Meet our team

Professionals who listen to your needs

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Graeme Sivertson BComm, CFP®, CIM®

Wealth Advisor & Portfolio Manager

Speech bubble picto

English

Graeme’s investment approach is grounded in three fundamental values: integrity, performance and accountability. He is committed to placing his clients’ interests first while providing the services they need, when they need them. Graeme works with you to develop a detailed wealth management plan, taking your entire financial picture into account. He then follows up with regular reporting and communication so you can continue to evaluate his advice.

Graeme graduated from the University of Alberta in 1992 with a Bachelor of Commerce. He is a member with FP Canada and holds the Certified Financial Planner (CFP®) designation. Graeme has also obtained the Chartered Investment Manager (CIM®) designation and continues to maintain this high level of expertise through due diligence and continuing education. He has appeared in the media to provide commentary on finance and investing issues and has served on the pension committee of a pension plan with more than 1,000 members.

Graeme believes in supporting the community where he works and lives – both financially, through the Sivertson Family Charitable Fund and with his time. He currently serves on the board of the Rallying with Ryder Foundation, Snow Valley Racing Association and was a member of the board, the finance committee and the investment committee at The Compassion House Foundation for a number of years. Graeme has also spent several years as a volunteer soccer and alpine ski racing coach.

He and his wife, Monica, live with their two children in Edmonton where they enjoy exploring the outdoors, spending time with friends and family, and travelling.

Contact us

Get contact information for our team members and find out where our offices are.