Vice President, Associate Portfolio Manager
Grant Gingrich has over 30 years experience in the investment and financial services business. He currently helps to manage over $100 million in clients assets in Canada, and is a member of the BMO Nesbitt Burns Presidents Council. He is life insurance licensed.
Associate Investment Advisor
Sonia and Grant have worked together for over 20 years. As a key partner Sonia provides excellent administrative and client service support.
She is familiar with all aspects of the investment process, and is fully licensed for all security orders, including options.