I take great pride in being professional and detailed, not only for you the client but my communities I serve. I like to stay current in my education and honoured to be serving on the local Chapter Board of The Financial Advisors of Canada (Advocis). In my tenure as President, we won the acclaimed Totem Pole Award. Currently I serve as the Program Director, bringing the educational speakers to the Financial Advisors in the Kitchener-Waterloo area. With 19 years of experience as a Financial Advisor, I have much to offer. Education and guidance is important in how I communicate with you.
I take great pride in being professional and detailed, not only for you the client but my communities I serve.
I like to stay current in my education and honoured to be serving on the local Chapter Board of The Financial Advisors of Canada (Advocis). In my tenure as President, we won the acclaimed Totem Pole Award. Currently I serve as the Program Director, bringing the educational speakers to the Financial Advisors in the Kitchener-Waterloo area.
With 19 years of experience as a Financial Advisor, I have much to offer. Education and guidance is important in how I communicate with you.
Email Address firstname.lastname@example.org
Level Founding Member
First Name Lorraine
Last Name Graham
What Services Lorraine Graham Offers?
A life and mutual funds licensed independent broker, since 1990. I work for you and not the insurance company.
Providing life insurance to growing families and retirees. Also specializing in providing insurance for those who have been rated or declined for life insurance in the past.
An investment professional helping my clients with long term and short term saving and investing goals achieve success. Certified in Cash Flow Planning in 2015.
Life & Health Insurance
RRSP's, TFSA's, Education Savings Plans
Cash Flow Planning
Lorraine Graham’s Ideal Clients.
I love helping young families achieve financial success - from Cash Flow Planning to Insurance Needs Planning and saving for large purchases, retirement and children's education, I enjoy watching young families grow and thrive financially.
I really enjoy working in the Retirement market where Seniors are now looking to provide for last expenses and to leave a little something behind for their loved ones.
I get a lot of satisfaction in working with those who are difficult and previously uninsurable! This group of clients really understands the importance of leaving behind a legacy. I have been able to find life insurance solutions for folks with Diabetes, both type 1 and type 2, Heart conditions, Cancer, Parkinson's, Mental Illness, Obesity, and lifestyle such as driving suspensions, foreign travel and bankruptcy.
I also do a lot of work with newcomers to Canada. If you are on a work visa, or clergy visa, or Super Visa, I find the right insurance company to fit your needs and wants.
The main reason I decided to become an Independent Broker 3 years ago is to be able to provide a wide range of products and services that only a broker not working as a captive agent can provide.
Profession Insurance and Investment Advisor 226.929.9012
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