Patrick joined BMO Financial Group in 1996. He has enjoyed a variety of management roles within BMO and in 2006 began his practice at BMO Nesbitt Burns. Patrick is a CERTIFIED FINANCIAL PLANNER® (CFP) and has his Chartered Investment Manager (CIM) designation. At the office Patrick is focussed on helping corporate and personal clients succeed financially. With community in mind Patrick has been a board member of The Rotary Club of Perth, The Perth and District Community Foundation, Perth FireDawgs, and Perth Ribfest and has supported countless other local causes financially. Away from the office he appreciates finding time to hone his skills as a musician and a chef. Patrick, his wife Krista and their boys Jamie and John live right here in Perth.
Derrick has been in the investment industry since 2001, and joined BMO Nesbitt Burns as an Investment Advisor in 2014. Before starting at BMO Nesbitt Burns, Derrick spent two years as a Financial Planning Consultant with a bank owned firm, five years as a Private Banking Advisor with a Canadian chartered bank and has six years of experience working as a personal Financial Advisor.
As an Investment Advisor, Derrick is committed to professional development and education. He is a CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Investment Manager (CIM) and Financial Management Advisor (FMA) designations. Derrick also has a Bachelor of Commerce degree from Laurentian University. Away from the office, Derrick is an avid curler, outdoorsman and aspiring amateur chef.
Amy joined BMO financial group in 2007 working in customer service where she continued to learn and expand her knowledge and skills.
In 2013 Amy joined BMO Nesbitt Burns working as an administrative assistant to Patrick Graham and in her never ending desire to give the best customer service experience, completed the Canadian Securities Course making Amy a licensed sales assistant.
Amy enjoys travel, playing soccer and enjoying each and every day.
Donna was welcomed into BMO Nesbitt Burns in 2021. She has extensive experience in administrative and client services. Having worked in the medical field she brings a unique perspective that enhances our services and communications.
Donna raised her three successful daughters in Ottawa before choosing Perth as her permanent home. Her long list of interests include entertaining friends and family, antiquing, home décor and design and taking her camera on walks.