Patricia Ng is a Senior Financial Professional with over 30 years of experience working alongside high-net worth clients. Her career began in 1991 at Capital Markets and has since acquired her CFP (Certified Financial Planner), FCSI (Fellow of the Canadian Securities Institute), FMA (Financial Management Advisor), and CIM (Canadian Investment Manager) designations. Not only can Patricia provide advice on securities such as stocks and bonds, but she is also licensed to advice on Insurance and Options products.
Patricia takes time understanding your unique situation and goals. Whether you are looking to invest for growth, income or wealth protection, Patricia creates custom-designed investment portfolio that is right for you. With her team wealth management approach, she provides expert advice and services to address your family's financial, tax, retirement and estate planning needs. She keeps you well informed and tracks your progress in your annual financial plan.
Patricia has been happily married to her husband for 29 years and together they have two wonderful children. Her daughter is a recent graduate of Queen's University, and her son is attending high school at Vancouver College. In her spare time, Patricia is an active member of the community where she lives. She has been teaching financial literacy under the Junior Achievement of BC at her son's high school. Currently, she is also the Chair of VC Venture, a program with a focus to inspire Vancouver College students to explore new career opportunities.