Graham was born in Chatham, grew up in Toronto, and has lived in the USA and Europe. He received an undergraduate degree in Finance and Math, and a Master’s degree in Education, while playing Division 1 Lacrosse.

After school, he wanted to find a way to bring his aptitude with numbers together with his love of people and his passion for financial literacy. He started his career in financial services as an advisor, finding great success early on. He realized though that his true passion and his ability to have the greatest impact on the public was to work with other advisors and help them elevate their practices. Nothing brings him greater joy than to see others re-evaluate their own limits and believe that they are capable of more than they did the day before.

Graham has spent the better part of the last decade working with top advisors to grow their business exponentially, both at the carrier and MGA level. His work centers around a different approach to the high-net-worth space, revolutionizing the way in which advisors interact with prospects, clients, and their professional advice teams. This process has shortened advisors’ sales cycles, increased the size of their average case, improved closing ratios, and almost eliminated chargebacks. All of this means happier clients, more referrals, and more production that advisors, carriers, and clients can feel great about.