Tyler G.

Experience

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  TD

  Sept 2010 - May 2012

  Financial Service Representative

  Day to day banking, loans, lines of credit, mortgages, mutual funds, estates

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  Franken Graham Wealth Management Group

  Jun 2012 - Feb 2024

  As a formed partnership, The Franken Graham Wealth Management Group assists individuals, families and institutions to build, manage, protect and transition their wealth. Tyler is a Wealth Advisor for:*Business Owners*Professionals*Farmers *Athletes *Retirees By using tools such as Financial Planning, Investment Strategies, and Estate Planning, he tries to get his clients' individual needs and wants from point A to B as efficiently as possible. A complimentary second opinion is always available. Show less RBC Dominion Securities services are designed for clients who have reached the stage where their financial affairs have become increasingly complex and they require professional assistance managing their investment assets. The starting point for achieving your investment goals is a personalized strategy. Several important factors will be considered in the creation of your strategy – such as your personal investment goals, how long you have to invest, and your attitudes toward risk. Based on this, we will recommend guidelines for making investment decisions – including security selection and asset mix criteria. Over time, your plan will evolve to keep pace with your changing needs and will be adjusted to reflect current market conditions. Show less

  • Investment Advisor

    Aug 2015 - Feb 2024

  • Associate Investment Advisor

    Jun 2012 - Aug 2015
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  RBC Wealth Management

  Feb 2018 - now

  As a formed partnership, The Scrimgeour & Graham Wealth Management Group assists individuals, families and institutions to build, manage, protect and transition their wealth. Tyler is a Wealth Advisor for:*Business Owners*Professionals*Farmers *Athletes *Retirees By using tools such as Financial Planning, Investment Strategies, and Estate Planning, he tries to get his clients' individual needs and wants from point A to B as efficiently as possible. A complimentary second opinion is always available. Show less

  • Senior Portfolio Manager

    Nov 2023 - now

  • Portfolio Manager/Investment Advisor- Scrimgeour & Graham Wealth Management Group

    Feb 2018 - Feb 2024