Byron Financial Services

Graham Byron, CFP, FCSI, CIM

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 works with his clients to establish and achieve their financial goals through objective financial planning and efficient management of investment assets. He assists clients 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)

In addition to being a Globe & Mail business bestseller, The Mindful Investor was awarded an International Book Award by JPX Media (2011) and won a Gold Medal in the Personal Finance category of the Axiom Business Book Awards (2010).

A native of Edinburgh, Scotland, Graham is the proud father of three girls and now lives in Toronto. 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 are able to maintain a state of calm awareness, make good decisions, and enjoy their wealth, regardless of market conditions.