Chalten Fee-Only Advisors Ltd. | Investment Management & Financial Planning

Chalten Fee-Only Advisors Ltd. is a fee-only financial planning and investment management firm based in Vancouver. The founders are Alexa and Graham Bodel, a married couple with extensive global experience and knowledge of the finance and investment industry.

Mission

Our mission is to provide professionals and their families with the confidence to pursue what they desire in life.

Team

Graham Bodel CFA
graham@chaltenadvisors.com

Raised in Vancouver, Graham Bodel is the Chief Compliance Officer and Co-Founder of Chalten Fee-Only Advisors Ltd. and has been working in the investment industry since 1997.

Prior to founding Chalten he was a Managing Director at Credit Suisse, working in New York and London, UK, with many of the world’s largest fund managers to help them generate investment ideas and improve their investment process. Before Credit Suisse, Graham worked at PricewaterhouseCoopers (PWC) in its Valuation & Strategy Group, working with corporate clients and institutional investors on valuation, transaction and strategic issues. Prior to PWC he worked in London, UK, and Hong Kong at CPS Alcar, a boutique corporate advisory firm.

Graham holds a Bachelor of Arts in Economics and Political Science from McGill University, MSC in International Securities, Investment and Banking from the ICMA Centre (now part of Henley Business School) and MBA from the London Business School. He also holds the Chartered Financial Analyst® (CFA) designation. Graham is registered in BC and Alberta as a Portfolio Manager. A Portfolio Manager is required by law to act in their client’s best interest as a fiduciary.

When not helping people take control of their financial lives he enjoys spending time with his two children, cooking, traveling, skiing, coaching soccer, golfing and paddle boarding.