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.
This person is not in any teams
This person is not in any offices
Affinity Financial Group - Harbourfront Wealth Management
Affinity Financial Group was founded as a group of independent advisors seeking top-end solutions while avoiding conflicts of interest and significant limitations that are often found in the Financial Planning / Investment Advisory industry. Our vision is to manage an efficient client base that ensures our levels of service and commitment are maintained throughout the course of the business relationship. In the end, we realize that at the core of any quality relationship is trust and mutual respect. We are not pressured to focus on sales targets and high volume business that much of the advisory industry is accustomed to. Rather, we prefer to focus on building a higher quality Advisor – Client relationship. In our experience, this increases the success rate of clients reaching their financial goals while having piece of mind and comfort in who they entrust with these goals.