As a Portfolio Manager & Wealth Advisor at RBC Dominion Securities, I provide individually tailored portfolio management and comprehensive wealth management for business owners, executives and professionals. My knowledgeable team and I clarify individual needs, establish specific goals and bring together the solutions to meet the set goals.
We work with clients we trust and who share the same business principles. Our clients are loyal and are looking to maintain a long-term business relationship.
Patrick is a Fellow of the Canadian Securities Institute – FCSI. According to the Canadian Securities Institute, the FCSI is the highest honor and most senior credential in Canadian financial services. It is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.
Private Investment Management - The Freedom to Live the Life You Want
I believe that time is the most valuable commodity of all. By working with my team and me, you can focus on building a successful career or business, pursuing your personal interests or enjoying your retirement lifestyle.
As a Chartered Investment Manager and licensed Portfolio Manager, I can offer you the ability to delegate the management of your financial affairs with confidence and to someone you can trust. This allows me to make important day-to-day decisions on your behalf and manage all aspects of your investment portfolio.
Private Investment Management is RBC Dominion Securities’ premium level of discretionary wealth management and you can be confident that your portfolio will be managed according to the highest standards.