Tel: 519-886-3464
Fax: 519-747-2236

Address

BMO Nesbitt Burns
20 Erb St W
3rd Floor
Waterloo, ON
N2L 1T2
Map

Contact Us

Meet Our Team

James Carrique
Senior Investment & Wealth Advisor

Tel: 519-886-1141
Fax: 519-747-2236
Toll Free: 1-800-265-6148
Email:james.carrique@nbpcd.com        
James’s career as an investment professional has spanned over 30 years. He is a Senior Investment and Wealth Advisor servicing clients out of the Waterloo office of BMO Nesbitt Burns.
He holds the designation of Personal Financial Planner (PFP) and is a graduate of Bishop’s University. He continues to take a keen interest in professional development by attending national conferences and seminars.
To help accumulate, manage and preserve personal wealth, James provides a full range of wealth management services. Be it investment strategies, financial planning, banking services, philanthropy or legacy planning.  With our in-house specialists and access to the expert resources within BMO Wealth Management, he has the services and resources you need to reach your financial goals. He offers timely, relevant, high quality investment advice.

Mark Graham
Senior Investment & Wealth Advisor

Tel: 519-886-3464
Fax: 519-747-2236
Toll Free: 1-800-265-6148
Email: mark.graham@nbpcd.com
Mark has worked in the investment industry for 30 years. Prior to joining BMO Nesbitt Burns in 2008,  Mark specialized in financial planning with BMO Bank of Montreal.He prides himself on building long lasting relationships with his clients and their families. 
He brings a depth and breadth of knowledge surrounding the ever changing market atmosphere and provides specialized solutions for clients with complex wealth management needs.

Mark and his wife live in Kitchener. When he is not hard at work in the office, Mark enjoys golf, hockey and travelling.

 

Gretta Batista 
Administrative Assistant

Tel: 519-886-6382
Fax: 519-747-2236
Toll Free: 1-800-265-6148
Email: gretta.batista@nbpcd.com
Gretta joined BMO Nesbitt Burns in 1987. She is dedicated to providing the highest level of administrative and organizational services to our clients. With the most friendly smile and welcoming professionalism Gretta is able to assist with any questions regarding client accounts.

Gretta and her husband live in Kitchener. She enjoys spending time with her family and grandchildren.