As a Portfolio Manager & Wealth Advisor at RBC Dominion Securities, I provide individually tailored portfolio management and comprehensive wealth management for business owners, executives and professionals. My knowledgeable team and I clarify individual needs, establish specific goals and bring together the solutions to meet the set goals.
Patrick is a Fellow of the Canadian Securities Institute – FCSI. According to the Canadian Securities Institute, the FCSI is the highest honor and most senior credential in Canadian financial services. It is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.
Who We Help
What sets us apart
The size, strength and stability of RBC Wealth Management has made us a leader, not only in Canada, but around the world. We are one of the world’s top five wealth managers. However, it is our personalized approach that sets us apart. We work with clients we trust and who share the same business principles. Our clients are loyal and are looking to maintain a long-term business relationship.
We work closely with our extended family of RBC professionals in tax, estate planning, insurance, banking and portfolio advisory to implement a comprehensive plan that will help you and your family achieve all of your financial goals.