Patrick graduated with a BA in Economics and Financial Management from Wilfrid University in 2004. He always wanted to be a financial advisor when he started with IG Wealth, which led him to achieve his CERTIFIED FINANCIAL PLANNER^® designation in 2008. He then took on a division manager leadership role from 2009 to 2011, and again from 2014 to 2022. He also achieved his Canadian Life Underwriters (CLU) designation in 2021 and recently his Chartered Investment Manager (CIM) designation in 2024. Patrick is a champion of comprehensive financial planning through world class service and advice. His guidance allows families, business owners, and more to spend their lives with the people they care about the most and gives them peace of mind. He constantly looks for opportunities to ensure clients stay on track, and always does his best to exceed their expectations. Patrick is dedicated to building and promoting financial planning in the Greater Toronto Area and surrounding areas with a focus on the Burlington community.

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