About Brett Grantham

Brett is a Portfolio Manager and the cofounder of Grantham Family Wealth of the 3Macs Division of Raymond James Ltd. Brett has more than 15 years of experience in the financial services industry. His practice specializes in family focused wealth management. In addition to investment management, Brett and his team coordinate financial planning and estate planning services from within the firm and work with clients’ accountants and attorneys to produce well planned total solutions for families and individuals.

Brett understands the complexity of the current investing landscape and can help clients navigate and fully utilize the various structures and account types available to Canadian investors. These possibilities include Registered Retirement Savings Accounts (RRSPs), Spousal RRSPs, Locked-in Retirement Accounts (LIRA), Tax Free Savings Accounts (TFSAs), Registered Education Savings Plans (RESP), formal and informal trust accounts as well as corporate accounts for operating and holding companies. Each of these structures and account types have different advantages and implications for families and individuals to consider. Brett and his team will help clients to make the most of these opportunities.

Brett uses fundamental analysis criteria to select securities and he takes a long-term approach to investing. Brett’s broad and in-depth understanding of the markets along with his relaxed manner allow for an ease of communication with his clients. Brett and his clients work together to produce investment solutions designed to operate within today’s shifting market environments while maintaining a disciplined investment process. Brett maintains a manageable client roster composed of a select group of individuals, families and corporations.

Brett has been married to his wife Silvia for more than ten years and they have an eight year old son Charlie and a six year old daughter Veronica. While work and family keep Brett very busy, he does enjoy Toronto’s amazing culinary opportunities and can often be found Saturday mornings at the St. Lawrence Market. Brett also enjoys, theatre, travel, tennis, Italian reds and fantasy football.