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Mark Graham
Rick Brenneman
Alexandra (Alex) Adach

Tel: 519-886-3464
Toll Free: 800-265-6148
Fax: 519-747-2236

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

Meet our Team

Mark Graham
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.
 

Rick Brenneman
Investment Advisor

Tel: 519-886-1536
Fax: 519-747-2236
Toll Free: 1-800-265-6148

Email: rick.brenneman@nbpcd.com
 

Rick Brenneman started his career in financial services in 1999 with Manulife Financial working with Manulife Securities International. In 2003, Rick joined CIBC Wood Gundy as a Financial Associate and then as an Associate Investment Advisor. After 15 years with CIBC Wood Gundy, Rick has joined BMO Nesbit Burns as an Investment Advisor.  Rick takes pride in working with clients and assisting them in achieving  their financial goals and dreams. He enjoys working closely with clients and getting to know them. He takes pride in doing what is right for his clients, with the utmost honesty and integrity.

Rick is married and lives in Waterloo with his wife Kelly and their two children, Jake & Ally.  He enjoys playing hockey, golf & slo-pitch. Rick also loves to travel and is a dedicated father watching his daughter’s dance company at their many competitions.
 

Alexandra (Alex) Adach
Sales Assistant

Tel: 519-886-7223
Fax: 519-747-2236
Toll Free: 1-800-265-6148

Email: alexandra.adach@nbpcd.com
 

Alex has been with BMO since 2010. She joined our team from BMO Private Banking in January of 2018. Alex strives to provide exceptional client experience and helps to keep the office and portfolio running smoothly.

Alex is married with two children. She enjoys arts and theatre, playing tennis and spending time with her family.