Delwin Graham, Ph.D., CIM, PFP, FCSI
Delwin Graham has been with Canaccord Genuity 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.
In addition to achieving his Doctorate in Philosophy (Ph.D.) at the University of Ottawa, Delwin is a Fellow of the Canadian Security Institute (FCSI), which is the highest designation within the Canadian Securities Institute.
Delwin supports local charities on an ongoing basis, such as the Salvation Army. He lives in Edmonton with his wife, Kathy; two daughters; and one son.
Eric Brown, BA, CIM
Associate Investment Advisor
Eric Brown has been in the financial services industry since 2006. Eric has been with Canaccord Genuity Wealth Management as an Investment Advisor 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, Ontario, and Saskatchewan.
Eric credits his degree in archaeology for his ability to help his clients visualize the big picture while maintaining a focus on the numerous details. Eric resides in Sherwood Park with his wife, Cheyenne, and three very active and happy children.
Summer Tran, BBA
Investment Advisor Assistant
Summer, our Investment Advisor Assistant, has been with Canaccord Genuity Wealth Management since July of 2019. She had recently graduated from NAIT, earning a Bachelor Administration of Business with a degree in accounting. Her education also includes the Canadian Securities Course (CSC) with the Canadian Securities Institute. She’s looking forward to the opportunities that lie ahead in the financial services industry.
In Summer’s spare time, she enjoys playing soccer recreationally and attending sporting events, as well as spending quality time with family and friends.
Cheryl has several years of administrative-support experience in the financial services industry. She joined Canaccord Genuity 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.
Cheryl fills her spare time with music, movies, art, and photography. She also enjoys reading both fiction and non-fiction.
Jeff Haggerty, CFP, CLU, FMA
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.
Jeff lives with his significant other and is the proud father of two beautiful daughters.