Patrick Buscar CFP®, CLU, CIM
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.
Ramez Gabrail CPA, CMA, MBA
Ramez earned his MBA from McMaster University in 2014 and his CPA/CMA designations in 2015. After spending six years in Corporate Finance at multinational companies, Ramez chose to pursue his true passion, helping people achieve their financial goals through sound, personalized advice. He firmly believes that a detailed, written financial plan, reviewed and updated regularly, gives clients the clarity and confidence they need to reach their goals. As a Consultant, Ramez helps clients by providing financial advice in six key areas: investment planning, retirement planning, estate planning, cash/tax planning, mortgage planning, and insurance planning.
Sue Yi
Sue Yi has been an integral part of the practice since 2015 and now serves as a full-time Executive Assistant. With a deep understanding of the team’s operations and client service standards, Sue plays a vital role in supporting both Patrick and Ramez to ensure the practice runs smoothly and efficiently.
Her attention to detail, organizational strength, and commitment to exceptional service help create a seamless experience for clients and keep the business moving forward behind the scenes. Sue is often the first point of contact for clients and is known for her warm approach and dedication to meeting their needs with care and professionalism.