F. James Graham
PARTNER AND CERTIFIED FINANCIAL PLANNER
Jamie has over 25 years of experience as a financial planner and has successfully assisted many families achieve their financial goals. His proven process will help you to begin retiring today.
PROFESSIONAL DESIGNATIONS
•Certified Financial Planner (CFP)
INDUSTRY MEMBERSHIPS
•FP Canada
AREAS OF EXPERTISE
Private Wealth Management, Investment and Retirement Plans, Corporate RRSPs, and Tax Minimization Strategies.
Contact Me:
jgraham@insightwealth.ca
Pat Slocombe, B.Comm
PARTNER
Pat has over 30 years of experience as an insurance advisor and independent broker. He enjoys working with business owners and families.
AREAS OF EXPERTISE
Life, disability, and critical illness insurance, corporate buy/sell insurance for partners , key man insurance, and risk management strategies for business owners, employee benefit consultation and estate planning
Contact Me:
pslocombe@insightwealth.ca