Our Team | Balanced Wealth Management

Our Team

Lance Graham, CFP

Certified Financial Planner

Lance’s interest in the financial industry started early and with the establishment of Balanced Wealth Management in 2010, he has the platform to provide clients with a wide range of customized solutions. With over 15 years of experience, he remains dedicated to the success of his clients.

Together with his wife Amanda, they enjoy traveling, camping at the lake and spending time with friends and family. Their children, Ariana & Walker keep them busy with a long list of activities.

Lance looks forward to assisting clients identify what their financial goals are and then implementing a plan to help them reach them.

Shelley Laboucane

Executive Assistant

Shelley joined Balanced Wealth Management in 2018 to oversee the administrative details of day to day operations. With over 20 years of experience in the financial & insurance industry, her focus is to ensure clients receive quick, professional and friendly service. Client needs are her priority.

Outside of the office, Shelley, along with her husband, Dan, enjoy spending time puttering in their yard and will soon be tending to some feathered friends as they add in some backyard chickens.

Jayne Kazi-Tani

Administrator

With 10 years of experience in the insurance industry, Jayne joined the Balanced Wealth team in 2021. Jayne focuses on assisting our insurance clientele with their service needs.

When not in the office, Jayne can be found traveling around Alberta and often in the mountains. Her love of nature and everything Alberta offers can be found in her photography.