Mark Graham

Address

20 Erb Street West
Waterloo, ON N2L 1T2

Languages

English

My Background

I have been in the investment industry for over 25 years. Prior to joining BMO Nesbitt Burns, I was a Financial Planner with BMO Bank of Montreal. Working directly with BMO Bank of Montreal partners I have been serving clients diverse range of financial needs for many years. During that time, I have successfully weathered many market cycles. By understanding each of my clients, I work through important matters relating to retirement and financial planning, estate and wealth transfer, philanthropy, insurance and even business succession. I help my clients work towards achieving their life goals.

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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.

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