Business Details
34 Years
experience
Your Trusted Halifax Financial Planning Partner
Granville Group has been providing independent, comprehensive financial planning services for over 30 years. Our firm specializes in creating tailored solutions for business owners, professionals, and families through a combination of investment management, insurance planning, and tax-efficient strategies. As an independent advisory firm, we maintain relationships with multiple investment and insurance providers to ensure unbiased recommendations that prioritize client interests. Our team of certified professionals holds advanced designations including CFP, RHU, and CEA, demonstrating deep expertise in wealth management and estate planning.We employ a collaborative approach, working alongside legal and tax professionals to develop holistic financial strategies. With offices in Halifax and service areas across Canadian provinces, our practice combines local community engagement with national industry expertise. Our commitment to ongoing client education and regular portfolio reviews ensures that financial plans remain aligned with evolving personal and economic circumstances.
Services
Retirement Planning
Investment Management
Insurance Planning
Estate Planning
Education Savings
Business Succession Planning
Tax Optimization Strategies
Portfolio Analysis
Severance Consulting
Executive Compensation Plans
Details
- Year established: 1992
Highlights and features
- We offer 30+ years of independent financial planning expertise
- Our CFP professionals maintain multiple industry designations for specialized knowledge
- We provide access to multiple investment and insurance providers
- Our collaborative approach includes in-house tax and estate planning consultants
- We maintain active community involvement and professional development
Associations and certifications
- CERTIFIED FINANCIAL PLANNER (CFP)
- Registered Health Underwriter (RHU)
- Certified Executor Advisor (CEA)
What people say
Integrity and knowledge
Steady investment growth
Tailored plans
Hands-on approach
Professional expertise
Services
Retirement Planning
Our retirement planning service analyzes all income sources including RRSPs, pensions, and government benefits to create personalized income strategies. We help clients optimize CPP/OAS timing, develop tax-efficient withdrawal plans, and implement flexible strategies that adapt to changing circumstances. With regular monitoring and legislative updates, we ensure your retirement plan maintains long-term sustainability while minimizing tax liabilities.
Investment Management
We create diversified investment portfolios tailored to individual risk tolerance and financial goals. Our approach focuses on downside risk management, tax-efficient allocation, and active portfolio rebalancing. We offer access to mutual funds, segregated funds, and specialized investment vehicles while maintaining a disciplined strategy that prioritizes capital preservation over benchmark chasing.
Estate Planning
Our estate planning service coordinates with legal professionals to develop comprehensive asset transfer strategies. We help clients minimize probate costs, implement business succession plans, and establish tax-efficient wealth transfer mechanisms. This includes creating wills, trust structures, and insurance solutions that ensure smooth asset transition while maximizing inheritance value for beneficiaries.
Business Succession Planning
We specialize in developing business continuity strategies for owners and professionals. Our services include partnership agreements, executive compensation plans, and tax-optimized ownership transfer strategies. We help establish individual pension plans (IPPs) and creditor protection mechanisms to ensure business stability during leadership transitions or unexpected events.
Education Savings Plans
Our education savings planning focuses on maximizing government grants and tax advantages through Registered Education Savings Plans (RESPs). We help families develop strategic contribution plans, optimize CESG benefits, and implement tax-efficient withdrawal strategies. We also provide guidance on RESP rollover options and integration with broader family financial planning.
People
Paul M. Lewis
President & Senior Advisor
Certified Financial Planner with 30+ years experience specializing in wealth management for business owners. Holds multiple designations including RHU, CHS, and CEA. Active community leader with expertise in comprehensive financial planning.
Tammy Dumont
Office Manager & Executive Assistant
Experienced financial services professional with 25+ years in investment and insurance administration. Manages client relationships and operational efficiency for Granville Group since 2005. Holds Office Administration Degree from Mount Saint Vincent University.
Questions
What makes Granville Group different from other financial advisors?
Our independence allows unbiased advice across multiple providers, combined with specialized expertise in business owner financial planning.
Do you work with clients outside Nova Scotia?
Yes, we serve clients across Canadian provinces through our national network of financial institutions and virtual consultation options.
What investment options do you offer?
We provide access to mutual funds, segregated funds, GICs, annuities, and tax-advantaged accounts through Investia Financial Services.
How do you handle tax planning?
We integrate tax optimization strategies into all financial plans, focusing on tax-deferred investments, income splitting, and estate tax reduction techniques.
Can you help with business insurance needs?
Yes, we specialize in business succession planning, key person insurance, and executive compensation strategies tailored to corporate requirements.
Do you offer portfolio reviews?
We provide complimentary investment portfolio analysis to assess risk alignment, diversification, and tax efficiency of existing investments.
