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Patrick Graham


30 Gore Street
Perth, ON K7H1H5



My Background

Since 1999, 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® professional 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. I will provide you with personalized financial advice that will help you achieve your goals and objectives.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.