Income splitting through the years (2024)

Grant Brooks

CFP, CLU, Planning Director, Estate & Financial Planning Services in EFPS West

Grant joined Sun Life in September 2022 as a Planning Director with the Estate & Financial Planning Services team. Grant creates integrated retirement, tax, and estate planning that delivers on Client goals through the implementation of advanced planning strategies for our high net worth Clients. He helps them to focus on key factors, make decisions, and implement the most impactful strategies. Grant helps Clients shift their emphasis from retirement goals to dreams of family legacy and philanthropy.

Prior to joining Sun Life, Grant has worked with high net worth and ultra high net worth Clients since 2004 at a major financial institution, a leading independent wealth management firm, and as an independent advisor. In these roles, he developed expertise working with business owners, incorporated professionals, and executives.

Having achieved both the CFP and CLU designations, Grant is always pursuing further education and regular informational updates to provide Clients with the best wealth planning experience.