Know your advisor: CIRO Advisor Report
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Trustworthy. Honest. Respectful.
Patrick is a senior financial advisor based out of central Alberta and holds his Certified Financial Planner (CFP®) and Personal Financial Planner (PFP®) designations. In his client relationships, Patrick values reliability for his clients and recognizes the importance of building mutual respect and trust in long term client relationships. Prior to joining ATB, Patrick assisted his mother in reaching her financial goals, which illustrated to Patrick that there is an education component to financial literacy and wealth management.
Shared goals
Patrick’s approach to wealth management is people-focused, as his favourite part about being part of the ATB Wealth team is the people, including clients, colleagues and staff. Patrick recognizes wealth management can be intimidating and works alongside you to define your financial goals and create a plan to get you to where you want to be. Some of the best financial advice Patrick has received can be applied to all aspects of life, “failure to plan is planning to fail.” With Patrick’s guidance, you will feel confident in all aspects of your financial planning journey.
Big picture planning
With the ever-changing industry, Patrick recognizes the benefit of continuing education to be able to best serve you. Patrick maintains his knowledge and expertise by taking external and internal courses, and keeping in touch with accountants and other professional firms. In his spare time, Patrick is happiest travelling or at a baseball game with his family.
Contact me
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
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Canadian Investor Protection Fund
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.