Business Details
24 Years
experience
Your Financial Goals Are Our Priority
Granite Financial Group has been dedicated to demystifying wealth management for clients since 2002. Our team of investment advisors combines decades of collective experience with a commitment to personalized, unbiased guidance. We prioritize understanding each client's unique financial objectives to develop strategies that align with their goals, navigating the dynamic financial landscape with informed decision-making. Our independence from single insurance or investment firms ensures tailored solutions that reflect individual client needs. With a focus on building long-term relationships, we provide a comfortable environment for clients to explore options and make informed choices.Our expertise spans tax minimization, asset protection, retirement planning, and intergenerational wealth transfer. As part of iA Private Wealth, we leverage extensive resources while maintaining our commitment to personalized service. Our professionals hold prestigious designations including CFP, CIM, and RFC, reflecting our dedication to excellence. Client trust forms the foundation of our success, driving our consistent focus on delivering value. We serve individuals, families, and business owners across Canada, adapting strategies as clients' circumstances evolve over time.
Services
Retirement Planning
Investment Management
Tax Planning
Will & Estate Planning
Risk Management
Education Planning
Succession Planning
Group Retirement Plans
Details
- Year established: 2002
Highlights and features
- We offer decades of combined experience in wealth management
- Our team holds prestigious industry designations including CFP and CIM
- We maintain independence from single financial institutions
- We provide 24/7 access to investment accounts through digital platforms
- Our client-centric approach prioritizes long-term relationship building
Associations and certifications
- Canadian Investor Protection Fund
- Canadian Investment Regulatory Organization
What people say
Exceptional professionalism
Personalized service and results
Best decision for financial future
Services
Retirement Planning
Our retirement planning service creates comprehensive strategies beyond RRSP contributions. We develop personalized plans addressing lifestyle goals, income sustainability, and legacy considerations. With expertise in tax-efficient withdrawal strategies and pension optimization, we help clients transition smoothly into retirement while maintaining financial security.
Investment Management
We implement research-driven investment approaches tailored to individual risk tolerance and financial objectives. Our strategies incorporate diversified portfolios using mutual funds, ETFs, and alternative investments. We continuously monitor market conditions to optimize returns while maintaining alignment with clients' long-term goals and risk parameters.
Tax Planning
Our tax planning specialists develop strategies to minimize tax liabilities across investment portfolios and estate plans. We utilize legal tax-efficient structures and investment vehicles to enhance wealth preservation. These strategies integrate with overall financial plans to maximize after-tax returns and improve long-term wealth accumulation.
Will & Estate Planning
We coordinate comprehensive estate plans that ensure asset preservation and smooth wealth transfer. Our approach addresses probate minimization, beneficiary designations, and business succession planning. We work with legal professionals to create integrated strategies that protect family wealth across generations.
Risk Management
Our risk assessment process evaluates potential threats to financial well-being through insurance and investment strategies. We develop customized protection plans covering disability, critical illness, and long-term care needs. These strategies integrate with overall wealth plans to safeguard against unexpected financial disruptions.
People
Doug Lochhead
Portfolio Manager
With over 30 years in wealth management, Doug specializes in tax minimization and asset protection for high-net-worth clients. He established Granite Financial Group in 2002 after 13 years at a major Canadian bank. Holding CFP, CIM, and RFC designations, he contributes to local business development as a Winnipeg RBC Convention Centre board member.
Andrea Lochhead
Investment Advisor
Andrea brings 23 years of financial services experience, including executive roles at Canada's top banks. She previously led Scotiabank's Women Entrepreneur Initiative. With an MBA and CIM designation, she serves on the Royal MTC board and co-founded the Women in Capital Markets Manitoba chapter.
Daniela Ignat
Portfolio Manager
Specializing in tax and estate planning, Daniela has over 15 years of banking experience. She joined Granite in 2003 and holds CFP, CIM, and CPA designations. Her expertise focuses on retirement strategies and intergenerational wealth transfer solutions for business owners and professionals.
Alaina LeDuc
Associate Investment Advisor
Alaina contributes 20+ years of banking and financial planning experience. A CFP and CSI Fellow, she specializes in portfolio management and comprehensive wealth planning. Her approach emphasizes long-term client relationships and customized investment strategies.
Roslyn McFarlane
Licensed Assistant
Roslyn joined the team in 2023 with 18 years of banking experience. She graduated from Ryerson University with a Commerce degree in Retail Management. Her client-focused approach ensures efficient support for advisors and seamless service delivery to clients.
Questions
What financial planning services do you offer?
We provide comprehensive services including retirement planning, investment management, tax strategies, estate planning, risk management, and education savings. Our approach integrates these areas for cohesive wealth solutions.
How do you determine appropriate investment strategies?
We conduct detailed fact-finding to understand your financial situation, risk tolerance, and goals. This information forms the basis for personalized portfolio recommendations using diverse investment vehicles.
Are you licensed to operate in all Canadian provinces?
Our advisors are licensed to serve clients in provinces where they maintain registration through the Canadian Investment Regulatory Organization.
How can I access my investment accounts?
Clients have 24/7 access to accounts through the secure iA Private Wealth online portal with real-time portfolio monitoring and transaction capabilities.
What credentials do your advisors hold?
Our team includes Certified Financial Planners (CFP), Chartered Investment Managers (CIM), and other specialized designations ensuring professional expertise across wealth management disciplines.
