With over a decade of expertise in the financial services industry, Grant Atwood is a distinguished Financial Planner and Investment Advisor at Harbourfront Wealth Management, one of Canada’s leading independent wealth management firms. He holds the prestigious Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Chartered Life Underwriter (CLU®) designations, underscoring his deep proficiency in comprehensive financial planning, sophisticated investment management, and insurance solutions.

Grant’s approach is centered on helping his clients achieve their long-term financial aspirations through the development of a personalized financial blueprint. This involves strategically aligning their investment and insurance portfolios with their unique goals and financial situations. By collaborating closely with clients, he ensures tailored solutions that address individual needs. Grant also works alongside clients’ legal and accounting professionals, providing collaborative advice and expert insight across various financial matters.

A dedicated and forward-thinking financial professional, Grant is currently pursuing the Associate Portfolio Manager designation, which will allow him to provide discretionary portfolio management services. His passion for financial planning and unwavering commitment to offering personalized, effective solutions make him a trusted partner in helping clients achieve lasting financial success.