Patrick in the News - Published Financial Articles

The Farmer's Pension Plan - Fall 2016
Comfortable Investment Plans - March 2016
Clean, Dry, Comfortable Portfolios - B.C. Holstein News - Spring 2014
Now The Farmer is the Bank! - B.C. Holstein News - Winter 2014
Investing in the Fall of 2013.  A Change is in the Air - B.C. Holstein News - Fall 2013
Fifty and Kids - Now What? - B.C. Holstein News - Spring 2013
Mom and Dad's Dividend - A Way to Help Your Children - B.C. Holstein News - Winter 2013
Teaching Children to Manage Their Money - B.C. Holstein News - Fall 2012
Make Your Retirement a Success - Part One - B.C. Holstein News - Winter 2012
Make Your Retirement a Success - Part Two - B.C. Holstein News - Spring 2012
What Does the Turmoil in World Financial Markets Mean to Dairy Farms in BC? - B.C. Holstein News - Fall 2011
To Be or Not to Be...an Estate Executor - B.C. Holstein News - Winter 2011
Cottage Succession Planning - B.C. Holstein News - Christmas 2010
 
 
Client Note
January 2019
Christmas 2018
Fall 2018
Summer 2018
Fall 2017
Summer 2017
Spring 2017
Winter 2017
 
 
Month in Review