Our Culture

About Us

Our mission is to help individuals and corporations to determine and achieve their financial and fund raising goals through a comprehensive financial planning process. Our role is that of an independent and trusted financial counselor, providing personalized service with uncompromising integrity...

our team

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Wealth Management

Our Global Wealth Management model is centered around that of an External Asset Manager. McGrennox Finance has agreements in place with various globally acclaimed custodian banks. Our business model gives us the independence to advise on multiple custodian banks in comparison to being constrained by a single set of in house solutions...

our team

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Our Culture

McGrennox Finance's culture emphasizes teamwork and a collaborative approach. As a meritocracy, McGrennox Finance recognizes and rewards talent and innovation, rather than position and tenure, while encouraging training and development among its staff. McGrennox Finance applies an intellectual rigor to its strategy and day-to-day management, questioning each decision on the basis of its value to clients.

The group's culture is expressed through five guiding principles: