Graham Ross has been working in the financial services industry since 1985, where Graham was the Vice President of Strategy and Sales at a large international bond firm. Graham transitioned into wealth management in 1998 as a Wealth Advisor. In 2016, Graham joined National Bank Financial Wealth Management and continues to provide customized wealth advice and multi-generational planning to high net-worth families and business owners.
Graham completed his Bachelor of Arts in Economics at St. John Fisher College in New York in 1978 and his Master of Business Administration at the University of Toronto in 1986.
Graham has long advocated low-cost index investing. Graham uses his background in economics and fixed income to create personalized investment portfolios for high net-worth clients. In addition to portfolio management, Graham’s team provides complementary financial and estate planning services to round out his comprehensive wealth management practice.
Graham and his wife, Lisa have 4 children and 5 beautiful grandchildren together. In Graham’s spare time, Graham enjoys spending quality family time and walking his dog, Palmer.