Stephen Granata is a Senior Investment Advisor, bringing over 20 years of industry experience helping personal and business clients pursue their financial goals with tailored solutions for investing and strategic financial planning. He holds a bachelor’s and master’s degree in civil engineering from McGill University, as well as an MBA (Finance) from Concordia University in Montreal, Quebec. He’s licensed to practice in Quebec, Ontario, Manitoba, Alberta, and BC, and is also licensed in insurance.
Early in his career, Stephen worked at an established blue-chip Canadian corporation where he developed trusted business relationships, forming his initial core clientele. He identified an independent platform and sought to deliver the best portfolio management techniques to his clients, free of the proprietary products sales pressure present in other non-independent firms.
Stephen uses a factor-based investing approach, similar to those favoured by established pension funds and endowments. He seeks out opportunities for his clients to access innovative investment products like private equity, private income, and private real estate mandates.
His clients appreciate the sense of order and organization he brings to their financial lives and view Granata as a trusted partner. He believes true wealth means having a well-conceived plan and sufficient assets to realize your goals in a timely fashion. Knowing you and your loved ones will be financially secure allows you to enjoy peace of mind.
He stays very active and enjoys travelling to warmer climes when the occasion presents itself. A father of two wonderful grown children, Granata was thrilled when his son Vincent Granata joined the practice and has proven himself as a dedicated member of the team.