Grant White

Grant White

Sales Manager/Sales Rep

Followers of Grant White3000 followers
location of Grant WhiteWinnipeg, Manitoba, Canada

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  • Timeline

  • About me

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

  • Education

    • St. Paul's High School

      1998 - 2002
      High School Diploma Sciences, Language Arts, Calculus Silver Medal Award - Class Honors
    • University of Manitoba

      2003 - 2008
      Bachelor of Commerce (hons.) Finance and Financial Management Services

      Activities and Societies: University of Manitoba Finance Organization

  • Experience

    • Airsource Rogers Wireless

      Jan 2003 - Mar 2006
      Sales Manager/Sales Rep

      Managed 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 2008
      Marketing Associate

      Marketing 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 2012
      Financial Advisor

      I 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 2013
      St. Paul's High School Bursary Fund - Tribute Dinner Committee

      The 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 2018
      Investment Advisor - Craig and Grant White Family Wealth Management Group

      Grant 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 - now
      SPHSAA Board Member

      The 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 2019
      Portfolio Manager / Financial Planner

      It 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 - now
      Portfolio Manager / Investment Advisor
    • Endeavour Wealth Management

      Mar 2019 - now
      Managing Director

      Endeavour 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 Institute
      Feb 2014
    • CERTIFIED FINANCIAL PLANNER®

      FP Canada
      Jul 2018
      View certificate certificate
    • Chartered Investment Manager

      Canadian Securities Institute
      Oct 2014
      View certificate certificate
  • Honors & Awards

    • Awarded to Grant White
      Top 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 White
      Rookie 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 White
      Certificate 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 White
      Rookie 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
      United Way of WinnipegAssociated with Grant White
    • Class Captain/Fundraiser

      Issued by St. Paul's High School on Jan 2008
      St. Paul's High SchoolAssociated with Grant White
    • Contributor

      Issued by Westland Foundation on Apr 2013
      Westland FoundationAssociated with Grant White
    • Volunteer

      Issued by MS Society of Canada on Apr 2007
      MS Society of CanadaAssociated with Grant White
    • Contributor

      Issued by Chiropractic for the World Foundation on Jan 2011
      Chiropractic for the World FoundationAssociated with Grant White
    • Volunteer

      Issued by Siloam Mission on Jul 2013
      Siloam MissionAssociated with Grant White
    • Cabinet Member - 2016 Campaign

      Issued by United Way of Winnipeg on Mar 2016
      United Way of WinnipegAssociated with Grant White
    • Cabinet Member

      Issued by United Way Winnipeg on Mar 2015
      United Way WinnipegAssociated with Grant White