David Grannary, B.Sc., CFP
Senior Financial Planner
David is a Senior Financial Planner who has proven his ability and dedication to his clients. For over 30 years, he has been helping families to simplify their affairs and increase their quality of life through and integrated approach to wealth planning that includes expertise in investments, insurance, tax, retirement and estate planning. David has a reputation for his ability to explain investments and taxes in an understandable way.
David graduated with an Honors Science and Business degree from the University of Waterloo. David has achieved the prestigious CERTIFIED FINANCIAL PLANNER® designation and is licensed as a securities broker as well as a Life Insurance Advisor.
In addition to his work as a financial Advisor, David is recognized for his community involvement with Children's Aid Society and KidSport North Bay.
Adam Grannary, BBA (Hons), CFP®
Associate Financial Planner
After graduating with a Bachelor of Business Administration with honours Adam joined his fathers practice founding Grannary & Associates. Adam is working as an Associate Financial Planner and is licensed as a securities broker as well as a Life Insurance Advisor. Adam has attained the CERTIFIED FINANCIAL PLANNER® Designation and is bringing his skill set and enthusiasm to families helping them achieve their financial goals.
Adam has quickly become an expert in retirement planning and makes it easy for clients to see what lies ahead. Outside of the office Adam spends his time on the water at the cottage or in the rinks playing hockey.
Adam sits on the investment committee for the Assante Next Gen Donor Advised Fund which is run and funded by young advisors in the company looking to give back to charity.
Colleen has been the backbone of this practice for over 27 years starting off as an Administrative Assistant and now working as the office manager. Colleen met her husband David at age 19 and has been married for over 25 years. Colleen has spent many years being a supportive hockey mom and is now taking up curling at our local granite club.
Lisa has been with Grannary & Associates since 2015 and finds her role very rewarding. She has a passion for working with people and has enjoyed assisting clients for the past 14 years. Outside of work Lisa loves to host family dinners and spend time with her three children and two dogs.
Emily has been running offices her whole life and has decided to bring her skill set to Grannary & Associates. She is a military spouse and has returned home with her family to North Bay after nearly 10 years of living in New Brunswick. As a Canadore College Office Administration alumni, she is excited to be back working in our community.