Tel: 519-886-3100
Toll Free: 800-265-6148
Fax: 519-747-2236

Address

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

Contact Us

What our clients say about us

I am very happy with your service. It is great to work with a financial advisor team that is truly interested in their client needs, circumstances and preferences. You have the passion, the knowledge and interest in achieving the best for us. Thank you for all these years of service, looking forwards to many more.
GP – North York, ON

My over ten years experience with Mark & his assistant Alex have been nothing but outstanding, I can put my trust in my financial affairs with someone who continues to have my personal interests at heart.
DR – Kitchener, ON

James is an excellent listener and responsive to our wishes and concerns. We always feel confident that the decisions we make together will ensure peace of mind and financial rewards
CR & KW – Cambridge, ON

I have been very happy with Mark Graham and his associates (especially Alex Adach) over the many years I have dealt with them. Mark, Alex and team have always exceeded my expectations not only in the performance of my investments but in the day to day interactions. They continue to impress me as I get to my financial goals and I would recommend them to anyone and often do to my closest friends and family.
TN – Kitchener, ON

Mark is wonderful, he is so prompt at returning calls…. he’s on it! The success he has accomplished for me is exciting, I trust him completely Would highly recommend Mark
MS – Kitchener, ON

James has looked after my portfolio for 30+ years. He has always looked after me well and is a pleasure to be with.
- Anonymous

Mark Graham provided us with life changing wealth management advice and services that allowed us to make our money work for us now while building a strong portfolio for retirement.
JB - Kitchener, ON

I am very pleased with the service provided. They are quick to return calls as well as provide solutions to any and all questions I have. In short, a partnership/relationship that is mutually beneficial for the long term.
- Anonymous