From Our Clients
“Geoff Graham has been our financial advisor for over 15 years. He is extremely knowledgeable and provides personalized, attentive and prompt service. Mr. Graham has provided us with sound fiscal advice regarding the latest, most efficient financial investment options. This advice has greatly benefited our family by providing a secure financial future. I would recommend Geoff’s services most highly.”
“Geoff Graham has been our financial and insurance advisor for over twelve years. During this time he has repeatedly shown himself to be ahead of the game and advised us on new services and products well before they are touted in the financial media, enabling us to invest early and wisely. He has consistently advised us with knowledgeable information about global economic trends and the effects on our investments in a timely fashion.”
Thirty years ago, we had the good fortune of meeting a young insurance broker named Geoff Graham. Geoff was about our age and had a great ability to explain the details of insurance in language we could understand. After benefitting for years from his advice in insurance, Geoff approached us in his new field of investment. His easygoing, low pressure approach along with his depth of knowledge in the ever-changing world of investment immediately caught our attention. Geoff’s ability to explain his reasoning behind his investment suggestions in terms that were clear and readily understandibly inspired us to move the bulk our investment portfolio to his firm. Our only regret since then was that we did not do this sooner. We have seen our investments outperform the TSE bench mark consistently over the years. Geoff, and now his son Brendan, are in contact with us regularly and keep us well informed with frequent reports on our portfolio. He responds to our communications promptly and always follows up after any major changes in the market which might impact our investments. He has travelled to our home in Peterborough often as he appreciates the importance of personal contact in this setting. We have referred our three adult children to Geoff and his firm and already a bond of trust has formed. I would not hesitate to refer any of my friends to Geoff and his Graham Financial Strategies Group, especially if they are looking for someone who combines sound financial knowledge, dedication with a personal approach.
“I have been with Brendan and Geoff at GFSG since 2013, and they have definitely met and surpassed my expectations of working with financial advisors. They take the time to truly get to know their client’s individual needs and financial goals as well as their comfort level with risk tolerance. They regularly provide updates and have always been available to answer any questions or to explain options within my portfolio. With theprofessionalism and proactive approach to the services they provide, I would highly recommend them to my family, friends and clients.”
“Geoff Graham has been my financial advisor since 2003. He has provided financial services involving registered and non-registered investments, insured retirement plans, and investment strategies within personal corporations. His investment approach emphasizes preservation of capital and balances potential investment returns with an acceptable level of risk. He has a sound knowledge of various investment and tax-reducing instruments. I would recommend him without any hesitation.”
“Brendan has provided an investment approach that is value focused. He has helped plan for the future by providing comprehensive financial planning which has allowed me to understand how much I should put away today to reach my retirement goals in the future. In addition, he has put in place risk management structures to protect us from anything derailing our financial security and goals. Whether it’s putting money away for retirement, creating the best tax shelters or just simply to ask “what would you do?” I know that I will get an honest, consultative and facts based opinion on what’s best for my needs and my future with Brendan’s expertise. If given the opportunity to look out for your financial needs I know you will be as satisfied as I have been! Thank you Brendan for your service since 2012. I sincerely appreciate everything you have done for me and my family!”
GFSG provide tailored advice and customized solutions to address my financial planning needs. Having dealt with Brendan and Geoff on many occasions, they consistently deliver a professional experience. They are readily available to address my concerns, and are accommodative of my schedule. I value their ability to utilize products from a wide range of financial institutions. Additionally, their tenure in the industry affords the insight, knowledge, and expertise to design the right strategy for my goals.
Geoff has been my financial advisor for over fifteen years and has provided with me clear and sound advice over those years. He and his team are proactive, extremely efficient and very easy to work with. His ability to provide sound independent advice has allowed me to recommend him to family and other close friends and they all have been equally praiseworthy in the way he has managed and improved their investments.
It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. Brendan makes a point to stay in constant contact with you throughout the year, diligently monitors your portfolio and is proactive, not reactive to market trends. He is very professional and I never doubt his financial acumen. The financial gains experienced since becoming a client speak for themselves.
Graham Financial Strategies Group Inc.
Telephone 289.868.9149 Toll Free 877.354.8113 Fax 289.868.8843