Patrick Maloney, CPA, CA, CIM

Vice-President & Portfolio Manager

604-257-7028 | Email me

Patrick obtained his C.A. in Toronto where he worked with Touche Ross & Co. (now, Deloitte) from 1981 to 1987.  He spent several years practicing personal and corporate taxation; during which time he completed the C.I.C.A. in depth tax program.
 
In 1987, Patrick moved to Vancouver to become manager of taxation for Pemberton Securities Inc. (now, RBC Dominion Securities Inc.)  He was involved in evaluating investment opportunities and developing strategies to maximize after-tax returns for senior equity traders and investment advisors.
 
From 1989 to 1991, Patrick worked on a contract-basis providing taxation, corporate finance, and accounting advice to corporate and individual clients.  During this period he directed the investment strategies for a $25 – 30 million short term money market portfolio, and managed $17 million per month of foreign exchange trading for Crestbrook Forest Industries Ltd.  He also negotiated with financial institutions on lines of credit and loan covenants for CFI and a private real estate developer.  Since 1991, Patrick has been an Investment Advisor at RBC Dominion Securities.  Patrick has degrees from the University of Western Ontario,  the University of Windsor, and the Universite de Lyon, France.

An avid skier and sailor, Patrick has served as a Big Brother and is a former member of the Board of Trustees for the Vancouver Academy of Music.  Patrick was an active volunteer in Whistler for the Vancouver 2010 Olympics, and continues to volunteer in Alpine Skiing events.

Lindsey Manchester, CIM

Associate Advisor

778-328-8868 | Email me

Lindsey joined RBC Dominion Securities in March 2011. She graduated from UBC with a double Major in Art History and International Relations, and has since attained the CIM designation and her insurance license.

Lindsey assists Patrick with portfolio management, business development and coordinating the team’s comprehensive approach to wealth management. Should you have any questions or concerns about the financial planning, tax strategy or will and estate consulting resources available to you through our team, please do not hesitate to contact her.

Melissa Kanazawa

Associate

604-257-2490 | Email me

Melissa graduated from the University of Toronto with an Honours Bachelor of Arts degree, majoring in Economics. She started her career with RBC in 2016, and made the transition to Dominion Securities in the fall of 2017.

Melissa assists with all areas of account administration including documentation, cash management and responding to client queries and requests. She will also be your key contact while Lindsey takes some time away for maternity leave.

Our Specialists

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Anna-Marie Lyons, MBA, CFP

Financial Planning Specialist


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Melissa Nagelbach, LL.B

Will & Estate Consultant