bmonesbittburns.com | bmo.com
Personal Investing
Sign in
To enable all the features of this site, the scripting must be enabled in your browser.

 

Brett  Graham, FMA, FCSI

Investment Advisor

 

 Need more information?

Complete this online form.

 

 

 Contact Information

Address

Princeton Tower Scotia Centre Mall 123 2nd Avenue

Suite 306

Saskatoon, Saskatchewan

S7K 7E6

Phone

(306) 343-3691

Toll-Free

1800 667-2633

Fax

(306) 653-7227

E-mail

Brett Graham

 
--- Sat, 21 Nov 2009 01:26 EST --- BMO Nesbitt Burns Canadian and U.S. Top Picks ---     CP,T  52.77  0.44      MFC,T  18.96  0.01      PWF,T  27.58  0.13      SU,T  38.07  -0.18      TD,T  67.30  -0.51      CAE,T  8.43  -0.26      IAG,T  28.91  0.30      NA,T  62.61  0.59      THI,T  31.21  -0.32      YLO.UN,T  5.35  -0.01      RIM,T  63.66  0.95      COS.UN,T  29.55  -0.64      ECA,T  56.40  -0.27      HSE,T  28.15  -0.04      NXY,T  26.04  -0.57      TLM,T  18.58  0.02      ABX,T  47.00  -0.32      GNA,T  8.83  0.13      S,T  7.00  0.10      TCK.B,T  37.02  -0.06      AAPL,X  199.92  -0.59      ADM,X  31.62  0.05      AMP,X  37.57  -0.23      BA,X  51.70  0.27      CAT,X  57.95  -0.66      CSCO,X  23.46  -0.22      CVS,X  31.64  0.56      DIS,X  30.01  -0.20      EL,X  47.86  0.25      GE,X  15.59  -0.17      HAL,X  29.88  -0.56      MAT,X  20.01  -0.22      MCK,X  63.12  0.07      MOO,X  42.66  0.12      NDAQ,X  18.97  -0.33      NOK,X  13.33  -0.28      ORCL,X  22.34  -0.05      PEP,X  62.08  0.20      UPS,X  57.51  0.35      WYE,X  0.00  0.00 
Education:
B. A. Economics, U of S
B. Comm, U of S

Specialties:
Wealth Management
Investment Portfolio Advisory
Retirement Planning
Tax Minimization Strategies
Estate and Trust Planning
Insurance Services

My Commitment To You

As a full service wealth management advisor, I strive to provide comprehensive financial solutions that are conservative and disciplined by nature to individuals, families and businesses. My goal is to provide my clients with steady, long term capital growth and a good night's sleep.

My Investment Philosophy

  • Simplicity

  • Conservative, disciplined approach

  • Invest in securities specific to your risk profile

  • Get to know you and understand what your priorities and goals are first; only then can I offer solutions that are right for you

  • Develop a plan and follow it; but be adaptive to changing conditions in the market and your situation

  • Aim for a steady, long term return without incurring unnecessary risk, rather than a rollercoaster ride

  • Cost and tax minimization are top priorities

  • Time in the market is more important than timing the market

  • Use longer term benchmarks to compare your portfolio with; short term volatility does not define success nor failure. Investing is a marathon, not a 100 yard dash.

  • Market corrections or pullbacks often provide attractive entry points for long term success

Reasons To Work With Me

  • I want to build a relationship first, rather than push a product that may not be right for you

  • Expert knowledge of all products and services

  • I offer comprehensive wealth management solutions; in other words, I provide investment, retirement, estate, insurance and tax planning services

  • I make myself readily available for ALL my clients

  • Regular performance reporting and personal contact

  • I can serve as a liaison between you and other professional advisors

  • If I can't provide an answer to a question or provide a specific service, I'll find the answer or bring in a specialist who can

  • Our research department has been ranked #1 in Canada for 26 consecutive years1

  • Fast and efficient follow up

  • Strong belief in continued education to increase knowledge and upgrade skills

What I Do As An Investment Advisor
  • I help define what your financial goals are and how your individual situation can be modified to ensure that you are happy, worry-free and prosperous

  • I act as a liaison between your emotions and your investment decisions

  • I handle all of the complicated issues pertaining to your finances that clients often worry about


The Services I Provide
  • Investment & Portfolio Advisory

    • BMO Nesbitt Burns is a full service investment firm, allowing my clients to purchase a full range of assets

    This allows me to provide my clients with an individually tailored portfolio that best suits their financial plan objectives

    Whether I purchase assets on an individual basis or make use of a professional money manager; diversification, cost minimization and net return maximization are our priorities

  • Retirement Planning

    • I offer a thorough, fully customizable retirement planning service to all my clients which I can update annually or whenever circumstances change

  • Tax Planning

    • I specialize in RRSPS and Flow-Through Limited Partnerships, which can be used to help minimize your taxable income

  • Estate Planning

    • I provide estate and trust advisory services to my clients that are planning for future generations

  • Insurance Services

    • Our office expert, Chris Judd, has nearly 2 decades of experience incorporating insurance products into wealth management plans


A Word of Thanks

I would like to thank my clients who have referred friends or colleagues to me in the past. My business continues to grow primarily through referrals so your continued trust in the way we work together is very much appreciated.




 

All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.

** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
 Get a Quote
 Symbol
   Symbol Search
 Select an Exchange
   
Market Watch
Last Updated
November 21, 2009 01:26 EST
  Last Change
 TSX Comp  11,579.33  -20.97
 S&P/TSX 60  688.99  -1.59
 DJIA  10,318.16  -14.28
 S&P 500  1,091.38  -3.52
 NASDAQ  2,146.04  -10.78
 Nikkei 225  9,497.68  -51.79
 TSX Vent  1,408.06  7.12
 Hang Seng  22,455.84  -187.32
 $CAD  93.4800  -0.5400
 London Gold  1,140.00  4.50
 WTI Oil Spot  76.72  -0.74
Source: SunGard PowerData

   I understand by accessing this website I agree to the following terms and conditions.                                                Printer-friendly
privacy | legal | security | member CIPF | member IIROC | disclaimers