Graeme has been in the investment industry since 2004 and brings his experience to his role as Investment Counsellor with RBC PH&N Investment Counsel providing discretionary investment management services to individuals, families, businesses, foundations, trusts and not-for-profit organizations in Calgary and the surrounding area.
Graeme enjoys working with a limited number of clients who value his personalized service and customized investment strategies. He employs an in-depth discovery process to develop a thorough understanding of each client’s unique financial circumstances and complex needs. To help identify and fulfill all of his clients’ wealth management needs, Graeme works in collaboration with in-house team of tax, estate and financial planning specialists, along with his clients’ existing advisors.
Graeme graduated from the University of Lethbridge with his Bachelor’s degree in Finance. He is also a Chartered Financial Analyst (CFA) Charterholder and member of the Calgary CFA Society.
Outside of the office, Graeme enjoys travelling, motorcycling, snowboarding, cycling and hiking. He lives in the Calgary area, where he was born and raised, with his two children.
