Education:
BBA, Wilfrid Laurier University
Specialties:
Retirement and Estate Planning
Equity Trading
Option Strategies
Insurance Planning *
Education Planning
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Grant Gingrich BBA
Vice President
Investment Advisor
Grant Gingrich has over 27 years experience in the investment and financial services business. He currently helps to manage over $90 million in clients assets in Canada and the U.S., and is a member of the BMO Nesbitt Burns Presidents Council.
He is life insurance licensed and is also licensed to service U.S. clients through Nesbitt Burns Securites Ltd.
Sonia Mamone
Associate Investment Advisor
Sonia and Grant have worked together for over 13 years. As a key partner Sonia provides excellent administrative and client service support.
She is familiar with all aspects of the investment process, and is fully licensed for all security orders, including options.
Jeffrey Fray
Estate and Insurance Advisor, Senior Vice President and Divisional Manager, Insurance
Jeff has 19 years of financial services industry experience and joined BMO Nesbitt Burns Financial Services in 1997. As a specialist in insurance and estate planning, Jeff focuses on providing clients with insurance solutions to help reduce tax for their current and future needs.
1All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
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