About Us
Shaping Futures with Heart & Expertise
You have dreams and at GrandView Wealth, we have the tools to help you reach them. Our St Catharines financial planner team is here every step of the way. Our approach is simple: we get to know you, learn about your hopes and dreams, and then we craft a
financial plan that fits just right.
Together, we’ll navigate the path to your financial future. We offer customized strategies that focus on your growth and security. Our skilled St Catharines financial planner team is always ready to adjust your plans as life changes. With us, you’re not just a client; you’re a partner. Let’s make your financials dreams soar to new heights.
Meet Our Team
Hi, I'm Michael!
As a Certified Financial Planner (CFP) and the founder of GrandView Wealth, I love helping clients build a solid financial foundation. I take the time to understand my clients needs and enjoy working side by side to achieve their goals.
As a local graduate from Brock University (Bachelors of Business Administration with Honours), I started my financial advisor career with Canada Life in 2016. Through my journey, I gained invaluable insights into investment management and client financial planning services. I have also received my Certified Financial Planner (CFP) certification and am a qualified member for the Million Dollar Round Table (MDRT), an international standard of excellences in the Financial Services Industry. Holding licenses in Alberta, BC, and Ontario, I can provide services to clients in these provinces.
When I’m not working, my wife and I are kept busy with our two little ones. During my free time, I enjoy golfing, hiking, gardening, and making time for family and friends.
Hi, I'm Christine!
As Client Service Specialist, I aim to provide outstanding customer service to all our clients to ensure timely delivery and thorough completion of all work.
I am also a local graduate from Brock University (Bachelors of Business Administration). Fun fact, Michael and I met in University and have been long time friends since! I joined Freedom 55 Financial in 2006 straight out of school and worked as a Marketing Associate alongside a number of Financial Security Advisors and Directors. Since then, I have attained my Associate, Life Management Institute (ALMI) and Associate Customer Service (ACS) designations from the Life Office Management Association (LOMA). And also obtained my Life License and successfully completed the Canadian Investment Funds Course.
Outside of work, my husband and I are kept busy with our three children. I also enjoy reading, outdoor activities, and spending time with family and friends.