Patricia has over 25 years of experience in financial services and joined RBC Dominion Securities in 2011. She started her advising career at MD Management where she has specialized in financial planning for physicians and their family members. Since joining RBC Dominion Securities, Patricia’s clientele includes high net worth health care professionals, esteemed members of the Public Service of Canada, athletes, retirees and business owners, among others.
She is a licensed life insurance agent, a Certified Financial Planner (CFP), a Senior Portfolio Manager (CIM), and holds the charter of Fellow of the Canadian Securities Institute (FCSI). Patricia graduated from the University of Ottawa with a Bachelor of Science degree in biology, and is fully bilingual.
Patricia believes that every client’s portfolio must be supported by a financial plan. She works with her clients’ accountants and lawyers to ensure that every detail in the plan is fully established, monitored and implemented. She has been fortunate to have had long working relationships with some families for over 20 years.
In her personal time, Patricia volunteers with various charitable organizations and supports many of them, such as the Ottawa Hospital, the Royal Ottawa, the Humane Society of Ottawa and the Shepherds of Good Hope.
Patricia enjoys travelling and spending time at the family cottage with her spouse, Paul, and her two children, Natasha and Alex. Understanding the importance of mental and physical health, Patricia works with a personal trainer and makes time for preserving her mental health. During the pandemic, Patricia gained an appreciation for the art of gardening and dog training, however she is looking forward to hiring a gardener and dog trainer as we return to work.