Cameron Graham

Regional Vice President - Alberta & Saskatchewan @Ppi

Calgary, AB, CA
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+91 *********19

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WORK HISTORY

Mar 2024 — Present

Regional Vice President - Alberta & Saskatchewan @Ppi

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Calgary, AB, CA

Leads the Alberta Sales Teams, with the goal to and drive growth in Alberta and Saskatchewan, partnering with independent financial advisors in maximizing their business opportunities. With market-leading expertise and technology, we empower advisors to create the best solutions for their clients, improve their prospecting strategy and compliance process.

EDUCATION

2015 — 2015

Financial Planning Standards Council

FPSC Level 1 Certificate

2013 — 2014

CCH / The Institute

CHS

2003 — 2008

The University of Lethbridge

Bachelor of Arts (B.A.), English Literature / Education

2017 — 2018

The Institute for Advanced Financial Education

Chartered Life Underwriter (CLU)

2015 — 2016

Financial Planning Standars Council

CFP

ABOUT CAMERON GRAHAM

As the Regional Vice President of Alberta, I lead a team of experts whose primary goal is to help financial advisors grow their insurance business, with creative and innovative solutions. After starting in the industry with RBC Insurance, I learned the in\'s and out\'s of the insurance industry from the carriers point of view. From their, I moved on to work with very successful advisors within TD Waterhouse, where I learned how insurance and estate planning can be used effectively to enhance their clients lives, learning the industry from the advisors and clients perspectives.I\'ve since taken the skills and knowledge from all perspectives, and have incorporated them into my role at PPI, where I help motivate and educate advisors, so they can elevate their practices and help their clients achieve their financial goals.

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