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 can help you make your money work harder for you right now and also in the future. Retirement planning, estate planning, and advice on taxes are just a few of the wealth management services we offer.
Graham Wealth Partners specializes in helping high-net-worth individuals with tax manager services, budget management, and financial planning so that their private wealth grows and thrives. Many of our happy clients are business owners, professional pilots, and accredited investors.
Perhaps you already have another wealth management team that is not doing a great job. We would be happy to discuss with you what you think isn’t working and how we can be a better fit for you and your family. We’d love to explain our comprehensive, hands-on, customized, and fully transparent style of working.
We will move you forward. Our job is to stand with out clients and help them achieve their financial goals over a lifetime.
We believe money is about possibility. Our life aspirations determine our financial goals. That's why we empower our professional-pilot clients to accomplish essential financial goals. We approach this with a view toward a future filled with potential.
Integrity– because we put our clients first and act in their best interests
Transparency – because our relationships with our clients are all about trust
Passion – for helping our clients and for the industry
Graham Wealth Partners