John Dickson Grant

John Dickson Grant

Gestore di Portafoglio-Azioni presso The Harbour Group (Canada)

Consumer Services
Finance

Profilo

Mr. John D.
Grant, CFA MBA, is a Senior Portfolio Manager & Wealth Advisor at The Harbour Group (Canada).
He uses sophisticated finance experience to provide personal financial advice for Chief Executive Officers, business owners, professionals and established families.
He has provided individuals, corporations and institutions with financial advice since 1992.
He employs both direct securities investment and tax and risk management tools to achieve long-term wealth preservation and growth.
Mr. Grant holds portfolio manager, securities, options and insurance licenses.
From his experience as a Managing Director in Investment Banking at RBC Capital Markets and at Midland Walwyn/Merrill Lynch, he brings a detailed knowledge of company fundamentals, an attention to detail and an acute awareness of client priorities.
Mr. Grant has earned the highest credential in the financial industry as a CFA charter holder.
He completed an MSc in Accounting & Finance at The London School of Economics and a BA (Honors) in Commerce & Economics at the University of Toronto.
He has chaired the Investment and Pension Committees of Victoria University in the University of Toronto and has served on two Investment Committees of the United Church of Canada.

Posizioni attive di John Dickson Grant

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Gestore di Portafoglio-Azioni -
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Formazione di John Dickson Grant

University of Toronto Undergraduate Degree
London School of Economics & Political Science Graduate Degree
DeGroote School of Business Masters Business Admin

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