president & ceo at cap advisors inc @ CAP Advisors Inc.
Toronto, Ontario, Canada
Graham Carter
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The University of British Columbia
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FlashIntel GPTGraham Carter is a highly experienced professional with 42.8 years of work experience in wealth management, estate planning, investments, and strategic planning. Based in Canada-Ontario-Toronto, he specializes in using tax-exempt life insurance as a tool for wealth management. Graham is known for his expertise in economics, accounting, and capital markets, and he is a frequent speaker to insurance agents and professional advisors across Canada. He has held various leadership positions, including President & CEO at CAP Advisors Inc. and Corporate Banking Division at TD.
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About
Graham specializes in using tax-exempt life insurance as a tool for wealth management. His background in economics, accounting and capital markets is unique in the life insurance and wealth management field. He is a frequent speaker to insurance agents and professional advisors across Canada and works with some of the wealthiest families in the country.
Work Experience
President | Chief Executive Officer
president & ceo at cap advisors inc
Financial Services
Graham Carter's Professional Milestones
- Capital Markets Group (1981-01-01~1986-01-01): Established strategic partnerships and successfully completed manufacturing operations in the capital markets group.
- president & ceo at cap advisors inc (1992-01-01~): Elevated company performance by implementing strategic strategic initiatives and optimizing production processes.
Education
Skill
Wealth Management
Estate Planning
Investments
Strategic Planning
Life Insurance
Corporate Finance
Business Strategy
Risk Management
Financial Structuring
Mutual Funds
Securities
Financial Analysis
Business Planning
Retirement
High Net Worth Individuals
Private Client
Family Office
Licensed Life Insurance Agent
Certification
Colleagues
Other Named Graham Carter
Frequently asked questions
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Graham Carter works for CAP Advisors Inc.
Graham Carter's role in CAP Advisors Inc. is president & ceo at cap advisors inc
Graham Carter works in the industry of Financial Services
Graham Carter's colleagues are Claire Del Net,Marian Carter,Luke Carter
Graham Carter's latest job experience is president & ceo at cap advisors inc at CAP Advisors Inc.
Graham Carter's latest education in The University of British Columbia
