Financial planning isn’t
a one-time thing.
It’s an all-the-time thing.

Financial Planning

Financial planning may not be the most riveting topic of discussion, but it is essential in helping you set goals, stay on track and gain the freedom to have more control over your finances (and your life). At Granville West, we help you coordinate and integrate every aspect of your financial life, so you can start letting the little things add up.

Insurance Solutions

Life is full of unexpected twists and turns. But your finances shouldn’t be. From life and disability to critical illness insurance, we provide insurance solutions that fit with your overall plan and give you the flexibility you need when you need it. It’s preparing for tomorrow, so you can breathe easy today.

Portfolio Management

Fiduciary duty is the highest standard of care in our industry. So it should come as no surprise that we are a fiduciary. This means all our Portfolio Managers are professionally designated and always have your best interests at heart. We manage portfolios to best achieve your financial goals and respond to changing market conditions quickly and efficiently.

How we work

Money talks. And we’re here to translate.

Through structured planning, goal setting and monitoring, your dedicated advisor will give you a clear understanding of your finances.

Plans work, but processes keep working.

Our proprietary process gives you the tools to make smart decisions today and to adapt to the milestones of tomorrow.

Solutions so you can sleep at night.

With decades of experience and a proven track record of results, you can stop stressing about your finances and start dreaming about them.

    Let’s talk about Wealth Management and how we can help.

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