Putting you first with a team approach

To ensure that your unique financial position is accurately addressed, you will have access to specialists in areas of personal finance that extend beyond investment advice. By doing so, a complete Wealth Management Appoach can be applied to your portfolio, helping you maximize and protect your returns over time.

Wealth Management Specialist

Each specialist will pull from their own unique experiences and knowledge to help you meet your financial needs and goals. Whether you are planning for retirement, creating a legacy, or managing a business, they can put together a comprehensive plan that will work for you.

The Patel Advisory Group
 

Parvez Patel

Investment Advisor

519-747-9475 | Email me
519-747-1808
1-800-265-8720

With 20 years of financial industry experience, Parvez is an exceptional leader who passionately provides professional guidance and one-on-one investment and Wealth Management advice.

Parvez’s extensive understanding of the industry’s complexities stems from his breadth of experience and in-depth research and analysis of investments and market conditions. His goal oriented, pragmatic approach blends your financial situation, retirement goals and risk tolerance into customized strategies to help you attain your personal financial targets.

Parvez is committed to always being at the forefront of learning and development within the industry by continuously seeking education opportunities. He has already achieved several advanced certification including a Bachelor of Science from the University of Waterloo, Professional Financial Planning (PFP), Financial Management Advisor (FMA) and most recently Chartered Investment Manager (CIM).

With CIM certification, Parvez is excited to offer an elite discretionary investment service though the Private Investment Management program. The program allows Parvez to perform day-to-day investment decisions on your behalf according to your customized Investment Policy Statement. Knowing that your assets are managed according to the highest standards will allow you to focus on other priorities in your life.

Parvez is a lifetime resident of Waterloo Region who is devoted to his wife and two children, and stays connected to a number of volunteer organizations within the community.

Jaimie Briscoe

Associate

519-747-7887 | Email me

Jaimie has been energetically involved in the financial industry since 2001 after graduating from Humber College with a diploma in Business Management – Financial Services. His passion for providing excellent client service has helped him build strong client relationships throughout his career.

As a Registered Representative, Jaimie assists Parvez in monitoring and rebalancing portfolios to maintain consistency and risk with personal financial goals and Investment Policy Statements. He is your point of contact for tax information, insurance policy administration and specialized account administration such as Estates, Trusts and RESPs.

His “above and beyond” approach to client service is complimented by his dedication to continued education. After graduating with his diploma, Jaimie has also completed the Investment Funds in Canada course (IFIC), Life License Qualification Program (LLQP), Canadian Securities Course (CSC), and Wealth Management Essentials course (WME).

Jaimie is not only dedicated to work, but loves spending time with his family. His wife and three kids enjoy travelling to their cottage to enjoy time at the lake.

Olivia Richards

Assistant

519-747-3463 | Email me