Robyn Graham

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Robyn has more than 30 years of experience building portfolio solutions that meet clients’ financial goals. She is a Chartered Financial Analyst (CFA), Chartered Investment Manager, Certified Financial Planner (CFP), and Fellow of the Canadian Securities Institute (FSCI). Robyn is passionate about helping others be financially successful and empowering them to control their financial futures because, “money facilitates peace of mind and the freedom to choose.”

Will Robots Take Women’s Jobs?

If you’re from my demographic cohort, you’ll either chuckle or be offended by the fembots featured in the 1997 film, Austin Powers: International Man...

Robo? SPY? TIPs? A Primer on ETF Acronyms

One of the most confusing things about investing are the acronyms. These abbreviations seem like a secret code to the uninitiated, obscuring understanding. But...

Shaken Not Stirred: What’s Your Mix?

Stock tips make for enticing cocktail party chatter. No doubt you’ve heard someone’s braggadocio at a party, “Yeah I nailed a 4-bagger on that...

Risky Business—What’s Your True Comfort Zone?

The biggest problem with the investment industry is sometimes we need a special dictionary to understand what’s really being discussed. Take the word “risk”,...

The Care and Feeding of Your Nest Egg

Life Happens: Goals-based Investing While many healthy boomers are choosing to delay retirement, most will turn to their nest egg at some point to fund...

How Couples Can Successfully Build Wealth Together

Divide and conquer? Splitting household responsibilities between spouses might seem more efficient, but some things are just too important to leave to someone else. Key...

Canadian Women Will Control $3 Trillion

By 2024, three generations of women in Canada are destined to control an estimated $3 trillion or 46% of personal wealth. Are they ready? According...

Live Long & Prosper …Financially

"It's never too late to be what you might have been." — George Elliot, Author A sea change has occurred in the financial planning and...