Ron Graham, C.P.A., CA, R.F.P., CFP®

Ron Graham, CPA, CA, RFP, CFP®, brings over three decades of expertise in personal finance, delivering independent and objective financial advice to individuals and conducting insightful financial planning workshops for diverse groups.

Ron earned his B.Comm degree from the University of Alberta. His career began in public practice, specializing in small business and personal tax, followed by senior financial roles in owner-managed small businesses. He has a breadth of experience from his work with national trust company, an international pension and benefits consulting firm, and a national fee-only financial planning firm.

A dedicated educator, Ron has facilitated adult education seminars and workshops throughout his career, ranging from one-hour sessions to multi-day programs. He has shared his knowledge with government agencies, corporations, and educational institutions, including teaching CFP® courses at Grant MacEwan.

Ron has made significant contributions to the financial planning profession, serving as Chair of the Advocis, President of the Canadian Association of Financial Planners, and as a director of CFP Canada. He is a member of the Alberta and Canadian Institutes of Chartered Professional Accountants, and the Institute of Advanced Financial Planners.