Our Team
We are your partner in life and wealth
Senior Investment Advisor
Portfolio Manager
Delwin Graham has been with CG Wealth Management as a Portfolio Manager and an Investment Advisor since 2000, working collaboratively with families and business owners to help them achieve their goals through every season of their investing lives, from the initial growth phase to income generation at retirement and finally to the efficient dispersion of an estate. Delwin holds Canadian Investment Manager (CIM) and Personal Financial Planner (PFP) designations.
Senior Investment Associate
Portfolio Manager
Eric Brown has been in the financial services industry since 2006. Eric has been with CG Wealth Management as an Investment Associate since 2012, dedicated to helping families and business owners reach their goals and make responsible financial decisions. Eric holds the Chartered Investment Manager designation (CIM) and is licensed to serve clients in Alberta, British Columbia, Saskatchewan, Manitoba, Ontario, Quebec, Nova Scotia, and the Northwest Territories.
Wealth and Estate Planning Specialist
Jeff Haggerty has been in the financial services industry since 2001, assisting our clients with retirement-needs analysis, retirement income, estate preservation and protection, taxation, and investment strategies, as well as business and farm succession planning. He develops holistic financial plans for our clients and coordinates the implementation of the plan with various specialists. He is well versed in wealth and estate transfer strategies and provides tailored advice.
Administrative Assistant
Brittney joined CG Wealth Management in April of 2023 as an administrative assistant. She has been employed in the financial services industry as an administrative assistant since 2012. Brittney enjoys building client relationships, and she looks forward to applying her previous experience to her role with Graham Wealth Partners.
Marketing Associate
Laiba Javed has been working with CG Wealth Management as a Marketing Associate since September 2023. She is an alumna of the Suleman Dawood School of Business, where she earned an honours degree in Management Science. She approaches her work with unwavering determination and a positive, results-oriented mindset. Prior to moving to Canada, she worked as a Client Relations Associate at Edge Services and Solutions in the USA.
Marketing Assistant
Cheryl has several years of administrative-support experience in the financial services industry. She joined CG Wealth Management in May of 2018 as a marketing assistant. Previously, she had attended Grant MacEwan and graduated with a diploma in graphic design, followed by employment with graphic-design studios here in Edmonton.
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