Meet The Team
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. 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 two best-selling books on the subject:
- The CARP Financial Planning Guide (Stoddart)
- The Mindful Investor (John Wiley & Sons)
Jennifer Colyer, BA
jennifer.colyer@cibc.ca(416) 229-3323
Jennifer Colyer is Graham's Administrative 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.
Testimonial
"At our last meeting, Deborah and I talked about how important it is to have a real person to work with, as opposed to a so called "robo-investor"…the most important thing is that with a real person we get to have a dialogue. That means that you get to hear our concerns, and we get to hear your ideas, and together we come up with a good path forward. That's a basic human interaction and it feels pretty good and works really well. Over the years we have gotten to know each other so that our financial plan is totally custom made to fit our needs. For sure, if we were working alone with our computer, we would be lost. And since actions speak louder than words, we are happy to pay for the return trip from Ottawa to Toronto on the train, and a couple of nights in a hotel, to see you, and we look forward to seeing you again next year. One other thing that keeps us coming back to see a real person is your clearly excellent working relationship with your assistant, Jennifer, so that we have two great minds working for us. Feel free to share these thoughts with anyone, and thank you. We feel that we are very lucky to have you and Jennifer working for us."
Bob W
