Senior Financial professional with FCSI, FMA and CFP designations and over 25 years of investment and financial planning experience. Proven expertise in managing a select group of high net-worth clients’ evolving financial situations and counsels them on the most appropriate strategy needed to achieve their financial goals. Able to assimilate and summarize current fundamental and technical news to meet clients’ needs. Motivated and goal-oriented with a track record of seizing opportunities early to improve results. Specialties: work with a team of experts to provide clients with financial, insurance, tax and estate solutions.
During her spare time, Patricia enjoys exercising, reading and spending time with her family and her two children (a daughter studying in 2nd year at Queen’s University in Kingston, Ontario and a 12 years old son in Grade 7 at Vancouver College). She is also very passionate about teaching and volunteering. She can be seen volunteering for Junior Achievements of BC or at local schools for fund raising events.