Delivering Independent and Objective Financial Advice
Our Values
Leadership
Demonstrating industry leadership by setting high standards in service, ethical practices, and client education.
Growth
Committing to the continuous enhancement of our clients' wealth through strategic and innovative financial planning.
Balance
Achieving financial well-being by managing risk and reward effectively through a comprehensive approach.
Protection
Protecting clients' finances via risk management and insurance solutions.
Our People
Our Partners
Ron Graham, C.P.A., CA, R.F.P., CFP®
Ron Graham, CPA, CA, RFP, CFP®, brings over three decades of expertise in personal finance, delivering independent and objective financial advice to individuals and conducting insightful financial planning workshops for diverse groups.
Ron earned his B.Comm degree from the University of Alberta. His career began in public practice, specializing in small business and personal tax, followed by senior financial roles in owner-managed small businesses. He has a breadth of experience from his work with national trust company, an international pension and benefits consulting firm, and a national fee-only financial planning firm.
A dedicated educator, Ron has facilitated adult education seminars and workshops throughout his career, ranging from one-hour sessions to multi-day programs. He has shared his knowledge with government agencies, corporations, and educational institutions, including teaching CFP® courses at Grant MacEwan.
Ron has made significant contributions to the financial planning profession, serving as Chair of the Advocis, President of the Canadian Association of Financial Planners, and as a director of CFP Canada. He is a member of the Alberta and Canadian Institutes of Chartered Professional Accountants, and the Institute of Advanced Financial Planners.
Taylor Zimmerman, CFP®, CIM
Taylor is dedicated to empowering individuals to achieve financial confidence, a passion that has driven his career. Beginning as an independent financial advisor in 2012, he earned his life and mutual fund licenses and achieved his CFP®, designation in 2017. In 2020, he joined RGA Financial, enhancing his ability to deliver comprehensive financial plans to his clients.
Taylor specializes in making complex financial topics simple and guiding his clients to make smart decisions for their future. He believes in a holistic approach, considering everything from planning for children and career changes to major purchases and health concerns. Taylor continually seeks to expand his expertise, recently completing his CIM designation to provide advanced investment management services.
Azia Onofrychuk, MBA
Azia is driven by a commitment to empower individuals to achieve financial security. With over a decade of experience, she specializes in strategic planning, investment and risk management, consulting, and business development.
Azia holds a B.Comm from McGill University and an MBA from the University of Alberta. Her journey started at TD Bank in Toronto, where she gained valuable insights into both client-facing and backend operations crucial for delivering client value. She excels at demystifying complex financial products integral to effective financial planning.
Entrepreneurial and community-oriented, Azia is dedicated to delivering long-term results for her clients and business partners. She actively promotes inclusivity within the financial industry, ensuring that all clients feel empowered and valued.
Sheila Hawkins, CFP®, AMP
Sheila embarked on her financial career with a major bank after completing her university studies, but soon felt constrained by the limitations of large corporate institutions in meeting client needs. Motivated to provide unbiased guidance and education, she began working with individuals, empowering them to make informed financial decisions without undue product pressures. She is dedicated to professional excellence and client advocacy, as seen by her extensive credentials including CFP®, Life Agent, Accredited Mortgage Professional, Consumer Debt Counselor, and appointed Commissioner for Oaths in the Province of Alberta.
Sheila specializes in debt restructuring and mortgages. Her approach is grounded in integrity, treating every client with respect and dignity, regardless of their circumstances. An experienced educator, Sheila regularly conducts seminars and classes for employees and members of various organizations, sharing her expertise and insights.