Craig Graham, CFP, CIM, FCSI
Senior Wealth Advisor, Portfolio Manager

With more than 25 years of experience in wealth management, Craig Graham
brings a thoughtful, disciplined and highly personalized approach to advising
individuals, families and business owners. He takes the time to understand each
client’s vision, values and goals, developing comprehensive wealth management
strategies designed to build, preserve and ultimately transfer wealth across
generations.

Coming from a family of entrepreneurs, Craig developed an early appreciation
for the commitment, responsibility and long-term perspective required to build
a successful business and create lasting wealth. This experience has shaped his
understanding of the unique opportunities and complexities faced by business
owners and affluent families, and reinforced his belief that successful wealth
management requires more than investment advice—it requires thoughtful
planning, sound judgment and a long-term perspective.

Craig believes the strongest client relationships are built on trust,
communication and a deep understanding of what matters most to each family. His
approach is grounded in discipline, patience and a commitment to providing
advice that evolves as clients’ circumstances and priorities change.

Outside of his professional life, Craig is married and has two sons. He is
actively involved in his Greek community and local neighbourhood and has served
on various committees and boards, coached minor hockey and remains an avid
tennis player. His involvement in family, community and sport reflects the
values that guide him professionally as well: leadership, commitment, integrity
and a genuine desire to make a positive difference in the lives of others.