Profile
“Our mission is simple: we empower financial planners to spend more time building trust, deepening client relationships, and growing their business”
Chris Arthur, Bold Wealth
In November of 2024, Graham Ferguson and his partners re-branded their practice under the banner Sunnidale Family Wealth. At the same time, their team moved away from the traditional bank channels in order to provide unbiased and independent advice to the families they serve.
Graham has a passion for assisting families with planning for retirement, transitioning their family businesses, philanthropic giving, and developing cash-flow strategies. He is the financial planning lead for his practice and assists families with the development and implementation of longer-term planning strategies.
As an associate portfolio manager, Graham ties in financial planning with investment management to help clients meet their objectives. With a proven track record of providing comprehensive yet straightforward advice, he has earned the trust of many of the area’s most successful families and professionals.
Born and raised in Barrie, Graham is passionate about serving his community both professionally and as a volunteer. He is involved with a number of local volunteer organizations, service clubs, and boards. In his spare time, he often reads, enjoys the outdoors, and stays active by hiking, lifting weights, and playing a number of sports.
55 Mulcaster St. Suite 302, Barrie, ON L4M0J4
705 532 9814
graham.ferguson@wellington-altus.ca
linkedin.com/in/grahamferguson-
sunnidalefamilywealth.ca
Graham Ferguson
Wealth Advisor and Associate Portfolio Manager
Sunnidale Family Wealth of Wellington-Altus Private Wealth
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“Whether I’m in a strategy session or a hiring meeting, I try to lead with understanding. Financial planners are under immense pressure, and so are our internal teams. The best way to earn trust is to truly listen”
Chris Arthur,
Bold Wealth
2019–2021
2021–2022
2022–2024
2024–Present
2021–Present
Earned MBA and worked as an associate at RBC Dominion Securities
2019–2021
Joined Dionne & Associates Wealth Management as an investment advisor at BMO Nesbitt Burns
Earned his options and life insurance licenses
2021–2022
Earned his Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Chartered Investment
Manager (CIM) designations en route to becoming an associate portfolio manager
2022–2024
Joined partnership and rebranded as Sunnidale Family Wealth; transitioned his practice to Wellington-Altus Private Wealth
2024–Present
Founder and CEO at Bold Wealth Partners
2021–Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
