Patrick is a Certified Financial Planner (CFP) who joined the Financial Literacy Counsel in 2010 as an integral part of the operations and client service management team. He provides a holistic approach to planning and is passionate about helping clients make wise and responsible financial decisions today and in the future. Patrick helps his clients in the areas of cashflow and debt management, tax and estate planning, risk management planning, and investment management. He is part of a team of legal, accounting, and financial management specialists geared towards “building financially literate generations.” He helps engineer, design and implements financial solutions with a particular emphasis on growing wealth and profitability for his clients, which include professionals and self-employed.
Prior to his career in financial services, Patrick was an Aircraft Engineer for a regional airliner. Outside of work, Patrick spends time with his wife, Angela, and two children Amelia and Caleb. He enjoys being active and adventuring from cycling, sports, outdoor activities such as hiking, travelling and exploring and trying new things. Patrick volunteers his time in the community such as for his church, and lately mentoring a retired athlete.
Mutual funds and ETF’s are offered through Investia Financial Services Inc.