MBA, CFP®, TEP, CIM®
Conseiller en gestion de patrimoine et gestionnaire de portefeuille associé
Graham works with families in areas of investment management and financial planning. With strong ties to the community and a proven track record of providing comprehensive, yet straightforward advice, he has earned the trust of many of the Barrie area’s most successful professionals. In 2021, Graham partnered with the skilled professionals that make up Sunnidale Family Wealth to better service clients.
Graham is the financial planning lead for the team and assists many families in planning for retirement, transitioning their family businesses and developing cash flow strategies. Graham is a Trust and Estate Practitioner (TEP), a CERTIFIED FINANCIAL PLANNER (CFPMD) professional, and a Chartered Investment Manager (CIMMD). He possesses the necessary accreditations to trade options and is a life insurance advisor*. Graham holds an economics degree with a focus on statistical analysis, as well as an MBA.
Graham was born and raised in Barrie and still resides in the area. Graham believes it is important to give back to the community, which has led him to becoming a member of the Rotary Club of Barrie-Kempenfelt. Outside of the office and his volunteer work, Graham is an avid outdoorsman, often spending time camping, hunting and fishing. He enjoys golfing, staying active and spending time with his family and friends.