Grant Roberts
Prior to joining Welch, Grant worked in the financial planning department at TriCert Investment Counsel Inc., an Ontario based investment management organization. While there, Grant completed holistic financial planning work for a range of individuals across the country, specializing in business owners and professional corporations. He is a firm believer in the value of integrating accounting, financial planning, and investment management to help clients reach their financial goals.
Grant graduated from Carleton university in 2015 with a Bachelor of Commerce degree and in July of 2021 obtained his Certified Financial Planner® designation from FP Canada.
Quick Facts
Joined Welch in:
2024
Education:
Bachelor of Commerce, Carleton University
Phone
613-236-9191 ext. 284
Industries
Estate Planning
Services
Are You Ready To Talk To A Specialist?
Get in touch, tell us your needs and we’ll assign an industry specialist to your organization.
