Graham Fallis
Senior Wealth Advisor, Portfolio Manager @Scotia Wealth Management
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WORK HISTORY
Senior Wealth Advisor, Portfolio Manager @Scotia Wealth Management
Ottawa, CA
My team and I help people find their number. The amount of money they need to have set aside to retire or consider themselves financially secure. Once we have found your number, we provide guidance on how to either achieve or maintain that number.We do this by using proven methods to increase net worth, cash flow and financial security. In a world of diminishing customer service, we focus on exceptional customer service. Our plans and recommendations are customized to your unique situation and needs
EDUCATION
Carleton University
Bachelor of Arts (BA)
CERTIFIED FINANCIAL PLANNER™ - Financial Planners Standards Council
Certified Financial Planner™
SKILLS
ABOUT GRAHAM FALLIS
At Rideau Wealth Group we help our clients find their “Number”. We use a proven method to ensure all our clients meet or exceed their “number”. Most people do not know their number or the amount of money they need to have set aside to either retire or consider themselves financially independent.This uncertainty can lead to avoidable worry. That’s where we come in.I am passionate about our team’s mission and committed to helping our clients meet and exceed their financial goals.Please visit our website to learn more about how we can support your journey to financial independence: Fallis, CFP, CIMSenior Wealth Advisor, Portfolio ManagerScotia Wealth Management
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