Graham O'Kelly, CFA®

I work with families that require a high level of experience in managing the complexities of their wealth. Using a collaborative process, our team creates customized wealth plans for successful families that seek to protect, grow and effectively manage all the dimensions of their wealth, not just their investments. My designations of Chartered Financial Analyst (CFA®) attests to my ability to help clients simplify complex financial issues with understanding and precision. I am also a member of the eight-person Core Group at RBC Wealth Management. Successful families rely on our: • In-depth understanding of their values and our ability to make connections between those values and their financial resources. • Consultative approach to strategic decisions. We often serve as a sounding board to help them make smart decisions in today’s uncertain political and economic environment. • Concierge level service model and regular in-person meetings to review their immediate needs and progress toward their long-term goals. Professionals engage us because of our: • Ability to deliver in-depth understanding of sophisticated investments and strategies that can then be relayed to their clients in plain English. • Collaborative ways of working together that supports their ability to deliver superior service to their clients. • Clear understanding of the legal, financial, and emotional issues of divorce and the complexities that can arise during the transition.