Patrick began working in wealth management in 2005 while completing his commerce degree. Patrick joined RBC Dominion Securities in 2009 from a leading independent firm to gain access to the highly sophisticated team of financial experts available at RBC Dominion Securities. This team includes research analysts, economists, will & estate planners, insurance consultants, and tax specialists.
Patrick believes that discipline and continuing education is the cornerstone of successful wealth management. Patrick is committed to providing the highest level of discipline in the management of his client’s wealth. He creates and implements a personalized strategy for each of his clients in order to meet their individual goals and objectives.
Since Patrick believes proper investment advice begins with proper planning he became a Certified Financial Planner (CFP) to better understand families’ needs and provide advice.
When not working, Patrick dedicates his time to his family and sports. You can usually find him on a field or court coaching one of his sons' soccer or basketball teams.
