YOUR JOURNEY WELL PLANNED

 

Welcome to Grantham Family Wealth.

We are dedicated to providing our clients with the resources needed for the enhancement of financial, social and family capital, as well as the optimization and preservation of their legacy.

Grantham Family Wealth was created to deliver comprehensive experience to high-net-worth individuals, families, foundations and businesses.

Total Wealth Solutions wheel 

Comprehensive Approach to Life-Long Wealth

Our clients are concerned with the impact of wealth on their families and seek responsible financial stewardship for themselves and the next generations. Our expert advice encompasses life-long wealth planning through comprehensive service offerings.

Grantham Family Wealth

 
 
 

Dynamic thinking makes a difference

We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Who We Work With

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Individuals & Families

Strategically build, preserve, and seamlessly transfer your wealth with the expertise of our distinguished financial advisors. From comprehensive wealth management and estate planning to sophisticated wealth transfer solutions, we provide tailored strategies designed to safeguard your legacy and optimize your financial future.

Smiling african american business woman standing in new office

PROFESSIONALS & BUSINESSES

Discover a refined approach to wealth management, combining strategic financial planning with bespoke solutions meticulously crafted to align with your unique financial goals.

Insights & Articles

Fast Takes on Market Trends
Markets & Investing
Liberation day tariff package hits hard around the world.
Markets & Investing
Watch our latest Client Insights webinar.
Tax Planning
On March 25, 2025, Quebec’s Finance Minister, Eric Girard, released the province’s 2025-2026 budget.
Tax Planning
On March 19, 2025, Saskatchewan Minster of Finance, Jim Reiter, released the province’s budget for the 2025-2026 fiscal year.
Tax Planning
The sale of a business opens multiple options in retirement.
Retirement & Estate Planning
In this brief video, Jamie Coulter, CEO of Raymond James Ltd., discusses the implications of the US-Canada trade dispute.
Life Events, Lifestyle & Technology
A well-crafted financial plan is the foundation for your total wealth management strategy. It's an essential first step to building wealth and creating order in your financial life as you live it.
Life Events, Lifestyle & Technology
Fast Takes on Market Trends
Markets & Investing
The tariff threat train continues to roll.
Markets & Investing
On March 4, 2025, British Columbia’s Minister of Finance, Brenda Bailey, tabled the province’s 2025/26 budget.
Tax Planning
International Women’s Day (IWD) provides an opportunity to recognize the achievements of women across all aspects of life while advocating for gender equity.
Life Events, Lifestyle & Technology
The four most dangerous words in investing are ‘This time it's different.’
John Templeton