Graham Roy CIM®
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 joined Affinity Securities in May, 2010. He currently oversees the day to day operations for the business while continuing to manage his clients as well. Previously he worked for BNY Mellon as a manager, specializing in Employee Stock award programs and shareholder relations. His background of office management and US equities exposure help him to bring different views and opinions to Affinity Financial Group and have helped build the foundation of values we strive to achieve each day.
He is a member of the Nova Scotia District Council for IIROC (Investment Industry Regulatory of Canada). He is also an avid sailor and volunteers his time within this community as well. In addition he enjoys hockey, skiing, golf, salmon fishing and anything else on the water!
Graham and his wife, Janet, are proud parents to their two sons, Brayden and William.
You can call Graham at (902)377-8002
Thomas Cook B.Sc, CFP
Thomas specializes in working with business owners, families, as well as individuals in designing investment portfolio strategies and wealth management plans. He, along with the team at Affinity Securities offer integrated planning solutions that accomplish goals across all aspects of a wealth management strategy.
Thomas began his career as an advisor in 2008 with a large Canadian financial planning firm. He feels the investing and wealth management landscape is ever changing and it is important to create personalized solutions that meet the needs of each individual client. Furthermore, it is essential to continuously to review these strategies in order to better meet a client’s objectives and build a relationship based on trust and accountability.
Thomas has accomplished the internationally recognized Certified Financial Planner (CFP) designation and is in good standing with the Financial Planning Standards Council (FPSC).
You can call Thomas at (902)377-8003
Shawn Keel CFA, CFP
Investment Advisor, Derivitives Specialist
Shawn joined Affinity Securities in January 2011 bringing more than 14 years of experience in wealth management and financial planning to his role. Shawn’s experience includes a senior position within the investment management and planning services division of a major Canadian Insurance company as well as two major Canadian banks.
Shawn has earned his Bachelor of Commerce degree in Finance and Economics from Saint Mary’s University. A commitment to education, Shawn has earned his Canadian Investment Manager designation in 2002, Chartered Financial Analyst designation in 2006, Certified Financial Planner designation in 2007 and Financial Management Advisor in 2008. Shawn maintains active membership in the CFA Institute, the Financial Planners Standards Council and The Association for Accountants and Financial Professionals in Business.
Shawn provides investment strategies that are continually reviewed to reflect changes in the client circumstances and to maintain the appropriate balance between income and growth needs. As a derivatives specialist he is able to use options to manage risk and still have potential for growth. The investment process includes the design of an investment policy statement, monitoring and adjustment of portfolio mix to ensure the clients desired goals are attained. With Shawn’s experience and his access to a team of experts, he is able to meet his client’s diverse needs.
You can call Shawn at (902) 476-5335
Ben Rivard CPA, CA
Please check back soon as this page is being updated.
You can call Ben at (902)293-1550
Investments are provided through Worldsource Securities Inc., Member of the Canadian Investor Protection Fund, Member of the Investment Industry Regulatory Organization of Canada and sponsoring investment dealer of Affinity Securities.
You can check the registration status of your Advisor at IIROC AdvisorReport
* Tax advice, risk management and other advisory services including insurance solutions are provided as part of a comprehensive financial plan through Affinity Financial Group Please visit www.affinityfg.com for further information.