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Contact Us

Mark Graham
Rick Brenneman
Alexandra (Alex) Adach

Fax: 519-886-3376
Toll Free: 800-265-6148
Tel: 519-886-3464

Address
20 Erb St W
3rd Floor
Waterloo, ON
N2L 1T2
Map

Our Reputation

What My Clients Are Saying.....

'Mark has my total confidence in guiding and managing my financial situation. He provides advice and guidance based on knowledge and current trends, but more importantly, will always recognize my own personal needs. I would recommend Mark to anyone who is looking for financial planning advice!'

CH, Nurse Practitioner, Kitchener

'I recently transferred my investments to Mark and I am very happy with him and would recommend him. He always takes the time to answer my questions. I am very happy to deal with him!'

LR, Semi-Retired, Kitchener

'I have known Mark for 8 years now, and he is always candid with his advice and stands by his word. I would have no hesitation in recommending Mark to anyone that requires financial guidance!'

MB, Account Executive, Kitchener

'Not having an active role in my investments, I have no doubt that Mark has the knowledge, integrity and commitment to lead my investments in a direction that suits my needs and would recommend him to any one!'

MJC, Business Owner, Kitchener

'Mark is very helpful with advice on our investments. He is current on what is going on in the investment markets. We feel very confident that Mark has our best interests in mind when investing our money!'

GN & DN, Business Owners, Kitchener