Eric Grundy

Eric is an investment advisor with RBC Dominion Securities. He works primarily with Canadian business owners and their families, with a particular focus on supporting those preparing for – or considering – a future business sale. He helps clients understand how the value of their business translates into personal financial outcomes, and what steps are required in advance of a sale to be properly prepared. This often includes planning around retirement, cash flow needs, and how proceeds from the business sale will support the next stage of life. Working alongside accountants and other specialists, Eric’s role is to provide clarity around the personal finance side of the transition — what the client has, what they will need in the future, and how to manage the capital they expect to receive from the sale. His goal is to help clients move from active business ownership to a more stable, income-steady retirement (or, in some cases, new venture). For construction and builder business owners