Craig Graham, CFP, CIM, FCSI

Investment Advisor, Portfolio Manager

Craig Graham

Craig Graham

(416) 229-5570
Email Craig

Craig is the lead on strategy implementation. As a Certified Financial Planner and Fellow of the Canadian Securities Institute, he has extensive experience with designing, constructing and implementing wealth management strategies that are custom designed to each client’s needs.

He proactively keeps clients on track to achieving their lifetime financial goals and counsels them on their choices along the way.

Craig is from a family of entrepreneurs and is active in his Greek community. He has a passion for fitness and devotes evening time to coaching minor league hockey.