Graham Burns has been helping individuals, organizations, and business owners since 1986 to build their wealth and preserve their legacies. Throughout his 34 years in the financial services industry, Graham has not only worked with private clients and institutions to help manage their wealth but has also held senior positions in management with various financial institutions. Prior to joining Raymond James Ltd., Graham was a VP and in senior management at a bank-owned investment firm in Kelowna for seven years.
Before his career in the financial services industry, Graham was the successful owner of a private construction company.
Graham received his portfolio manager designation in 2014. He also holds the advanced accreditation of Certified Investment Manager (CIM®). Graham achieved his Certified Financial Planner (CFP®) accreditation in 2003.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.