Jeffrey J. Graham, B.Comm, CFP®, CLU®
Jeff has been involved in the financial services industry in various capacities since 2011, prior to founding First Oak Financial Inc.. He graduated from Thompson Rivers University with a Bachelor of Commerce degree, majoring in Marketing Management. Early in his career, Jeff was named Freshman of the Year by the Managing General Agency (MGA) in which he is contracted with. Jeff holds both the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations.
Jeff is involved with various groups & associations, such as the Financial Planning Standards Council, Advocis, Vancouver Young Professionals Rotaract Chapter, Tri-Cities Chamber of Commerce, and the Port Moody Foundation.
Jeff can be reached at 604-761-7543 or firstname.lastname@example.org.
First Oak Financial Inc. is a full-service financial planning firm based out of Port Moody, BC, serving clients throughout the province. We provide holistic financial planning services for individuals, families, and businesses. We are a team of insurance, investment, retirement and estate planning specialists. As independent brokers, we have access to the top financial products in the marketplace.
At First Oak, we work closely with our clients to identify needs, objectives and opportunities, subsequently implementing a course of action that checks all the boxes. The end result is financial security & prosperity, both in the immediate future and down the road.
The Oak tree is symbolic of what First Oak Financial strives to provide for our valued clients: Growth, Stability, and Durability. We pride ourselves on providing sound, impartial financial advice, complete confidentiality and, above all else, putting the needs of the client First.