Kris Graham - Financial Representative

06/10/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

06/08/2026

Getting a raise is certainly something to celebrate but how you spend this money can impact your financial health. Here are a few tips to help you manage more money in a way that’s both productive and protective.

There are a lot of things you can do with a pay raise, but how you spend this money can impact your financial health. 

06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

We focus on a planning process rather than just a product, built on a "philosophy of care" relationship. By coordinating financial decisions, we help clients move from confusion to confidence—aligning their goals with strategic guidance while working alongside their existing representative.

06/04/2026

What does a healthy relationship with money look like? The Guardian Study of Financial and Emotional ConfidenceTM has answers – and insight on financial role models.

Insurance isn’t always top of mind, but it can help protect you and give you confidence, so you can focus on your life.

06/03/2026

Most financial plans focus on growth and stop there. I take a different approach. I'm a Registered Representative who works with small business owners, families, and individuals to build strategies that protect the foundation first — because the best investment plan in the world can be undone by a single event you didn't see coming. My process is simple and deliberate: we protect what matters, optimize how your money flows, and then build an investment strategy designed to last. The goal is a plan that can weather what life sends your way.

06/03/2026

Feeling like your spending is out of control? Take a short break from non-essential expenses to reset your habits. Cutting back temporarily can reveal where you overspend and free up cash for savings or retirement. You might be surprised how quickly.

Temporarily cutting back on spending can help assess where you’re overspending.

06/01/2026

The beans brewed for your morning coffee may have changed hands many times.

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

05/28/2026

Single parents face unique stresses that can take a toll on their well-being, and financial health can suffer the most. Here are five small steps that can be taken to make big strides toward improving your overall well-being.

Learn 5 steps to take to improve your finances and overall well-being as a single parent.

05/27/2026

Becoming a parent is exciting, but having kids is expensive and the costs continue to rise. Here’s how you can start by planning for your financial future now

Having kids is expensive. Here are 6 steps you can take to plan for your family’s financial future now

05/25/2026

From credit cards to mortgages, most of us go into debt for the lifestyle we want. Here are 8 ways to help manage debt wisely to avoid overextending yourself.

8 ways to help manage debt wisely to avoid overextending yourself.