At Patrick Buscar Wealth Management, we work with business owners, pre-retirees and retirees across Burlington and the Greater Toronto Area who want a clearer understanding of their financial future. We take the time to understand what matters to you, explain your options and bring the different parts of your financial life together.
Our team specializes in investment planning, retirement planning, tax and estate planning, business succession strategies and charitable giving. We look at how these areas influence one another, so the decisions you make today support your life now, your plans for retirement and what you hope to pass on.
We work with clients who have achieved success and built meaningful wealth. Our role is to help define clear strategies that support financial well-being, reduce tax burdens, and ensure they can take care of what matters most.
You want to understand when you can retire, how your savings and pensions will support you, and what you can spend while leaving room for family and the unexpected.
We connect your retirement income, tax and estate planning so you can see how your decisions fit together. Through regular conversations, we adjust your plan as your life and priorities change.
Your business plays a significant role in your life. You want it to support you today while building value for retirement or an eventual transition.
We bring your business and personal finances into one picture, working with your accountant and legal professionals where appropriate. Whether you are growing the business or preparing to step away, we guide you through the decisions and what they mean for you and your family.
Understanding your financial picture starts with understanding you. We take the time to discuss your priorities, explain your options and work through the tradeoffs. By considering your investments, retirement, tax, insurance and estate planning together, we show you how a decision in one area can influence another and what that means for your goals.
Our team brings more than 35 years of combined experience, complemented by access to IG’s in-house professionals. We also coordinate with your accountant and legal professionals, bringing those perspectives into your Living Plan and ongoing reviews.
We keep you informed between meetings through financial planning updates, educational resources and secure online access to your accounts and comprehensive plan. Educational sessions, community experiences and client appreciation events offer more opportunities to learn and connect with our team.
Explore your client experience with the Patrick Buscar Team
A well-constructed financial plan starts with a personalized investment strategy designed to support your goals. We believe that exceptional investment expertise is not limited to one firm or region, which is why we build diversified portfolios using leading asset managers from around the world.
Each portfolio is carefully designed across a wide range of asset classes and is continuously monitored to stay aligned with your priorities, whether that is preserving capital, generating income, or achieving long-term growth.
Guidance you can trust, expertise you can count on
Patrick has been my financial advisor for 5+ years. He is knowledgeable in his field. Emails are replied to usually within the same day. It is a pleasure working with Patrick to manage my retirement portfolio.
D.L., client since 2019
Experience the peace of mind that comes with expert financial planning
Patrick has been an outstanding financial advisor. He is not only highly knowledgeable but also incredibly patient, taking the time to thoroughly explain every detail and guide me through the decision-making process. His expertise and helpful approach have made managing my finances much easier. I highly recommend him!
K.K., client since 2023
Support through every milestone in life
We were introduced to Patrick by a friend around 5-6 years back and since then we are worriless about our financial planning. Patrick is an amazing person, great financial planner, and a book of knowledge. He has so many ideas depending on what you need, which all comes through experience. On top of all of this, we see each other as a good friends. We are so happy and content working with him and we know are in safe hands for all of our financial needs. He is just one text/email away for all of your queries and he works closely with you in decision making, guiding you in the best way possible with a plethora of knowledge. I highly recommend Patrick for any financial and portfolio planning.
R.A., client since 2021
Navigating retirement with confidence
Patrick took the time to understand our unique financial goals and concerns as we were transitioning into retirement. His ability to explain complex financial concepts in a way that we could easily understand was helpful. With Patrick's guidance, we navigated the process of diversifying our portfolio to align with our aspirations, including traveling, renovating our ancestral home, and securing our life savings to avoid burdening our children. His ability to balance risk and reward helped us feel secure in our financial decisions, even during uncertain market conditions. We wholeheartedly recommend Patrick to anyone seeking a knowledgeable and trustworthy financial advisor.
M.G. & N.G., clients since 2019
Personalized financial guidance for a growing family
From day one, Patrick understood our unique financial situation and aspirations. With a growing family, he listened attentively to our concerns and provided a clear path to achieve our goals. What set Patrick apart was his personalized approach. He tailored his recommendations to our specific needs as a young family, considering our short-term needs, long-term goals, and the financial well-being of our children. With his guidance, we created a comprehensive financial plan that gave us peace of mind. Thanks to Patrick's guidance, we now have a solid financial foundation for our family's future. Whether it's saving for our children's education, buying a home, or planning for retirement, we have confidence in our financial decisions. We highly recommend Patrick as an expert financial advisor. His prompt responses and genuine care made us feel valued, knowing he had our best interests at heart.
R.L & M.L., clients since 2005
A personal approach to professional financial planning
Patrick has been taking care of my financial planning since 2008, and I couldn’t be happier with the support I’ve received. He helped me save up for a down payment on my first home, which I was able to buy when I got married. That was a huge milestone for me! Over the past few years, he’s been handling my retirement planning, and I feel confident knowing he’s got my back. His advice is always solid, and he really takes the time to understand what’s important to me. If you’re looking for a financial planner who’s reliable, knowledgeable, and easy to work with, I definitely recommend Patrick.
M.L., client since 2008
Your financial future in trusted hands
Patrick is a very personable and professional financial planner. He explains everything clearly and concisely thanks to his understanding and knowledge of the market. He thrives to meet clients' goals, while also remaining realistic. His response times and check-ins are essential to ensuring his clients needs are being met.
J.F., client since 2021
Years of dedication, expertise, and client care you can rely on
Patrick Buscar has been our financial advisor for several years. During that time, we have found him to be knowledgeable, interested in our concerns and available when we need him to discuss our plans. It has been a pleasure to have Patrick’s expertise to count on.
M.K. & R.K., clients since 2017
