Graeme has over 20 years of experience in finance and wealth management, and he has been helping clients at RBC Dominion Securities since 2003. He graduated from the University of Winnipeg with a Bachelor's degree in Administrative Studies in 2000. He holds the Chartered Investment Manager designation, as well as the FMA designation in financial planning, both issued by the Canadian Securities Institute.
Graeme's licencing as a Portfolio Manager allows him to manage investment portfolios for clients on a discretionary basis. Discretionary investment management is appealing to many clients who do not wish to be burdened with the day-to-day details of managing their wealth, but instead prefer to focus their time and energy on their business, family, and other personal pursuits. Graeme is licenced to trade options, as well as being an agent in life and accident & sickness insurance.
A set of twins, and their baby sister, keep Graeme and his wife Krista on their toes, and they all enjoy spending time with family and friends at Lake of the Woods. Graeme has volunteered his time over the past several years with various charities focusing on conservation and the arts.