Granville Group Insurance & Financial

At Granville Group Insurance & Financial, we pride ourselves on being an independent, comprehensive financial planning firm based in Halifax, Nova Scotia. With over 30 years of experience, our team has been dedicated to providing unbiased financial advice and a personalized approach to our clients. As an independent advisor, we have the freedom to deal with numerous insurance and investment companies, ensuring that our clients receive the best possible service and expertise.

Our Founder

Paul M. Lewis, BBA, RHU, CHS, CEA, CFP, is our President and Senior Advisor. With a wealth of experience in the financial industry, Paul has developed a comprehensive approach to financial planning that focuses on wealth management and financial planning. A CERTIFIED FINANCIAL PLANNER professional, Paul has demonstrated his expertise through his education and numerous industry designations, including RHU (Registered Health Underwriter), CHS (Certified Health Specialist), CEA (Certified Executor Advisor), and CFP (Certified Financial Planner).

Our Team

As Office Manager and Executive Assistant, Tammy Dumont plays a vital role in ensuring client satisfaction and building strong relationships with our clients. With over 25 years of experience in the financial services industry, Tammy brings a wealth of knowledge and expertise to our team.

Our History

Granville Group Insurance & Financial has its roots in the insurance industry, dating back to the early 1990s. Our founder, Paul M. Lewis, started his career in the insurance industry in 1992 and has since built a comprehensive financial planning practice. With the help of former associates, Morton Kelly and George Leitch, we have expanded our services to include investing and financial planning.

Our Services

At Granville Group Insurance & Financial, we offer a wide range of services designed to cater to our clients' unique needs. Our services include:

• Investing and Portfolio Management
• Retirement Planning
• Severance Consulting
• Education Savings Plans
• Insurance, Tax, and Estate Planning
• Business Owners and Professionals

Testimonials

Our clients have spoken highly of our services, praising our integrity, knowledge, and personalized approach. Alan Streatch, a business owner, and Dr. Jaspal Singh, a retired surgeon, have both recommended our services to their families and colleagues.

Get in Touch

We invite you to learn more about our services and expertise. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.