Investment Advisor (Ph.D., CIM)
PHILOSOPHY
"A successful general first wins, and then engages in battle; a losing general first engages in battle, and then hopes to win." SUN TZU
Preparation is everything. Events that seem chaotic can become comprehensible, if not predictable, from the perspective afforded by experience and knowledge. The proper role of the investment advisor, then, is to bring experience and knowledge to bear on the financial markets and to make informed investment recommendations.
Delwin Graham, Ph.D., CIM, has both the intellectual habit of looking at the "big picture" for an investment and the training to understand the function of that security within an entire portfolio. He has earned a doctorate in Philosophy from the University of Ottawa, and holds the Canadian Investment Management (CIM) designation from the Canadian Securities Institute. Delwin has been an advisor with Canaccord Capital since 2000.
SERVICE
Delwin's service begins with an understanding of the unique personal circumstances of his client, but also includes knowledge about the requirements of the portfolio and the general conditions of the market. Such a comprehensive approach serves to ensure the preservation of capital, while at the same time allowing for income and capital growth in accordance with certain, pre-calculated levels of risk. His investment horizon is typically long-term, as is his outlook for client relationships. Trust and mutual respect are the cornerstones of his practice.
As an investment advisor with Canaccord Capital, Delwin provides a full range of investments and investment services, including:
- Canadian and U.S. Equities
- Government and Corporate Bonds
- Canada Savings Bonds
- Tax-Advantaged Investments
- Mutual Funds
- Insurance*
- Registered Retirement Savings Plans (RRSPs)
- Registered Retirement Income Funds (RRIFs)
- Registered Education Savings Plans (RESPs)
- Private Placements and Initial Public Offerings (IPOs)
Delwin publishes a monthly newsletter on opportunities in the market called "The View from Here." Please contact him at delwin_graham@canacccord.com for a copy.
*Available through Canaccord Financial Services Ltd., affiliated with Canaccord Capital Corp.