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Ron is President of Ron Graham & Associates Ltd., a fee only Financial Planning firm. Ron provides independent and objective Financial Planning advice to individuals and group Financial Planning workshops. He does not sell any financial products.
Born and raised in Edmonton, Ron received his Bachelor of Commerce degree from the University of Alberta 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 nearly twenty years now, Ron has devoted his experience and expertise to the area of personal financial planning. His ability to use practical and straight-forward approaches to problem solving has resulted in long term benefits for his clients.
Ron has presented adult education seminars since 1986. In the last three years, Ron has made over 150 presentations. He has presented one hour, two hour, half day, one day, two day and three day workshops to all three levels of government employees as well as many well known corporations. Ron has also taught Certified Financial Planner courses at Grant McEwan Community College (thirteen three-hour sessions).
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-President of the Canadian Association of Financial Planners, Past-President of the Canadian Association of Financial Planners (Alberta) and a former Director of the Financial Planners Standards Council. Ron is also a member of the Alberta and Canadian Institutes of Chartered Accountants, and the Estate Planning Council of Edmonton.
Tax Planning, Retirement Planning, Investments, Wills & Estates
100% Fee, Financial Advice only, No product sales
Copyright 2025 I.A.F.P.All Rights Reserved
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