Investment Advisor and Certified Senior Advisor
Who is Graham Kelly?
I am very conservative and believe in treating all people alike and in providing personal, one on one service and advice. My over 15 years experience combined with my high ethical standards and wide array of investments, financial services, and freedom of choices available at Canaccord enables me to find the ideal solution for my clients no matter what their needs.
Specialized Services and Advice for Seniors
As a Certified Seniors Advisor I have been trained to provide specialized advice and services to seniors resulting in a customized solution which takes in consideration my clients current and ever changing Social, Health, and Financial needs.
Investment Management
I believe in a comprehensive planning process that begins with a complete review of my client's lifestyle and financial situation. After doing an analysis to determine their risk profile and return targets, a strategy and portfolio changes (if necessary) are made based on Social Health and Financial Needs. "Core" investments emphasize quality with a safe predictable income stream. "Explore" investments and other opportunities uniquely available at Canaccord are selectively chosen to enhance return. Where desired, I quarterback the screening, selection and ongoing due diligence of a Professional Investment Manager.
Core Values
- To be ethical, and to conduct all activities with honesty and integrity.
- To provide personal, one on one, communication and service.
- To be dedicated and committed and show how much I care about my client's personal, lifestyle, and financial needs.
- To conduct my business to the highest standard possible.
- To keep all business dealings strictly confidential.
- To make people satisfied and ensure they feel no pressure in anything we do.
- To inform and educate my clients through invitations to seminars with Industry Analysts and Specialists.
Mission Statement
"I am very conservative with strong moral values. I am easy going and I believe in personalized, one on one service with all people being treated equal. I work hard to find the best solution for my clients no matter what their needs, and I am very selective with my investment choices. I'm loyal and I get great satisfaction that through good times and bad, my clients have stayed with me."