Patrick entered the financial industry in 2011 after returning from a six-month teaching trip in London, England. As a certified teacher with a keen interest in finance, Patrick was inspired to combine his skill sets. Once landed back in Canada he quickly began his journey to becoming a Financial Advisor–it was a natural fit!
Patrick began by performing personal tax returns and obtaining his mortgage license in 2011. This was quickly followed by the Canadian Securities Course in 2012, Life Insurance license in 2014, and a Certificate in Advanced Mutual Funds Advice in 2016. Since 2012, Patrick’s main focus has been holistic financial advice for his clients–considering all aspects of their financial picture. From retirement and education savings to tax and estate planning, Patrick assists individuals in making calculated steps towards their financial goals. And he does so in a friendly and common-sense manner that is easy to understand–he is a teacher after all!
Patrick holds an Honours BA in Social Justice & Peace Studies and Political Science from Western University, a Bachelor of Education (U of T), and is currently working towards the coveted Certified Financial Planner (CFP) designation.
When not at the office, Patrick is spending time with his wonderful wife Rita and their children. He has the travel bug and also enjoys skiing, scuba diving, and learning new hobbies.
339 Wellington Road, Suite 235
London, ON, N6C 5Z9
P: (519) 914-5778
F: (519) 914-1234
Harmonize Your Finances
Our team of professionals works on all areas of your financial picture, under one roof. By harmonizing your finances, we are able to uncover opportunities that others simply cannot.
Brokers access the best products and rates from Canada’s largest banks. We get their best offerings the first time, so you can stop negotiating.
Insurance is assurance. Our insurance brokers have access to Canada’s top insurers–giving you the choice and price you deserve.