
Grant White
Sales Manager/Sales Rep

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About me
Portfolio Manager/Investment Advisor at Endeavour Wealth Management - iA Private Wealth
Education

St. Paul's High School
1998 - 2002High School Diploma Sciences, Language Arts, Calculus Silver Medal Award - Class Honors
University of Manitoba
2003 - 2008Bachelor of Commerce (hons.) Finance and Financial Management ServicesActivities and Societies: University of Manitoba Finance Organization
Experience

Airsource Rogers Wireless
Jan 2003 - Mar 2006Sales Manager/Sales RepManaged sales for a number of stores within the city. Educating and training employees, managing sales campaigns, managing day to day operations of the stores, helping to manage the overall direction of sales in Winnipeg

BMO Nesbitt Burns
Mar 2008 - Oct 2008Marketing AssociateMarketing campaigns, helped in various areas of client management and client relations. Helped to aid advisors with portfolio construction and management.

Wellington West
Oct 2008 - Apr 2012Financial AdvisorI specialize in managing the personal financial needs of Chiropractors, including the needs associated with running their clinics. I have developed an all inclusive program designed to create customized solutions to meet the unique objectives of Canadian Chiropractors, managing their needs at every stage of their career. I work with a team of Advisors with 40+ years of combined experience in the financial services industry, and have developed relationships with various professionals required to create comprehensive financial solutions exclusively for Chiropractors. Show less

St. Paul's High School
Jan 2009 - Nov 2013St. Paul's High School Bursary Fund - Tribute Dinner CommitteeThe St. Paul's Bursary Fund helps many young men the opportunity to attend one of the best high schools in the country, who otherwise would not be able to afford the tuition costs. The financial aid offered by this fund helps to change the lives of many young men in Manitoba and helps them to become men for others and the future leaders in our community.

National Bank Financial
Apr 2012 - Feb 2018Investment Advisor - Craig and Grant White Family Wealth Management GroupGrant is one of the founding members of The Craig and Grant White Family Wealth Management Group which specializes in managing the unique needs of professionals such as Chiropractors, Dentists, Optometrists Orthodontists and more. Our team utilizes the expertise from various professionals including Lawyers, Accountants, Financial Planners, Insurance and Estate Planners, to ensure that our clients receive the best professional advice for all aspects of their financial needs. Additionally, we employ the same portfolio management strategies as some of the most renowned and successful investment managers in the world, including Yale, Harvard and the Ontario Teacher's Pension Plan. Show less

St. Paul's High School
Jul 2014 - nowSPHSAA Board MemberThe objectives of the St. Paul’s High School Alumni Association are as follows:To encourage the fellowship of former students of St. Paul’s High School through social, educational,cultural, and professional means;To disseminate information among former students relating to the development of St. Paul’s High School;To establish and maintain through appropriate resourcefulness a continuous, uninterrupted long term link with all Alumni as well as with St. Paul’s High School and the Community at large and;To promote the High School through continued alumni interest and to share their knowledge and experience, both academic and otherwise, with current students of the High School Show less

White Hewson Wealth Advisory Group with National Bank Financial
Feb 2018 - Mar 2019Portfolio Manager / Financial PlannerIt is our mission to lead change and move industry standards forward by providing unparalleled financial services and experiences, utilizing transparent ethical business practices, leading by example and encouraging other professionals to do the same.Our vision is a world where people will no longer be limited by their financial means, but only by the limits of their imagination to dream and achieve the life they want to live. "because people deserve better"

IA Private Wealth
Mar 2019 - nowPortfolio Manager / Investment Advisor
Endeavour Wealth Management
Mar 2019 - nowManaging DirectorEndeavour Wealth Management was founded with one main purpose; to help people to live better lives! To help them to "Be More" in every moment.We exist to be undeniably the best experience in wealth management.
Licenses & Certifications

Certificate of Advanced Investment Advice
Canadian Securities InstituteFeb 2014- View certificate

CERTIFIED FINANCIAL PLANNER®
FP CanadaJul 2018 - View certificate

Chartered Investment Manager
Canadian Securities InstituteOct 2014
Honors & Awards
- Awarded to Grant WhiteTop Young Gun 2016 Wealth Professional Magazine Mar 2016 Wealth Professional Magazine focuses on issues and individuals making a difference in the financial world. Grant was recently recognized by Wealth Professional as one of the Top 25 young investment advisors in Canada. His dedication to providing his clients with a superior experience and service offering have helped to elevate him to being one of the top advisors in the country.
- Awarded to Grant WhiteRookie of the Year - 2014 National Bank Financial Wealth Management Oct 2014 National Bank Financial recognized Grant as the top young advisor in the prairie region in 2014.
- Awarded to Grant WhiteCertificate in Advanced Investment Advice Canadian Securities Institute Mar 2014 CSI's Certificate in Advanced Investment Advice recognizes investment advisors who have gone beyond the minimum licensing requirements to obtain advanced and more specialized knowledge.With this certificate, you will be recognized for your sophisticated expertise in:Evaluating investor personality types through behavioural finance techniquesEvaluating the merits of traditional and non-traditional investment productsIdentifying advantages, disadvantages and methods of… Show more CSI's Certificate in Advanced Investment Advice recognizes investment advisors who have gone beyond the minimum licensing requirements to obtain advanced and more specialized knowledge.With this certificate, you will be recognized for your sophisticated expertise in:Evaluating investor personality types through behavioural finance techniquesEvaluating the merits of traditional and non-traditional investment productsIdentifying advantages, disadvantages and methods of international investingManaging your clients’ investment riskExpert knowledge in these areas will enable you to offer advanced advice to your retail clients and stand out in a highly competitive industry. Show less
- Awarded to Grant WhiteRookie of the Year - Awards of Excellence National Bank Financial Wealth Management Oct 2013
Volunteer Experience
Account Executive
Issued by United Way of Winnipeg on Jan 2013
Associated with Grant WhiteClass Captain/Fundraiser
Issued by St. Paul's High School on Jan 2008
Associated with Grant WhiteContributor
Issued by Westland Foundation on Apr 2013
Associated with Grant WhiteVolunteer
Issued by MS Society of Canada on Apr 2007
Associated with Grant WhiteContributor
Issued by Chiropractic for the World Foundation on Jan 2011
Associated with Grant WhiteVolunteer
Issued by Siloam Mission on Jul 2013
Associated with Grant WhiteCabinet Member - 2016 Campaign
Issued by United Way of Winnipeg on Mar 2016
Associated with Grant WhiteCabinet Member
Issued by United Way Winnipeg on Mar 2015
Associated with Grant White
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