Graham Whitwell

equipe

Associate Investment Advisor

CFA

Spoken languages : English

Graham has 18 years of experience and joined National Bank in 2008. He has worked with institutional and individual investors during his career. Most recently, Graham was responsible for client presentations on the Canadian economy for National Bank branches in western Canada.

Graham has the Chartered Financial Analyst (CFA) designation, called the "gold standard" by The Economist. He has dedicated his career to helping individuals build and protect their wealth by focusing on their goals while reducing overall risk.

Graham's background give him the knowledge to control risk and vet new products. His investment process allows him to know his clients and build a portfolio that meets their specific objectives and constraints. He has a broad knowledge of asset classes and strategies and the skill to integrate taxation* in the investment policy. Finally, Graham has the ability to integrate multiple disciplines and work as a complement with other specialists including tax lawyers and accountants.

Career Highlights

Accounting and finance degree from Ryerson University 1995

Chartered Financial Analyst designation 2006

Introduced National Bank's high net worth offering in 2008 in western Canada

Completed the Canadian Secuties Course

Completed the Canadian Conduct and Practices Course

Completed the Derivatives Fundamentals Course

Member of the Victoria CFA society

*National Bank Financial is not a tax advisor and clients should seek professional advice on tax-related matters.