ABOUT PATRICK

I work closely with and help educate young professionals and families on the importance of making smart financial decisions.

I help with the protection of assets, planning for future needs and establishing financial goals. By educating my clients on financial choices available to them, I am able to build a personalized plan that caters to their needs. With the holistic plan, my clients can stay on track with their goals, review current situations, and identify gaps to solidify their financial posture.

I make a difference in peoples lives by giving them more time to spend with their family and on themselves. I am here to help them answer questions, capitalize on investment opportunities and ensure they have the correct protection in place to be prepared for what life throws their way.

I grew up in Brampton and currently live in Etobicoke. I have played sports my entire life with a passion for hockey and lacrosse. In my spare time, I coach youth hockey and continue to play lacrosse at the senior level.

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    EXPERIENCE. TRUSTED ADVISORS TO ACCOMPLISHED ENTREPRENEURS.
    EXPERIENCE. TRUSTED ADVISORS TO ACCOMPLISHED ENTREPRENEURS.