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Graham Wealth Partners | Your Wealth & Your Future

Graham Wealth Partners is a full-service investment advisory team based in Edmonton, serving Alberta, British Columbia, Saskatchewan, Ontario, Nova Scotia, and the North West Territories.

We know you have important goals for your future. We all need expert advice on how to get there. Graham Wealth Partners can provide you with the best recommendations to help you accomplish both your short-term and long-term investment goals. We’d love to explain our comprehensive, hands-on, customized, and fully transparent style of working.

 

 

 

Wealth & Estate Planning

The world is full of uncertainty and risk, and we want to ensure that you and your family have a secure and prosperous life ahead. We don’t just think about right now, we think about 5, 10, 15, or even 50 years from now.

 

 

 

Portfolio Management 

 

You could enlist almost any firm to buy and sell investments on your behalf, but at Graham Wealth Partners, we do far more. We manage a diversified portfolio across asset classes and sectors, mitigating risk to you and keeping you updated throughout.

 

 

 

 

 Investment Ideas

 

We specialize in reaching specific goals for our clients. We establish long-term financial growth. There are abundant investment opportunities out there, and we specialize in knowing what asset to buy, when to buy it, and when to sell it.

 

 

Recent Posts

The Giving Season is Upon Us: Charitable Considerations

Dec 01, 2021 - Eric Brown

There are a variety of ways to make contributions, and some may even benefit you at the same time as the recipient organization by offering various tax benefits....

Accessing the Cash Value of an Insurance Policy

Nov 02, 2021 - Eric Brown

While one of the main reasons for having insurance is to protect your family or business, consider that there may be other benefits derived from holding a life insurance policy. One opportunity involves borrowing against the insurance policy....

Big Tech: Angel or Demon?

Oct 25, 2021 - Delwin Graham

Big tech has been coming under increased regulatory pressure for anti-competitive behaviour. But it is the size of these companies that allows them to offer the benefits of a powerful network effect to their users....