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.
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.
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.
While I am flexible about where we can meet, I typically work out of the following branches: