ÂÜÀòÂÒÂ×

Graham Roy Cim®

Portfolio Manager & Financial Advisor at Affinity Financial Group - Harbourfront Wealth Management

Graham Roy CIM® is an experienced financial professional with a robust background in wealth management and investment advisory. Since September 2019, Graham has served as a Portfolio Manager and Financial Advisor at Affinity Financial Group / Harbourfront Wealth Management, focusing on independent, unbiased financial advice and comprehensive wealth management strategies. Prior to this role, Graham has been a Principal and Financial Advisor at Affinity Financial Group since November 2014, specializing in business, retirement, and estate planning. Additionally, Graham held the position of Investment Advisor at Affinity Securities of Worldsource Securities Inc. from September 2011 to September 2019 and worked as a Communications Manager for Shareowner Services at BNY Mellon from October 2005 to April 2010. Education credentials include training from the Canadian Securities Institute.

Links

Previous companies

BNY Mellon logo