Our Vision

Clarity, Integrity, Focus, Balance, Discipline, Commitment…

this is the foundation on which Grand Wealth Management was built.

Grand Wealth Management services clients in the Waterloo Region and surrounding areas as well as in Alberta, BC and Europe, as clients have relocated. Using a team approach, we strive to provide superior service to our clients and their families.

We help to simplify their lives and provide them with peace of mind, knowing that we are working to provide them with comprehensive financial expertise in all areas of their investments.

Our clients are busy professionals, business owners , charitable foundations, non-profit educational organizations, and high net worth individuals who value our disciplined collaborative process.

Grand Wealth Management is a distinguished investment team at ScotiaMcLeod, one of the leading Financial Services firms in Canada.  

 McLeod, Young, Weir was founded in 1921 by four entrepreneurs based upon a foundation of trust, financial expertise and innovation – characteristics that have prevailed since this foundation.

McLeod, Young, Weir was acquired by Scotiabank in 1987 and is now a wholly owned subsidiary of the bank. ScotiaMcLeod is able to offer clients the most comprehensive range of investment products and services available today.