Nicholas Graham
Financial Advisor, Financial Planner @Edward Jones
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WORK HISTORY
Financial Advisor, Financial Planner @Edward Jones
Ottawa, ON, CA
Edward Jones – Wealth Management for Professionals WHAT WE DO:We help professionals optimize taxes, and protect their wealth through planning-led, evidence-based wealth strategies. HOW WE DO IT:Through our Wealth Growth Framework™, we coordinate each client’s practice, corporation, and personal accounts — aligning investments, tax efficiency, and long-term goals into one clear plan. WHAT MAKES US DIFFERENT:• Independent, fiduciary-aligned planning led by a CFP® and CIM® professional • Evidence-based portfolios with clear fee transparency • Experience working with incorporated physicians and complex corporate structures • Integrated approach to investment, insurance, and liability management WANT TO LEARN MORE?Visit or message Nicholas Graham directly to schedule a confidential 30-minute review.
EDUCATION
University of Ottawa
Bachelor of Commerce (B.Com.), Specialization in Management
ABOUT NICHOLAS GRAHAM
With close to a decade of experience helping professionals across Canada, I focus on building personalized, planning-led strategies that help clients optimize taxes, protect their wealth.Through my Wealth Growth Framework™, I coordinate investment, tax, and cash-flow strategies to uncover financial opportunities most advisors and accountants overlook — all designed to simplify decision-making and improve long-term results. Have you ever thought can I invest in my Professional Corp How do I use insurance as an asset class and wealth preservation strategy? Do you ever feel your wealth plan could be working harder for you? Are you unsure if your corporation, RRSP, or TFSA are coordinated effectively? Do you want to reduce future tax exposure while protecting your family’s wealth? Many of my clients were in the same position — until we: – Reviewed annual tax exposure by restructuring how income was managed – Improved investment efficiency without taking on additional risk – Created clear, sustainable plans to preserve more family wealth over timeIf you’re a healthcare professional seeking objective, coordinated guidance from a fiduciary-trained advisor, I’d be glad to share how this process works. Schedule a brief, confidential review to see if there’s room to improve your current plan.Nicholas Graham, CFP®, CIM® Financial Planner | Edward Jones | Ottawa, ON n••••••••@edwardjones.com
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