My goal is simple: My clients trust me with some of the most important aspects of their lives. I do not take that responsibility lightly. I treat everyone like family. I build trusting long-term relationships allowing for an inclusive and collaborative approach to retirement income planning and wealth management.
There is no one size fits all formula when it comes to your financial planning. I understand that the path to accomplishing financial success is different for everyone. I customize our planning to your goals and values.
“Graham has been successfully managing my portfolio for a few years now and I know I am in good hands.”
― Chris B
About Graham
Graham has over 15 years of experience in the financial planning industry, primarily focused on investment, retirement, tax and estate planning.
Graham is a people person through and through which is why his meetings are as much about connecting with clients personally, as he is about helping them find a path forward.
In his spare time Graham loves to be out in the mountains with his family or on the ice either playing or coaching.
Graham is a certified Personal Financial Planner (PFP) & Registered Retirement Consultant (RRC).
Marquis Wealth Inc., based in Calgary, Alberta, provides thorough retirement and tax planning as well as wealth management services. Our services are offered by a certified financial planner who adds a personal touch to meet your unique needs.
