Vice President, Portfolio Manager
Graves Financial Advisory Group | CIBC Private Wealth Management
Dennis is a proud wealth management professional with over 30 years of experience. He is a team leader and head Portfolio Manager of the Graves Financial Advisory Group at CIBC Private Wealth Management. The team represents the second and third generations in the Graves family to be immersed in the wealth management industry. It run and exclusively Advisor Managed Account practice built around Dennis investment knowledge and philosophy. The team heavily integrates all aspects of financial planning in their approach to wealth management and decisions regarding their clients' unique circumstances.
Since starting his career in wealth management, in addition to being a full-time advisor,Dennis has held roles including; Division Manager, Sales Manager, and Branch Manager. He opened a mutual fund dealership in 1997 which he then sold to a national firm in 2003. Along his professional journey Dennis never stopped working directly with his clients because that is his favorite part of what he does.
Dennis graduated with a Bachelor of Commerce degree from Dalhousie University in Halifax in 1984. In 1986, he entered the financial services industry and began developing his practice. He obtained the Chartered Financial Planner (CFP) designation in 1989 and in the years following, continued expanding his knowledge in all aspects of wealth management, i.e. taxation, investment, estate, insurance. In 2012, Dennis earned his Chartered Investment Manager (CIM) designation. Shortly thereafter, he became a Portfolio Manager. All education perfectly creates the foundation for which his approach to wealth management was built on.
Dennis and his wife Lana have been happily married since 1990. Lana, a retired pharmacist, is enjoying her second career in counselling. They have two children, Jonathan and Andrea. Jonathan graduated from Mount Allison University with a Bachelor of Commerce degree in 2015 and began working with Dennis later in the same year. He and his wife Hailey have recently welcomed their first child, Avery, into the family. Since graduating with a Bachelor of Science in Kinesiology from Dalhousie University in 2018. Andrea has been studying towards her Doctorate of Naturopathic Medicine (2022) at the Canadian College of Naturopathic Medicine in Toronto.
Dennis has a passion for macroeconomics, the stock market, financial planning and portfolio management. On the weekends when not reading up on all the latest pertinent financial news you can find him at the pool swimming laps, hope for a walk with his wife, skiing in the winters or visiting with friends and family.