Patrick graduated with a BA in Economics and Financial Management from Wilfrid Laurier University in 2004. He always aspired to become a financial advisor, which led him to begin his career with IG Wealth. He earned his CERTIFIED FINANCIAL PLANNER^® designation in 2008. He served in a leadership role as a Division Manager from 2009 to 2011 and again from 2014 to 2022. Patrick continued to deepen his expertise by obtaining the Canadian Life Underwriter (CLU) designation in 2021 and, most recently, the Chartered Investment Manager (CIM) designation in 2024. A champion of comprehensive financial planning, Patrick is committed to delivering world-class service and advice. His guidance empowers families, business owners, and individuals to enjoy life with the people they care about most while gaining peace of mind about their financial future. He consistently looks for opportunities to ensure clients stay on track, and is dedicated to exceeding their expectations. He is proud to promote the value of financial planning across the Greater Toronto Area, with a strong focus on the Burlington community. In his spare time, he enjoys being with his family and coaching his son's baseball team. 

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