SLIDE 1
Meet the Specialists
Clients
Zenon Zemluk
- Serves as the estate and insurance
planning specialist to Graham Wealth Advisory and has his Certified Financial Planner and Certified Health Specialist designations
- He has extensive experience with
group benefit insurance and can
- ffer clients access to the
Chamber of Commerce Health Plan
Richard Lefrancois
- Offers tax preparation
services to clients of Graham Wealth Advisory
- He has over 25 years of
experience in the financial services industry and has always focused on completing personal tax returns for clients
Janine Davis
- Is the executive director of the
Raymond James Canada Foundation
- Clients of GWA have access to
Janine’s extensive charitable experience as well as have access to the Raymond James donor advised funds
Tammy Wandzura, Mortgage Broker AMP Lic #315782
TMG The Mortgage Group
- Offers mortgage services to clients of
Graham Wealth Advisory
- Tammy offers the very best rates and
services on the market
- GWA clients will receive *up to