Mathew Grant
Senior Portfolio Manager & Wealth Advisor at RBC Wealth Management | Toronto, Ontario, Canada
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Mathew Grant is a seasoned Senior Portfolio Manager and Wealth Advisor at RBC Wealth Management, where he leverages over 16 years of experience in the financial services industry to provide integrated wealth management solutions for affluent investors. His journey in wealth management began in 2007, fueled by a passion for finance and a commitment to making a meaningful impact in the lives of his clients. Mathew has developed a reputation as a trusted partner, working closely with clients to craft tailored investment strategies that align with their unique financial goals and risk tolerance.
At RBC Wealth Management, Mathew is recognized for his expertise in portfolio management, investments, and financial advisory services. He specializes in a diverse array of asset classes, including equities and fixed income, ensuring that his clients benefit from a well-rounded investment approach. His proficiency in commercial lending and insurance further enhances his ability to provide comprehensive financial solutions. Mathew’s collaborative approach, particularly in partnership with his colleague Dan, has positioned them within the top 3% of Investment Advisors in the industry, a testament to their dedication and client-centric philosophy.
Key projects that Mathew has spearheaded include the development of innovative investment strategies that adapt to changing market conditions, as well as educational initiatives designed to empower clients with the knowledge they need to make informed financial decisions. His commitment to excellence and continuous improvement in wealth management practices underscores his role as a leader in the field, making him an invaluable resource for clients seeking to navigate the complexities of their financial futures.
Senior Portfolio Manager & Wealth Advisor at RBC Wealth Management in January 2018 to Present
Vice-President, APM & Wealth Advisor at RBC Wealth Management in April 2012 to January 2018
Investment Advisor at RBC Wealth Management in April 2008 to April 2012
Associate Investment Advisor at RBC Wealth Management in April 2007 to April 2008
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Portfolio Management
Investments
Estate Planning
Financial Planning
Insurance
Wealth Management
Investment Strategies
Charitable Trusts
Mortgage Lending
Commercial Lending
Equities
Private Banking
Financial Services
Consumer Lending
Financial Advisory
Charitable Giving
Investment Management
Management
Fixed Income
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Discover more about RBC Wealth ManagementWhat is Mathew Grant email address?
Email Mathew Grant at [email protected]. This email is the most updated Mathew Grant email found in 2026.
What is Mathew Grant phone number?
Mathew Grant phone number is +17057892100.
How to contact Mathew Grant?
To contact Mathew Grant send an email to [email protected]. If you want to call Mathew Grant try calling on +17057892100. (updated on September 13, 2024)
What company does Mathew Grant work for?
Mathew Grant works for RBC Wealth Management
What is Mathew Grant's role at RBC Wealth Management?
Mathew Grant is Senior Portfolio Manager & Wealth Advisor
What industry does Mathew Grant work in?
Mathew Grant works in the Financial Services industry.
Mathew Grant Email Addresses
Mathew Grant Phone Numbers
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