Business Details
Your Trusted Partner for Comprehensive Financial Planning Solutions
Granville Group operates as an independent financial advisory firm dedicated to placing client interests first through unbiased advice. With over three decades of combined experience, we specialize in comprehensive financial planning, leveraging direct relationships with legal, accounting, and tax professionals to create tailored strategies. Our team holds prestigious industry designations, including Certified Financial Planner (CFP) and Registered Health Underwriter (RHU), ensuring expertise in wealth management, estate planning, and risk mitigation.We prioritize tax-efficient investment strategies, active portfolio management, and client education, serving business owners, professionals, and families across Atlantic Canada. Our community involvement and commitment to transparency have earned us long-term trust, as evidenced by client testimonials highlighting our personalized approach and measurable results.
Services
Investment Portfolio Management
Retirement Planning
Estate Optimization
Education Savings Plans
Severance Consulting
Insurance Planning
Tax-Efficient Strategies
Risk Management
Wealth Transfer Solutions
Portfolio Analysis
Highlights and features
- We maintain independence to provide unbiased advice across multiple financial institutions
- Our team holds advanced industry designations including CFP and RHU certifications
- We implement tax-efficient investment strategies with active portfolio monitoring
- Our comprehensive planning approach integrates legal, tax, and estate specialists
- We prioritize client education and transparent communication for long-term trust
Associations and certifications
- Certified Financial Planner (CFP)
What people say
Operate with integrity
Steadily improved investments
Tailored plans effectively
Knowledgeable and hands-on
Sleep comfortably at night
Services
Investment Portfolio Management
We create diversified investment portfolios tailored to individual risk tolerance and financial goals. Our active management approach includes regular rebalancing and tax-efficient adjustments. By focusing on downside risk protection and strategic asset allocation, we help clients achieve stable growth while preserving capital, particularly important for retirees and pre-retirees seeking consistent returns.
Retirement Planning
Our comprehensive retirement planning analyzes all income sources including pensions, RRSPs, and government benefits. We develop customized strategies to optimize CPP/OAS timing, minimize taxes, and ensure sustainable income streams. Through ongoing monitoring and legislative updates, we help clients navigate longevity concerns and maintain financial security throughout retirement.
Estate Optimization
We specialize in creating efficient estate plans that minimize probate costs and facilitate smooth asset transfer. Our services include will reviews, insurance planning, and coordination with legal professionals. By addressing tax implications and incorporating life insurance solutions, we help clients protect their legacy and ensure their wishes are executed effectively.
Education Savings Plans
We provide strategic guidance for Registered Education Savings Plans (RESPs), maximizing government grants and tax advantages. Our approach includes contribution optimization, grant eligibility management, and tax-efficient withdrawal strategies. We help families navigate RESP rules and rollover options to support post-secondary education funding while minimizing tax liabilities.
Severance Consulting
We offer specialized financial advice for severance package decisions, including pension commutation analysis and tax-efficient investment strategies. Our services help clients evaluate pension transfer options, understand tax implications, and develop long-term financial plans. We provide clarity during career transitions while ensuring compliance with complex regulatory requirements.
People
Paul M. Lewis
President & Senior Advisor
Certified Financial Planner with 30+ years' experience specializing in wealth management for business owners. Holds RHU, CHS, CEA designations. Active community member and former minor sports coach.
Tammy Dumont
Office Manager & Executive Assistant
Halifax-based office administration professional with 30 years' financial services experience. Focuses on client satisfaction and operational efficiency since joining in 2005.
Morton Kelly
Retired Advisor
Former top New York Life advisor with 42-year career. Sold practice to Paul in 2004 after building trust through collaborative relationships in the same office.
George Leitch
Retired Advisor
35-year insurance veteran with St. Mary's University business degree. Recognized for quality service awards and client loyalty until passing in 2017.
Questions
What makes Granville Group different from other financial advisors?
We maintain independence to provide unbiased advice across multiple institutions, combining 30+ years' experience with specialized designations like CFP and RHU.
How do you approach investment portfolio management?
We focus on tax-efficient strategies, active monitoring, and downside risk protection while maintaining diversified portfolios aligned with individual risk tolerance.
What retirement planning services do you offer?
We analyze all income sources, optimize CPP/OAS timing, and create sustainable withdrawal strategies while monitoring legislative changes affecting retirement income.
Can you help with education savings planning?
Yes, we maximize RESP government grants, manage contribution strategies, and develop tax-efficient withdrawal plans for post-secondary education funding.
Do you work with clients outside Nova Scotia?
While based in Halifax, we serve clients across Atlantic Canada through virtual consultations and personalized financial planning solutions.
How do you handle estate planning needs?
We coordinate with legal professionals to create efficient estate plans, minimize probate costs, and implement insurance solutions for smooth asset transfer.
