Grant White

Grant White

Grant White is a Portfolio Manager/Investment Advisor at Endeavour Wealth Management with Industrial Alliance Securities Inc, an award-winning office as recognized by the Carson Group.

Together with his partners he provides comprehensive wealth management planning for business owners, professionals and individual families.

His column, “The Whiteboard”, is published twice a month.

What business are we really in?

Advisor says if anybody thinks they are in money management, they might be at risk over the coming years

What business are we really in?

Are you open to referrals?

Advisors need to reframe how they ask and receive referrals, says portfolio manager

Are you open to referrals?

Are planners about to get the respect they deserve?

Raging bull market covered up lack of planning and COVID-19 crisis has provided profession with a chance to shout their value from the rooftops

Are planners about to get the respect they deserve?

Does pandemic have you second guessing investing in your business?

Advisor explains four ways to evaluate your decision-making during this time of crisis

Does pandemic have you second guessing investing in your business?

COVID-19: Are you taking advantage of opportunities beyond the markets?

Three tips to help advisors go deeper than money talk and alleviate client stress during the pandemic

COVID-19: Are you taking advantage of opportunities beyond the markets?

How many clients have you been in touch with?

Advisor explains three ideas to help you keep in touch with clients and alleviate stress load

How many clients have you been in touch with?

What did we learn from the Great Recession?

Advisor outlines three changes he made after 2008-09 and explains how they are helping guide clients through COVID-19 crisis

What did we learn from the Great Recession?

Are you prepared for the market downturn?

The Whiteboard: how should advisors communicate with ‘Nervous Nellies’ during market sell-offs?

Are you prepared for the market downturn?

Why do clients fire their advisors?

The Whiteboard: addressing the primary reason clients leave you and how to minimize those losses

Why do clients fire their advisors?

What the world can teach us about wealth management

The Whiteboard: true integrated planning and fee retainers are just two areas where other countries can inspire Canadian firms

What the world can teach us about wealth management