.Comm.

Working together to help you achieve what truly matters to you

Phone

Office

(705) 330-0067

Office Location

190 Memorial Avenue Orillia, ON L3V 5X6. map

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. 

Phone

Toll Free

(866) 215-7070

Fax

(705) 330-0133

Branch Phone

(866) 215-7070

Branch Fax

(705) 330-0133

Certificates

CIM®

B.Comm.

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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