Patrick Graham

Patrick Graham, MBA, CIM has over 15 years of experience in the financial industry. Patrick began their career at AIC Group of Funds as an Internal Wholesaler from December 2005 to December 2007. Patrick then joined Fidelity Investments as a District Sales Manager in Alliance Distribution from January 2008 to January 2011. Currently, they work at Franklin Templeton as a Vice President of Regional Sales since January 2011. In this role, they are responsible for executing a field distribution strategy, building relationships within the MFDA and IIROC channels, collaborating with the inside sales team, and developing training materials. Patrick Graham has been recognized with the Wealth Professionals Award for Wholesaler of the Year in 2022.

Patrick Graham holds a Master of Business Administration (M.B.A.) degree in Finance from the University of Leicester, completed in 2005. Patrick also holds a Masters Certificate in Sales Leadership from the Schulich School of Business at York University, completed in 2015. Additionally, they have earned the Fellow of the Canadian Securities Institute (FCSI) designation in Investments and Securities in 2002, as well as the Chartered Investment Manager (CIM) designation in Investment Management in the same year, both from the Canadian Securities Institute.