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Senior Portfolio Manager & Wealth Advisor
Patrick is a Senior Wealth Advisor with nearly two decades of experience in the financial industry. He leads a team of exceptional wealth planning professionals in tax, financial planning, estate planning, insurance, and farm transition to encompass all the financial needs of his clientele.
Patrick has combined two careers – veterinary medicine and now nearly 20 years as a preventative medicine oriented wealth manager. He understands the demands, challenges, and opportunities associated with farms, medical practices, and business ownership. This unique perspective allows him to provide sound, straightforward advice to help clients overcome complexity, live comfortably, and concentrate on their priorities.
Patrick earned a doctorate with distinction from the Western College of Veterinary Medicine (WCVM) in 1987 and retired from active practice in 2004. His focus was on preventative medicine, offering a complete dairy herd health service. That interest in preventing, rather than treating disease, has significantly influenced his financial practice.
In addition to his veterinary and wealth management expertise, Patrick was the CEO of a technology firm, leveraging his leadership, strategic planning, communication skills, and growth mindset.
His extensive travels in Asia, Australia, Europe, and North America fuel his strong interest in global environmental, political, economic, and social developments. Patrick uses these personal experiences and continuous study in his disciplined investing approach. He also holds the Financial Management Advisor (FMA) and Chartered Investment Manager (CIM) designations.
An active community member, Patrick is a Rotarian with the Meadow Ridge Rotary Club and was awarded a Paul Harris Fellowship in 2007 for his work on ShelterBox – a worldwide relief program that provides temporary tent housing in disaster-afflicted regions. His later work in polio eradication was recognized with a second Paul Harris Fellowship. Patrick also supports the local hospital and, through the annual Rotary Duck Race, a wide range of local youth and senior activities.
Throughout each client’s financial journey, Patrick keeps in close contact with them, providing benefits that go much further than the traditional investment advisor offering. He provides support for business planning and negotiation, referrals to specialists in his network as needed, and consultative support for the next generation who are making their start in the world.
Associate Advisor
Tom’s investment career took root at RBC Brewin Dolphin in 2016 in the UK, where he developed his investment strategy and analysis skills on the Portfolio Management team. Upon moving to Canada, Tom worked as a Financial Services Representative at a regional credit union.
In 2022, Tom rejoined RBC, where he spent 18 months as a Financial Advisor in downtown Vancouver, helping clients reach their goals through banking, investments, and lending. He then transitioned to Patrick’s team at RBC Dominion Securities in 2023, drawing on his financial knowledge and ability to tailor solutions aligned with each client’s needs.
To complement his experience and better serve clients, Tom obtained the Personal Financial Planner (PFP) and Chartered Investment Manager (CIM) designations. He holds a Finance and Investment Management degree from Newcastle Business School, where he was awarded Dean’s List Honours.
Originally from northeast England, Tom relocated to British Columbia in 2019. As a passionate mountain biker and snowboarder, his Canadian journey began in Whistler, where he could pursue his passions while continuing his career. Although he now calls the lower mainland home, you will still find Tom and his partner, Sally, spending their weekends in the mountains.
Senior Associate
In 2024, Celine celebrated 25 years with RBC Dominion Securities, over 15 of them as an Associate. A strong desire to help people drew her to a career in the financial services industry. As a licensed Associate, Celine ensures that the team maintains a high level of client service and efficiency in handling our day-to-day operations.
Prior to joining Patrick’s team in 2011, she was an Associate at the New Westminster branch of RBC Dominion Securities. Throughout her career, she has enjoyed building relationships with clients and celebrating each milestone they achieve.
Her experience and expertise mean our clients can confidently approach Celine with all their account inquiries. In addition, she works collaboratively with Patrick, Tom, and Brooklyn while helping clients access the appropriate wealth management resources available to them.
An advocate for ongoing education, Celine has completed industry coursework through the Canadian Securities Institute, including the Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), and Wealth Management Essentials (WME).
Associate
Brooklyn joined Patrick’s team at RBC Dominion Securities in 2020 after earning her Bachelor of Business Administration with Distinction in Finance from BCIT. Since then, she has been an integral part of the team, assisting her colleagues and working with Celine to provide an exceptional client service experience.
As an Associate, Brooklyn oversees account openings, executes trades, handles client requests and prepares client documentation promptly, thoughtfully, and efficiently. She applies her affinity for numbers, strategic thinking and problem-solving skills to benefit those around her.
What Brooklyn appreciates most about her role is the connection she builds with clients, which makes her work even more meaningful. In return, clients appreciate her positive attitude and knowledgeable advice.
Outside of the office, Brooklyn spends quality time with her spouse, Tristan, and enjoys painting, drawing, reading, and golfing.
