As a Regional Wealth Planner, Graham Long facilitates the delivery of wealth planning reports. Using a needs-based approach, Graham works with our clients to not only gather pertinent financial information, but more importantly, to identify issues and to help our clients articulate and document their goals in order to build a plan that meets their complex needs. Working with the support of the wealth planning team, Graham delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning.
Graham became part of CI Assante Private Client in 2013. His experience in wealth planning and asset management spans over 20 years. It includes holding senior positions with two large Canadian asset management companies and working with two of the major Canadian banks. Before joining us, he was with Atlantic Canada’s largest independent chartered accounting firm.
Graham is a Chartered Professional Accountant (CPA, CGA) with a Bachelor of Commerce degree from Dalhousie University. In addition, he holds both his Certified Financial Planner® (CFP®) and Trust and Estate Practitioner (TEP) designations.