Control what you can control!
Our dynamic and forward-thinking strategy enables our team to guide clients in determining and achieving their financial goals.
Madison Private Wealth provides clients with Holistic Wealth Management Solutions including:
Portfolio Management
Cross-Border Wealth Management
Comprehensive Financial Planning
Tax, Estate, and Insurance Planning
Our clients benefit from our proactive, cohesive, and customized approach to financial planning.
OUR TEAM
Grant is a licensed advisor at Raymond James Ltd. And Raymond James Ltd. (USA). By leveraging the firm's resources, he provides cross-border residents with cohesive wealth management strategies.
Designations:
- Canadian Securities License
- US Securities License (Series 63 & Series 7)
- FINRA Broker
- Life Insurance Licensed
- IIAC Investment Professional Leadership Program from Ivey Business School
Out of the office, Grant is an avid hockey fan, enjoys golf and quality time with his family.
With over 40 years of experience, Chuck aims to propose investment concepts that assist clients in achieving a sensible rate of return.
Designations:
- Canadian Securities License
- US Securities License (Series 63 & Series 38)
- FINRA Broker
In his spare time, Chuck is a hockey enthusiast and enjoys spending time at his cottage.
Haani's provides exceptional customer support to clients and handles numerous administrative duties.
Designations:
- Canadian Securities License
- Bachelors of Commerce from Rotman Commerce
In his free time, Haani loves soccer and cooking.