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"To be a good investment planner, you need to care about your clients and strive to support them and their loved ones throughout their financial journey. There is no greater reward than that which comes from helping others."
Graham Priest has over 20 years' experience in the investment and insurance industry. His experience and education allows him to thoroughly understand each client’s unique financial profile and prepare a personalized investment plan that sets them on the course to achieve both short- and long-term goals. Attention to detail, good listening skills and great empathy are symbols of his appreciation by his clients. He is effectively supported by a team of administration and planning specialists whose teamwork and professionalism help him build long-term relationships to provide personalized client service.
Graham has achieved several designations, including: Certified Financial Planner® (CFP), Financial Management Advisor (FMA), Chartered Investment Manager (CIM), and Fellow of Canadian Securities Institute (FCSI) which demonstrates a strong commitment to learning and ensures clients receive personalized investment strategies BlueShore clients expect.
Graham is married with four children and is an active participant in the North Shore community. When he is away from the business, he finds time to give back to his community through various volunteer activities and coaches his sons’ baseball and soccer teams.
As an Investment Advisor, Graham can provide a combination of personalized advice and access to a full suite of investment products through Credential Securities, including mutual funds†, stocks†, bonds†, exchange-traded funds† (ETFs) and more.
† Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
Insurance services provided by BlueShore Wealth.