Cameron Graham Cfp, Clu, Chs

Cameron Graham has a diverse work experience in the financial industry. Cameron started their career at RBC Insurance as a Sales Support Representative from October 2008 to February 2011. Cameron then moved on to TD Waterhouse, where they worked as an Estate Planning Advisor Associate from February 2011 to October 2013.

Cameron joined PPI in November 2013 as a Business Development Manager, providing sales and marketing support to insurance and financial advisors in Southern Alberta and Saskatchewan. Cameron later became the Director of Sales from September 2019 to January 2023. Currently, they hold the position of Regional Assistant Vice President, Sales at PPI, leading the Calgary Sales Team and driving growth in Southern Alberta and Saskatchewan. Cameron'sresponsibilities include assisting independent financial advisors in maximizing their business opportunities, improving their prospecting strategy, and ensuring compliance processes.

Cameron Graham, CFP, CLU, CHS, began their education at The University of Lethbridge from 2003 to 2008, where they pursued a Bachelor of Arts (B.A.) degree in English Literature / Education. In 2017, they attended The Institute for Advanced Financial Education, completing a Chartered Life Underwriter (CLU) program. In 2015, Cameron acquired the Certified Financial Planner (CFP) designation from the Financial Planning Standards Council. Furthermore, in the same year, they also obtained the FPSC Level 1 Certificate from the Financial Planning Standards Council. Lastly, in 2013 and 2014, they undertook a program at CCH / The Institute, earning the CHS designation.