Brett Graham

Executive Financial Associate at Ironwood Wealth Management Group
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Contact Information
us****@****om
(386) 825-5501
Location
St Catharines, Ontario, Canada, CA
Languages
  • English Full professional proficiency

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Bio

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Credentials

  • Conduct and Practices Handbook Course
    Canadian Securities Institute (CSI)
    May, 2019
    - Oct, 2024
  • Canadian Securities Course
    Canadian Securities Institute (CSI)
    Mar, 2018
    - Oct, 2024

Experience

  • Ironwood Wealth Management Group
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Executive Financial Associate
      • Mar 2020 - Present

    • Executive Financial Assistant
      • Mar 2016 - Mar 2020

      Financial assistant for two financial advisors. As a team we provide retirement, estate and financial planning, investment opportunities, and tax preparation.

  • BMO Financial Group
    • Customer Service Representative
      • Jul 2015 - Mar 2016

Education

  • Durham College
    Graduate Certificate, Sport Business Management
    2013 - 2014
  • Redeemer University College
    Bachelor, Physical Education, Business
    2007 - 2011

Community

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