Graham has been in the financial industry for over 18 years. Developing his craft over the years to reduce risk, protect capital, and generate wealth.
“At the start of my brokerage days, I use to listen to the company morning call where the analysts pushed their recommendations. After a short time I noticed that when a stock dropped in price, the analyst had nothing to say other than buy more. By the time the analyst recommended selling, it was too late. This is when I realized a need to better measure risk in the market. Eventually I came across technical analysis and the Point & Figure methodology. I have never looked back since.”
Bachelor of Arts degree in Economics from Simon Fraser University
Canadian Securities Course
Conduct & Practices Handbook Course
Professional Financial Planning Course
Life Insurance plus Accident & Sickness Insurance License
Derivatives Fundamentals Course
Options Licensing Course
While there are continual education requirements in my industry, I am personally committed to lifetime learning
About Queensbury
At Queensbury, the clients’ interests always come first! This tenet is spelled out in the Code of Conduct that associates must accept and acknowledge in writing.
Part of Queensbury Group is Queensbury Securities Inc. and Queensbury Insurance Brokers Inc. These firms were created in 1987 to provide an environment where clients' interests can be put at the forefront.
Queensbury Securities is an independent, full-service investment dealer offering a full range of products and services including mutual funds, stocks, bonds, income trusts, exchange traded funds, retirement savings plans, retirement income fund plans, and registered education savings plans.
Queensbury Insurance Brokers is a licensed corporate insurance agency, through which advice on all insurance products is provided. Through our relationships with all of the major insurance companies, we can offer a full range of life insurance products, tax minimization and estate maximization solutions to help you plan for your future and the future of those you care about.
At Queensbury, we do not create any investment products, so your advisor won't be subject to any influence to sell in-house proprietary products that may not be in your best interest. At other firms, there may be conflicting interests where they create their own investment products and provide advisory services. You may end up owning proprietary products in your portfolio which aren't the best for your circumstances. At Queensbury, your advisor has the opportunity to help invest your wealth on a truly independent, bias-free basis, while not compromising on the breadth of products available.
Member of Investment Industry Regulatory Organization of Canada (www.iiroc.ca)
Member of the Canadian Investor Protection Fund (www.cipf.ca)
IIROC Advisor Report – Investors may research the background,
qualifications and disciplinary information on advisors at IIROC-regulated firms by referencing to the IIROC Advisor Report found here
CIPF coverage and IIROC membership is only applicable to Queensbury Securities Inc.