Meet the Specialists Richard Lefrancois Zenon Zemluk Offers tax - PowerPoint PPT Presentation

Meet the Specialists Richard Lefrancois Zenon Zemluk • Offers tax preparation • Serves as the estate and insurance services to clients of planning specialist to Graham Graham Wealth Wealth Advisory and has his Advisory Certified Financial Planner and • He has over 25 years of Certified Health Specialist experience in the designations financial services • He has extensive experience with industry and has group benefit insurance and can always focused on offer clients access to the completing personal Chamber of Commerce Health tax returns for clients Plan Clients Brett Graham Susan Tenetuik Founder Executive Assistant Graham Wealth Advisory (GWA) Graham Wealth Advisory (GWA) Tammy Wandzura, Mortgage Broker AMP Lic #315782 TMG The Mortgage Group • Offers mortgage services to clients of Janine Davis Graham Wealth Advisory • Is the executive director of the • Tammy offers the very best rates and Raymond James Canada services on the market Foundation • GWA clients will receive *up to • Clients of GWA have access to $500 cash back on approved Janine’s extensive charitable mortgages experience as well as have access to the Raymond James donor advised funds

Who we are Graham Wealth Advisory Portfolio design • Use 100% non-proprietary, best in class investment products • Objective, unbiased fund and ETF selection process • Actively managed asset allocation strategy expressing the views of the Raymond James Asset Allocation Committee Keeping in Touch • Customized service plans for each client tailored to meet the client’s needs • Facebook page to disseminate relevant information in a timely fashion • Monthly or quarterly portfolio valuation Graham Wealth Advisory reports available Investment Research • 76 analysts globally covering more than 1,300 companies around the world • 18 analysts in Canada publish research on 257 companies • Technical research

Clients We Serve and Understand 41-60 61-80 81+ Age 27% 57% 5% Under $1M $1M - $5M Over $5M Assets 23% 32% 45% Families Corporations Foundations Accounts 74% 23% 3%