Our Services

Professional & Experienced

Christina Graham has 22 years of experience in creating custom tailored financial planning strategies that promote your unique objectives and goals in life.
Personal Planning

Cash Flow Management
    • Debt Reduction Strategies

Wealth Management
    • Portfolio Assessment
    • RESP
    • RRSP
    • TFSA (Tax Free Savings Account)
    • Guaranteed Products
    • Registered & Non-Registered Investments
    • Mutual Funds

Risk Management
    • Life Insurance
    • Disability Insurance
    • Critical Illness Insurance
    • Long Term Care Insurance
    • Individual Health Plans
    • Income Protection
    • Travel Insurance

Retirement Income Planning
    • Product Allocation
    • RRIF & LIF
    • GIC's
    • Annuities
    • Segregated Funds
    • Income Generated Segregated Funds

Business Planning

Cash Flow Management
    • Debt Reduction Strategies

Wealth Management
    • Corporate Investment Accounts
    • Group RRSP
    • Executive Pensions (IPPS)
    • Deferred Profit Plans
    • Small Business Solutions Planning

Risk Management
    • Buy/Sell Funding
    • Key Person Insurance
    • Group Health/Disability & Life Insurance
    • Business Overhead Insurance Protection
    • Business Continuation Including
      Critical Illness & Disability Insurance
    • Business Loan Protection

Charitable Giving

Estate Planning/Next Generation Succession (Personal & Business Related)

Contact Christina Graham to schedule your financial planning consultation.
Christina Graham Financial Services, Ontario, Burlington Christina Graham Financial Services, Ontario, Burlington 

Insurance products are offered through PEAK Insurance Services Inc. 
Mutual funds are sold through PEAK Investment Services Inc. 
All other products and services are provided through Christina Graham Financial Services.
PEAK Financial Group Disclaimers