We charge an hourly fee for time spent with our clients or working on their financial affairs. We do not sell any financial products.
We are based in Edmonton, Alberta and provide financial advice for individuals across Western Canada, either through one-on-one counseling or through employer-sponsored seminars.
A financial plan provides a very practical framework for what you do with your money, taking into consideration your goals, circumstances and personal investment style. These considerations can change over time, so to make sure your financial plan reflects those changes it should be reviewed regularly.
Many of our clients prefer a modular approach to their Financial Planning. We will tailor the service to deal with your most pressing issues. We answer those questions that are most important to you today. Once the initial problems have been resolved, many clients return to review other areas of their financial health.
Based in Edmonton, Alberta, Ron Graham & Associates provides financial advice for individuals across Western Canada, either through one-on-one counseling or through employer-sponsored seminars.
“My view? A few hours of advice from fee-only planners can provide an eclectic but cost-effective second opinion for those using commission-based advisors.”
“What I like about Ron is that he does not sell any products, so I know that the advice I get is the best for me.”
“Ron showed us ways that we can organize our affairs to maximize the amount of money we have for our retirement.”
“I hate to award a perfect score but to give less would undervalue the benefits I received! First time financial planning made any sense to one who didn’t understand this subject fully.”
“Ron Graham presented information very well in a succession of relevant steps in simple terms that could be understood even by a novice.”
“Ron – thank you again for your support and assistance. It is invaluable.”