Your success is our success. We realize that your finances are as important to you as our family's are to us. With a deep understanding of your financial situation, we will provide you with personalized financial advice that will help you achieve your goals. We believe effective personal wealth management comes from establishing and maintaining long-term client relationships that are focused on individual needs. Your needs are the focus of what we do. Our team is structured to provide expertise in many areas, and we have developed working relationships with specialists in accounting, legal, insurance and estate planning. As part of BMO Nesbitt Burns, Canada' leading full-service investment firm, The Graham-Dixon Group has the resources and expertise necessary to manage significant assets in the sophisticated manner required by today's complicated financial landscape.
We would like to thank all the clients who have referred friends or colleagues to us. Our business practice continues to grow primarily through these refrrals and your trust in the way we work is truly appreciated.
Our main office location is 30 Gore Street East in Perth, Ontario. We also work with clients at our Bank of Montreal branches in Smiths Falls and Westport.
Derrick Dixon, CFP, CIM