Ron Graham is president of Ron Graham & Associates Ltd., a fee-only financial planning firm. Ron provides independent and objective financial advice to individuals and financial planning workshops to groups.
Ron received his Bachelor of Commerce degree from the University of Alberta in 1979 and went on to earn the designations of Chartered Accountant, Registered Financial Planner and Certified Financial Planner. Upon completing two years of public practice, concentrating on small business and personal tax, Ron moved into the top financial position in owner-managed small businesses for five years.
For over 30 years, Ron has devoted his experience and expertise to the area of personal finance.His ability to use practical and straightforward approaches to problem solving has resulted in long-term benefits for his clients and seminar participants.
Ron has presented adult education seminars since 1986. He as presented one-hour, two-hour, half-day, one-day, two-day and three-day workshops to all three levels of government, as well asmany well-known corporations. Ron has also taught 13 three-hour sessions of Certified FinancialPlanner courses at Grant MacEwan Community College (now known as MacEwan University).
During his financial planning career, Ron has been associated with a national trust company, an international pension and benefits consulting firm and a national fee only financial planning firm.
Ron is a Past Chair of the Canadian Association of Financial Planner (now Advocis), past president of the Canadian Association of Financial Planners (Alberta) and was a director of the Financial Planners Standards Council (now CFP-Canada). Ron is also a member of the Alberta and Canadian Institutes of Chartered Professional Accountants and the Institute of Advanced Financial Planners.