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The investment professionals at Grant Regnier Financial Group believe that integrity, trust, and honesty are integral in building and maintaining long-term relationships with clients. Our team of two investment professionals and three investment assistant support staff, drawing from diverse backgrounds and expertise, are committed to providing the highest level of client service and comprehensive financial expertise available.

Successful wealth building strategies are attained through a thorough understanding of our clients' current situation, needs, objectives and priorities. Our clients, which include individuals like professionals, retirees or entrepreneurs; corporations, foundations and trusts, benefit from wealth building plans implemented from a full spectrum of investment solutions and through our many resources available at CIBC Wood Gundy, including leading investment analysts, economists, third party research, and portfolio management systems. Ongoing monitoring and discussions with our clients ensures any plan or strategy implemented continues to meet their needs and goals.

We are active participants in the community, serving on local boards and committees, and believe in the importance of giving back and being supporters of the community. We value our client relationships and are dedicated to helping them achieve financial success.