90 Lovett Lake Court, Suite 301 Halifax, Nova Scotia, B3S 0H6
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Graham Roy CIM®
Portfolio Manager
Graham is a Portfolio Manager with Affinity Financial Group. Graham specializes in creating solutions for his clients by incorporating numerous strategies to achieve their goals. Every client is different, so each one requires a different approach. Whether it is planning to buy a first home, saving for a child’s education or ensuring you can enjoy retirement the way you wish you need a plan. He can provide clarity to your questions and help you along the way.
Graham got his start in the industry working for BNY Mellon as a manager, specializing in employee stock award programs and shareholder relations. He worked with numerous corporations to help implement these inventive programs for their employees.
In 2010 he made the change to retail investing and joined Affinity Financial Group. His role was to build on current relationships and manage the investments for their clients. In 2017 Graham became a Principal of Affinity Financial Group and have continued to build the same foundation of a client first approach.
In 2020 Graham completed his CIM designation, allowing him to become a Portfolio Manager. This holds him to a higher standard and solidifies his responsibility to his clients to ensure their interests are always put first.
He is a member of the Nova Scotia District Council for CIRO (Canadian Investment Regulatory Organization). He is also an avid sailor and volunteers his time as a board member at the Royal Nova Scotia Yacht Squadron and helped organize the 2019, 2021 and 2023 Marblehead to Halifax Ocean Race.
With the rest of his spare time, he and his wife Janet are at rinks, gyms and baseball fields supporting their two boys, Brayden and William, love for sports.
You can call Graham at (902) 377-8002