Grant Strachan & Associates Private Wealth Management works with incorporated physicians, business owners, and high-net-worth families whose financial lives require a more coordinated approach.

Led by Grant Strachan, a CERTIFIED FINANCIAL PLANNER® professional, our team delivers thoughtful advice, a truly first-class experience, and long-term planning designed to make a big difference in your life.

A Financial Planner for Complex Wealth

As wealth grows, so do the number of decisions connected to it. As part of IG Private Wealth Management, we help clients align tax planning, retirement, investments, insurance, estate considerations, and corporate strategy within one clear financial framework.

A First-Class Experience From the First Conversation

We take care of you at a level that goes well beyond standard financial advice.

As a successful business owner or medical professional, you already carry enough responsibility. You might be leading a business, managing a clinic, serving patients, supporting teams, making family decisions, and thinking years ahead. Your financial planning experience should be one place where every detail is considered for you.

We deliver a truly first-class experience through deep preparation, exceptional responsiveness, careful follow-through, and a level of personal attention that makes clients feel genuinely cared for. Questions are answered clearly. Details are handled properly. The right professionals are brought into the conversation. Planning steps are organized so you are never left to carry the process alone.

From the first conversation onward, you will receive the kind of care where your needs are anticipated, your time is respected, and your financial world is treated with exceptional care.

Our Values

At Grant Strachan & Associates, we live by these core values in everything we do.

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Integrity

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Transparency

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We prioritize building long-lasting relationships with our clients, based on trust and mutual respect. Our goal is not only to help you achieve financial success but also to provide peace of mind and security for you and your loved ones.

Excellence

Meet the Team