123 2nd Avenue South
B. A. Economics, U of S
B. Comm, U of S
Financial Management Advisor (FMA)
Fellow of Canadian Securities Institute (FCSI)
The Graham Wealth Advisory Group works with you to help you address all the complexities of your financial affairs. Through a series of meetings we will gain a comprehensive understanding of your unique circumstances and the issues that are the most important to you. We will work with you to find out where you are today, where you want to go, and how you are going to get there.
It is only after we have collected and reviewed this vital information that we will be able to present you with a personalized plan of action designed to achieve your personal and financial goals. As your needs evolve over time, we will continue to monitor your plan and identify opportunities that may arise as a result of changes to your circumstances. We believe in a comprehensive approach focusing on the emotional as well as the financial aspects of family wealth management. Our commitment is to support the achievement of the goals you envision for you and your family’s future.
Our clients come to us for a variety of reasons, but more often than not, they come to us seeking clarity. We tend to meet new clients when they encounter some kind of significant change in their lives such as an inheritance, pension decisions, sale of a business, or a desire to have a more proactive retirement savings solution. Recently we have worked with a number of farming clients who are looking to retire in the next three to five years and they are seeking professional advice on how to best structure their transition from a tax and estate perspective. By working with us they begin to envision the next phase of their life more clearly, which allows them to make informed decisions with less stress. We also work closely with our partners in BMO Financial Group to assist clients that are looking for a more personalized approach to investing. Quite simply, some clients enjoy the comfort of having professionals guide them through the financial aspects of their lives so they can spend more time doing what they enjoy.
Clients choose The Graham Wealth Advisory Group because we believe in putting their needs first. Our commitment to professional standards and our process of getting to know our clients allows us to gain a true understanding of what is important to them. We believe in delivering unbiased advice that is appropriate for each client’s specific situation. We believe the key to any relationship is trust which is essential since our clients trust us not only with their own wealth management needs, but also those of their families and close friends.