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Patrick Graham

Investment Advisor & Financial Planner
BMO Nesbitt Burns

Tel: 613-267-4772
Fax: 613-267-4960
Toll Free: 1800-558-4696

Patrick Graham

Address
67 Brock Street
Kingston, ON
K7L 1R8
Map

Contact Me

Mission Statement

Your success is my success. I realize that your finances are as important to you as my family's are to me. With a deep understanding of your financial situation, I will provide you with personalized financial advice that will help you achieve your goals and objectives.

Background

For over a decade, I have been providing financial advice to business owners, professionals and retirees living primarily in Perth, Smiths Falls, Westport and the surrounding area. My experience as a business owner, a Certified Financial Planner and in various management roles at BMO Financial Group give me a unique perspective on the challenges that investors have faced over time, and those they face today.

What I Do

I am often asked "So what is it you do exactly?" or "What types of clients do you work with?" I do my best work with:
  • Experienced investors who are frustrated about where to put their money to generate after-tax returns

  • Business owners who are struggling to find time to analyse the market

  • Couples and individuals who are paralysed by all the options available to them in the market today
My work focuses on finding ways to help my clients reduce or eliminate the challenges they face and at the same time move closer to their chosen quality of life. My clients find comfort in the objective, structured and disciplined approach we take in achieving this together.

About Our Team

Patrick Graham
Investment Advisor and Financial Planner

613 267 4772
patrick.graham@nbpcd.com
www.patrickgraham.ca

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® or CFP professional, has his Financial Management Advisor (FMA) designation, is a Fellow of the Canadian Securities Institute (FCSI) and has his Canadian Investment Manager (CIM) designation. Patrick and his wife Krista live right here in Perth, are involved in the local sports, arts, and theatre communities and have two wonderful boys.

Amy, Crawford
Administrative Assistant

613-267-2347
amy.crawford@nbpcd.com

Before joining the team in April 2013 Amy worked for more than 6 years with BMO Financial Group as an Assistant Branch Manager and a Customer Services Representative in the Perth and Westport Branches. Amy focuses on client service, scheduling and all administrative matters regarding client accounts.

Phil Comtois
Estate and Insurance Advisor

Phil has been working with BMO Nesbitt Burns since 1998. He works with Patrick to review a broad range of financial issues important to every client. He works in the disciplines of estate and insurance planning, protection for business partners and charitable giving

A Word of Thanks

I would like to thank all the clients who have referred friends or colleagues to me. My business practice continues to grow primarily through these referrals and your trust in the way we work together is truly appreciated.