Grant Roberts
Prior to joining Welch, Grant worked in the financial planning department of 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
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