Tom Kelly

Our family has invested with Granville West 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.  That relationship has bridged into a second generation of management and a second generation of investors as our children matured and went off to university and on to careers with their own GW portfolios, and has already begun with a third generation – our grandchildren.  Investment planning and advice has always been sound and responsive to both markets and our personal needs and preferences, including when investments such as real estate were not made directly via GW, and included peripheral aspects such as wills and estate planning.  GW has been a terrific fit for our family’s financial situation.     

I'd just moved home to Canada after much of my adult life living abroad. I had no roots in Vancouver, and certainly no long term financial plan. Friends I trust recommended Tom Kelly and the Granville West Group.  After my intro meeting with them, I felt a great weight off my shoulders. Together we began implementing a long term strategy that has changed the trajectory of my financial literacy, and financial future. The system the team helped us put in place has scaled as our family and businesses have grown. Of course the market has its ups and downs, we've been through the 2008 crash and now a pandemic. But the Granville West Group has kept us educated and informed, and holding steady to achieve our long term goals while giving us peace of mind and an education for which we are truly grateful. They listen to our goals and help us navigate our options. When the Granville West Group suggested a strategy for my first pillar that did not immediately benefit them (save for the down payment of a principal residence), my trust in them began to find roots.  Since that time we've made more family decisions that don't immediately benefit their own bottom line, but rather the needs of our family, and still we find great support. We know they want the best for us, and in turn earn our long term loyalty. The Granville West Group helps us make well educated decisions, navigate the ups and downs of investing, care about the fees they charge and socially/environmentally responsible investing, and truly have our long term interests at heart.