Combining experience, insight, and empathy to cultivate your wealth

 

As a former veterinarian with nearly 20 years of financial industry experience, Patrick understands the ongoing demands of farms, medical practices, and entrepreneurship. This unique perspective allows him to provide strategic insight and integrated solutions to help you overcome complexity, live comfortably, and concentrate on your priorities.

Alongside a dedicated team of advisors and administrators, Patrick delivers a level of wealth management often described as a family office. By creating and implementing an all-encompassing, tailored plan, they give you the freedom to pursue your interests while ensuring your financial peace of mind.

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Our team

We pride ourselves on attentive client service, backed by industry experience and credentials.

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Our partners

Our RBC network includes accomplished specialists in various facets of wealth management.

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Client resources

See informative video content, top guides, and relevant how-tos from RBC.

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Ready to get started?

 

The first step is a conversation

Contact us today