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.

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

Advisors, what are your targets for growth this year?

The Whiteboard: goal-setting goes beyond AUM and January is the perfect time to set out expectations for your practice

Advisors, what are your targets for growth this year?

Are you ready for Amazon?

The Whiteboard: Big Tech is coming for your clients, so how can an advisor ensure they stay ahead of the curve?

Are you ready for Amazon?

How to build the advisory team of the future

The Whiteboard: portfolio manager on why some advisors struggle to build a strong team and the model that’s worked for him

How to build the advisory team of the future

‘It’s high time we earned the public’s trust’

The Whiteboard: portfolio manager kicks off his WP column with a call to arms for our industry professionals

‘It’s high time we earned the public’s trust’