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GWP | Wealth Management Process

Investing is about more than just making money. It is about providing stability for your family and having the means to enjoy your life. At Graham Wealth Partners, it is our goal to help you get the most out of your investment portfolio so you can get the best out of life.

How it Works

Step 1: Discovery

Meet with one of our financial advisors to discuss your current investment strategy, risk profile and long-term goals. We do a full wealth assessment and can provide you with an investment portfolio example. Then we discuss different market strategies. 

Step 2: Investment Plan

Once we have created your plan, we meet again to go over it. All investment comes with risk, so we want to make sure you are 100% comfortable with our stock-market strategy before you invest.

Step 3: Implementation 

Once your plan is in place, we work with you and other appropriate professionals – like your accountants and lawyers – to help implement the recommendations in the plan and ensure that all of the appropriate steps are taken.

Step 4: Monitoring & Review

Financial markets change, and so does your life. We meet with you regularly to evaluate your plan, so it always aligns with your goals.

Why Choose Graham Wealth Partners?

At Graham Wealth Partners, we have the experience and dedication you need to meet your financial goals. We have been offering financial and estate planning in Canada since 2000.

Our financial advisors and estate planning experts are committed to making your financial dreams a reality.