Director – Wealth Planning | CFP, CIM
Graham works closely with our high-net-worth families to identify issues and provide complex, tactical wealth planning support. As our wealth planning and insurance specialist, he assists with preparing comprehensive financial plans, which includes evaluating clients’ current financial position and recommending strategies for investment management, tax planning, estate planning and risk management.
Graham has been with Stonegate for more than 10 years and holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations. He is also a licensed insurance agent with the Financial Services Commission of Ontario. He earned his Bachelor’s degree in Economics & Financial Management from Wilfred Laurier University.