At Graham-Rowe & Associates, we look at every dimension of your financial life – not just investments. A well-built plan will grow and adapt as you do, employing customized solutions. It should encompass all factors that can impact your wealth like taxes, health struggles, family dynamics, and important life transitions.

Forming lasting relationships is at the heart of everything we do, which we believe sets us apart from other advisors. With 40+ years of combined financial planning experience behind us, our team will help you build confidence in your future. Whether you are planning for retirement, have complex tax considerations, or are evaluating the best options to share your legacy, we will strive to ensure that each part of your financial plan is synchronized with the others.

We will achieve this through accountability, a collaborative approach, and our commitment to provide a superb client experience. For you, this means more time to enjoy your life with the confidence that your financial affairs are in good hands.

Meet our team

Access to experts

IG’s planning professionals have the knowledge and experience to address even the most complex situations. The team comprises over 20 CPAs, lawyers and other tax, estate and investment-focused specialists coast to coast.

The Advanced Financial Planning team is led by the following individuals:

Regional financial specialists

Our team has access to specialists located in our region who provide additional portfolio insight and planning strategies to enhance your Living Plan, creating additional peace of mind for you and your family.

Grace Shi

Wealth Specialist,
Investors Group Securities Inc.

Steve McInnis

Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.

Community involvement

Individually, and as a team, we support initiatives and community organizations that are focused on social progress and improving the quality of life for the people in our community.

  • We also support the following organizations:

    • St. Louise Outreach Of Peel
    • Canadian Cancer Society
    • Regeneration Outreach Community
    • CNOY
    • Alzheimer’s Society
    • Hospital for Sick Children

As a Canadian company, we believe in giving back in ways that can make real and meaningful differences in communities from coast-to-coast. Our commitment starts with IG Empower Your Tomorrow, a program dedicated to increasing financial confidence of all Canadians.

Learn more

In the media

For all media inquiries and bookings for speaking engagements, please contact us at amanda.graham-rowe@ig.ca.