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Charlotte Graham

I entered the financial world as a bookkeeper for a firm in Orangeville.   After losing a family member and experiencing first hand the trials  and tribulations of settling an estate with no plan in place, I went to school to get my Life Insurance and Investment Licence.   

When I started working with different clients, I discovered there was a gap in my education - I could assist with debt retirement plans, traditional investments and final expense planning, but I couldn't help clients with mortgage advice.   Shortly after completing my Mortgage Agents course I was introduced to CORE Advisory.   Using the S.A.F.E.Series, I found a place for all of my skills and a process that educated and empowered my clients to succeed and enjoy a confident future.

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