Patrick is a Vancouver based Financial Advisor who specializes in tax-efficient wealth management strategies for high-net worth individuals and their families. His background in Accounting (CPA), Canadian Taxation (In-Depth), Trust and Estates (TEP), Financial Planning (CFP), and Portfolio Management (CIM) allow him to help his clients in many important aspects of their finances.
Patrick regularly writes columns and hosts webinars on the latest in financial planning.
Outside of work, Patrick spends time with his wife and 4 children, which keeps him very busy! He is a member of the Economic Advisory Committee of the City of Richmond and previously served as the Treasurer for Tennis BC.