Graham has been helping individuals and families meet their financial goals since 1981. He has won National Bank Financial’s National Award for Portfolio Management. Graham is a strong advocate of taking a disciplined approach to investing. He enjoys an excellent rapport with his clients, in part by maintaining a high level of accessibility and responsiveness. Graham is a Chartered Investment Manager (CIM) and a Fellow of the Canadian Securities Institute (FCSI). He has a Personal Financial Planner (PFP) designation and a Life, Accident & Sickness insurance licence.
Graham is a native of Ottawa and is married with one son. He is a hockey enthusiast and is an avid movie buff.