We don’t just earn returns.
We earn your trust.
We don’t just see policies, programs or portfolios, we see your challenges, dreams and aspirations. Truly understanding where you’re coming from is the only way to get you where you want to go.
Personal finance doesn’t have to be complicated. At Granville West, we take the time to help you clearly understand things like budgeting, saving, investing and insurance options. It’s our way of making finance a whole lot friendlier.
We work for you and only you.
We are 100% independent and free of third-party influence. So you can rest assured our investment advice, benefits programs and insurance recommendations are always based on your needs and not someone else’s.
I've worked with Granville West Group for over 15 years, and find their approach to be well-balanced, secure where necessary and opportunistic when aligned with an overall strategy. They keep me on task and prepared for the future, and help with bringing our investment goals back to the things we really value. I look forward to many more years of advice.
I have been working with the Granville West Group for over 10 years now, and can not recommend them highly enough. Our relationship has grown from managing my families insurance and financial planning needs, through to benefits planning and administration for my own company. Having both of these services in one place has made my life so much easier. The team have been amazing partners through the years but more importantly, they are great people. They exude integrity and professionalism and I can’t thank them enough for their insight over the past decade.
We've worked with Granville West Group for 11 years, and during that time have formed a trusting relationship with the team that goes well beyond our benefits plan. They have saved us both time and money in finding a benefit package that is right for our organization and employees, at the best possible price. Best of all, they step in and solve problems if there is ever an issue between our staff and the benefits provider.
Our family has invested with Granville West Group for almost four decades, beginning after we opened a small business in 1993. The initial appeal was having the owner of the investment firm as a personal advisor, after having worked with larger firms that provided services on a far less personal level. Investment planning and advice has always been sound and responsive to both markets and our personal needs. Granville West Group has been a terrific fit for our family's financial situation.