Graham Byron, CFP, FCSI, CIM
graham.byron@cibc.ca(416) 229-3314

Graham has over 25 years of experience providing comprehensive wealth management services to individuals and families. In addition to being a Certified Financial Planner, Graham is also a Fellow of the Canadian Securities Institute, a Chartered Investment Manager, a Portfolio Manager, and a Vice-President with CIBC Wood Gundy.

Graham helps his clients establish and achieve their financial goals through objective financial planning and efficient management of investment assets. He assists them in building, managing, and preserving their wealth by addressing all wealth managements needs, including analyzing and planning the investment portfolio, managing cash flow, retirement planning, and estate planning. His recommendations are tailored to suit individual circumstances and goals. Believing that his success is measured by his clients' success, he ensures that his clients' interests come first and strives for excellence in every facet of his practice.

Passionate about financial planning, Graham has spoken at countless workshops and seminars and co-authored three best-selling books on the subject:

• The CARP Financial Planning Guide (Stoddart)
• The MacKenzie Byron Guide to Mutual Fund Investing
• The Mindful Investor (John Wiley & Sons)

Graham believes that it is more crucial than ever that clients understand and are comfortable with their financial plans and their investments so that they can maintain a state of calm awareness, make good decisions, and enjoy their wealth, regardless of market conditions.

Jennifer Colyer, BA
jennifer.colyer@cibc.ca(416) 229-3323

Jennifer Colyer is Graham’s Financial Associate and is fully licensed to trade securities and provide advice to clients. She has more than two decades of industry experience and is committed to continuing education. She has completed a number of courses through the Canadian Securities Institute, including the Canadian Securities Course, the Conduct and Practices Handbook, and the Wealth Management Essentials Course. Jennifer’s robust experience, deep industry knowledge, and commitment to excellence enable her to provide the highest level of customer service and make her a valuable member of Graham’s team.