Patrick Wilson

Your interests come first

Take comfort in knowing that we place your interests before our own. All investments are based on your best interests and we do not receive trailers or fees from third parties.

You know what you pay for

You pay a fee based on the value of your investments which is disclosed on your statement. This ensures our interests are aligned and you are kept informed of your investment performance over both the short and long term.

You have a blueprint for the future

You want to grow your wealth and we want to help you. Work towards your goals with a sophisticated roadmap that considers your personal investment, taxes, estate, legacy and insurance needs.

You’re in good hands

You entrust us with a tremendous responsibility – one we take very seriously. Our institutional approach to investing, robust portfolio management framework and formal oversight ensure that your portfolio is managed to high standards of ethics and professionalism.

We structure portfolios to maximize returns consistent with your personal risk tolerance and minimize risk through proper diversification, quality of investments and dividends.

You deserve 100% attention

You want freedom to focus on what’s really important to you and the confidence of knowing that your Investment Counsellor is always available to help and keep you informed.

Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.

Patrick Wilson, CFA, MBA

Investment Counsellor

604-665-0187

Email me

604-319-3099 | LinkedIn

As an Investment Counsellor with RBC PH&N Investment Counsel, Patrick provides comprehensive wealth management services for high-net-worth families, trusts and not-for-profit organizations.

Patrick keeps his client base small so to ensure frequent communication and a consistent hands-on service offering. He prides himself on building trusting long-term relationships with his clients and their families to clearly understand their financial situation, investment objectives and any relevant unique circumstances.

Working closely with our in-house team of tax, legal, estate and insurance specialists helps Patrick ensure that insightful and integrated wealth strategies are in place. Together with his team, he takes time to understand what matters to his clients in order to design customized investment portfolios to help them meet their short-and long-term goals, as well as plan for a tax-efficient generational wealth transfer.

Patrick has been in the financial business since 2006. Prior to joining the firm, he spent a decade as a Senior Partner at an independent investment manager in Vancouver, where he ran the daily operations of the firm’s equity portfolio and worked closely with a broad client base of high-net worth families.

He earned his Master of Business Administration in Finance and Strategic Management (MBA) from the University of British Columbia and his Bachelor of Science in Computer Science from the University of Victoria. He also holds the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations and is a member of both the CFA Institute and the CFA Society of Vancouver.

Actively involved in his community, Patrick is a long-time committee organizer with the Lions Gate Hospital Foundation and member of the NEXT Leaders Council in support of the Business Council of BC. He was born and raised in North Vancouver where he currently lives with his wife and two boys. Patrick appreciates the outdoor lifestyle that Vancouver affords and on weekends can often be found skiing, golfing or hiking with the family.