67 Brock Street
30 Gore Street East
On the advice of my bank relationship manager, I started working with Patrick Graham in 2007. It was once of the best pieces of advice I’ve ever been given.
Patrick gives exemplary service and results. He proactively provides valuable financial information to keep me up-to date and this knowledge helps me be an informed client when we meet and discuss portfolio strategy and updates. Patrick gives freely of his time to ensure I’m comfortable with these important decisions. He sees me as an individual with my own goals and has me on the road to attaining them. I feel my financial well-being is in my hands with expert guidance from a knowledgeable caring professional. The results that Patrick has achieved have exceeded my expectations. Janice Reid, Perth, Ontario
'Patrick has looked after our investments since 2006 and has done so in a very professional manner. His explanations regarding investment terms are very understandable and he has gone to great lengths to ensure our knowledge of our investments. I sat in on meetings that my wife had regarding her investments and I was very impressed with Patrick, as a result transferred my investments over to BMO Nesbitt Burns. Patrick is very personable and obviously has our best interests in mind. I would highly recommend Patrick and Nesbitt Burns for investment purposes.'
Fred Parks, Holly Peckett, Perth, Ontario
'As a lawyer in a tight-knit community, it is imperative that I keep my clients' best interest at the forefront of everything I do. When I have a client that would benefit from the services of another professional, I look for the same client centered approach that I offer in my practice. It is imperative that my clients receive quality advice and efficient service. I have had the opportunity of working with Patrick on a number of occasions and I have been very impressed with the value that he brings to his clients. He takes the time to understand all aspects of each client's situation and makes well researched and valuable recommendations. I particularly like the fact that Patrick lives and works right here in Perth and is building long lasting relationships with his clients and in the community. I think that the most compelling endorsement that I can give another professional is this: I trust Patrick with my clients.'
Craig Halpenny, Barker Willson Professional Corporation
'We have been clients of Patrick Graham during boom and bust economic times. When we first approached Patrick we were skeptical about financial professionals, being disappointed in the past with others. We laid out our expectations and concerns and Patrick listened. He did not pressure us to become clients rather we entered a partnership with Patrick in achieving our financial and retirement life style goals.
In a professional manner Patrick outlined what he could do for us, mapping out a plan to attain the goals we set in concert. We are pleased to indicate that Patrick has excelled in his performance, meeting and exceeding our expectations.
From day one Patrick has communicated with us - providing advice directly and adding to our education with the resources of professionals from other disciplines - Accountants, Lawyers and Investment Fund Managers.
Through the recent turmoil of the current economic down turn he was there to comfort, counsel, strategize and continues to do so. An initial strategy which Patrick recommended early in our partnership proved to be a great insurance plan in hind sight, but his success did not stop there. He continues to develop strategies which have led to financial gains inspite of the overall market being down.
Bottom-line, we are extremely pleased with Patrick's service and professionalism, we feel at ease and confident that we are on the road to meeting our goals and are pleased to recommend Patrick Graham as a Financial Planner/Advisor. Thank you Patrick it is a pleasure working with you.'
Update - Although we have endorsed you as a professional investment manager in the past, we wish to acknowledge how much we value your continued service over the recent economic times. We are very pleased with our portfolio performance. Your advice, counsel and guidance as we ventured into early retirement was very comforting. We look forward to continuing a great partnership. Many thanks
Brian and Jacki Ferguson, Perth, Ontario
"I really appreciate Patrick’s approach to managing his clients’ investments. He took the time to get to know what was important to me, and made sure that his recommendations reflected that. I trust Patrick with my money, and I would recommend him to anyone needing solid, personalized investment advice. "
E. Reid, Client for more than a decade
"I would like to take this opportunity to thank you for helping me better understand my business and personal financial portfolios. Your ability to make sense of my concerns, wrap them up in a neat little folder and place my future in front of me has made a huge difference; not only in my business but also my personal life.
Planning for our future has always been a concern and your approach and level of professionalism has allowed me to see ‘the light at the end of the tunnel’. …
Entrepreneurs are a breed of their own, and finding someone like you to understand how we tend to "think outside the box’ is very rare. You are an asset to the financial world and it should be a requirement for all new and existing business owners to find time to meet with you”
Michael Dwyer, Perth, Ontario
'I have worked with Patrick Graham as my Investment Advisor with BMO Nesbitt Burns since 2006. He has a warm yet professional manner when working with his clients. Patrick is also community minded and is an active member in Perth.
Patrick‘s knowledge and competence are clearly displayed in his daily work. From answering questions in an easy-to-understand manner to his regularly scheduled appointments with me, I feel quite confident he has my best interest in mind. Patrick took the time to get to know my goals and interests which assisted him in guiding me towards choices that suit my needs and comfort level in investing. Patrick has always been available to speak with me and keeps me informed of upcoming presentation which could increase our knowledge in money management.
I look forward to continuing to work with Patrick and thank him for his dedication and assistance.'
Monica Dando, Perth, Ontario
'We appreciate the knowledge and professionalism with which you approach your handling of our investments. Since beginning to work with you a number of years ago we have been comfortable that our portfolio is in the hands of a competent professional who is concerned that we do well. Your attention to detail, periodic calls to discuss the climate of the market and your willingness to take the time to help us make good decisions has been much appreciated.'
Jim and Debi Weldon, Westport, Ontario
Patrick gives exemplary service and results. He proactively provides valuable financial information to keep me up-to date and this knowledge helps me be an informed client when we meet and discuss portfolio strategy and updates. Patrick gives freely of his time to ensure I’m comfortable with these important decisions. He sees me as an individual with my own goals and has me on the road to attaining them. I feel my financial well-being is in my hands with expert guidance from a knowledgeable caring professional. The results that Patrick has achieved have exceeded my expectations.
Janice Reid, Perth, Ontario