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About Us

As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.

Lance Graham

Certified Financial Planner

Lance started his path toward financial management early: purchasing his first RSP at 19, buying his first house at 22 and formally entering the industry at the age of 28. Now 10 years in, Lance’s talent for smart, customized, adaptable, well-informed planning has become the proven route to success for every client under his care.

Originally from Williams Lake, British Columbia, Lance moved to Calgary in 2004. After completing a diploma in Financial Planning from Mount Royal University, he went on to gain his Certified Financial Planner designation in 2010 and launch Balanced Wealth Management. As the realization of his life-long interest in finance, Balanced Wealth Management gives Lance the ability to offer clients a full range of customized solutions — and all the peace-of-mind that goes with it.

Like investing, Lance knows life is a marathon and not a sprint. Together with his incredible wife Amanda and amazing daughter Ariana, his life has been blessed with plenty of travel, lots of laughs, good friends and a close family. Ready for any challenge, Lance looks forward to helping clients achieve their financial goals and dreams by protecting assets and building wealth.