Consultative, Thorough & Indispensable


EXPERT FINANCIAL ADVICE YOU CAN TRUST

Among the best educated and most highly accredited Wealth Managers in the country, James Grill has made furthering his knowledge on best practices in the industry a priority for more than twenty-five years. His clients benefit greatly from the quality advice and guidance that he and his team are able to provide.

The James Grill Wealth Management team has the knowledge and experience to ensure that client goals are achieved in the most timely and effective manner possible.

Total Wealth Solutions wheel 

Are you Retirement Ready?

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

 

Who We Work With

Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

Businesses & Corporations

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

Professionals

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.
An investment in knowledge pays the best interest.
Benjamin Franklin

Information & insight

Watch our latest Client Insights webinar.
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Tax Planning
On March 25, 2025, Quebec’s Finance Minister, Eric Girard, released the province’s 2025-2026 budget.
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Tax Planning
On March 19, 2025, Saskatchewan Minster of Finance, Jim Reiter, released the province’s budget for the 2025-2026 fiscal year.
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Tax Planning
The sale of a business opens multiple options in retirement.
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Retirement & Estate Planning
In this brief video, Jamie Coulter, CEO of Raymond James Ltd., discusses the implications of the US-Canada trade dispute.
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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.
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Life Events, Lifestyle & Technology
Fast Takes on Market Trends
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Markets & Investing
The tariff threat train continues to roll.
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Markets & Investing
On March 4, 2025, British Columbia’s Minister of Finance, Brenda Bailey, tabled the province’s 2025/26 budget.
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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.
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Life Events, Lifestyle & Technology
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