Protect Your Financial Destiny
Partner / Financial Advisor
Tel: (613) 342-2555
Fax: (613) 342-2558
In his practice, Pat specializes in tax-reduction strategies for business owners and incorporated professionals. His focus is on maximizing wealth by using creative solutions for their tax, retirement, and estate planning. He also works with many families and retirees to create and maintain a financial plan that fits each unique situation.
Prior to joining the financial services industry, Pat spent nearly 5 years as a day trader, trading equities on major North American markets. The experience he gained in that role helped him gain a deeper knowledge of how markets function, and has enhanced his ability to advise on investment planning.
Pat’s passion for travelling led him to a degree in Geography from Western University. He was a member of the Western Investment Club and captained the Varsity Golf Team during his time at Western. Pat continues to play competitive golf in his spare time.
Pat is very proud of his family. His wife Denise is also an Entrepreneur in Brockville. They have two adorable young children, Owen and London, and enjoy spending as much time with them as possible. Being community-minded, Pat and Denise are thrilled that they can operate their businesses in their hometown and work with the people of Eastern Ontario.
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