Ackerman Private Wealth - TD Wealth Private Investment Advice - Victoria, British Columbia

Sharon W.

I have been with Grant and his team for many years and I know it was the best choice I ever made!
He and his team are professional on every level. Grant is prompt in discussing my concerns and takes the time to explain my portfolio in my language.He is respectful and supportive.He went above the call of duty by visiting me at my home when I wasn’t able to drive and my mother- in-law in her Care facility.
That doesn’t happen very often! Thank you. Sharon

Solicited review

Sheila J.

I have known Grant for 10 plus years and he has been our investment advisor for 5 years. He is the consummate professional, always helpful and promptly actions all of our requests and addresses any concerns if we have any. During our time with Grant we have experienced growth with our investments and feel secure and confident in his decisions on our behalf. We highly recommend this intelligent and caring financial specialist. And he speaks in laymans terms and is very patient with me.
Solicited review

Diana F.

Grant has managed our financial portfolio for many years. He provides excellent advice and explains the options in a way that I can understand. He is always professional, listens well and responds in a timely manner.Grant is part of a great team and his positive attitude and superior results make him an amazing adviser.

Solicited review

Dr. A. M.

I have had the pleasure of working with Grant Ackerman for all of my financial needs from the very start of my business! As a doctor, I had special insurance needs that Grant and his team were so helpful in explaining and setting up for me. Very trustworthy and professional and definitely wants the best for each individual client! Grant even set up an at home nurse visit for my insurance qualifications! For our first meeting, Grant and his lovely assistant took my coffee order beforehand so as to have it waiting for me in his office upon my arrival. It is the personal touches like this and the fact that Grant will drop anything to personally talk to me about my financial needs that really makes him stand out amoung the sea of advisors and brokers out there.

- Solicited review

george S.

Grant has been a consummate professional with all of my investment needs over the last 3 years. Always accessible and returns communication immediately. He always makes you feel comfortable and has an amazing wealth of knowledge behind him. If he can't answer your questions, he will find someone who can. I highly recommend Grant for any of your financial needs.

- solicited review

Sharon P.

I have known Grant for 25+ years. He has been our family advisor for the last 8-10 years. He started out with a small portion of our portfolio and shortly thereafter became our sole advisor. He is extremely easy to talk to, always has time for our (repeat) questions and always makes us feel important. Investments have ups and downs, that is the market, but Grant is always on top of things and manages our portfolio like it is his own.

-Solicited Review

Dawn S.

Grant has been a huge help in setting up our portfolio and negotiating the complexity of our international investments. We trust him to manage our investments keeping our long term best interests at heart. We have referred him without hesitation to one of our friends and to our son and expect to have him managing our investments for years to come.

-Solicited Review

Warren J.

We have been with Grant Ackerman for a number of years. We were with another Investment Group and our money was not growing at all. Since we now have Grant working for us we are very happy with the results. Not only has he made things happen he also explains things to us and updates regularly so we know where we are going with our investments. Thank You Grant

- solicited review