Amy Dietz-Graham

Senior Wealth Advisor & Portfolio Manager

Amy holds a Bachelor of Science from the University of Western Ontario with a double major in Financial Economics and Applied Mathematical Methods.  Amy has obtained her Canadian Investment Manager (CIM) designation. Amy is also a Fellow of the Canadian Securities Institute (FSCI).

Amy provides conservative wealth management services to her clients, including financial and estate planning and investment advice. Amy also consults with organizations in the construction and implementation of their investment policy statements. Amy is well known for her ability to help clients understand complex financial concepts in terms that make sense to them.