Patrick Barrette, CIM, CFP, FMA, MBA
Patrick started his banking career with BMO in 2001 before entering into the Financial Planning industry and joining firms focused on investment advisory and financial planning. With over 15 years of industry experience, Patrick is dedicated to delivering expert wealth management advice and knowledge to clients. Patrick’s clients benefit from his ongoing professional development and truly comprehensive expertise in wealth management and financial planning.
He is a graduate from the University of Northern BC with a B.Comm & MBA and later served as guest instructor teaching subjects in; personal financial planning, investment & securities analysis and international finance where real world experiance in the industry provided valuable teaching lessons to his students.
Patrick utilizes his expert knowledge and years of experience to develop comprehensive wealth management solutions for his clients. Patrick's breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind. In his role, Patrick also draws on the knowledge and expertise of his wealth managment partners in a family office model to deliver specialized guidance and advice in tax structuring, trust & estate planning, as well as insurance and philanthropy for complex wealth management needs of individuals, corporations, trusts and estates.
A life-long resident of Prince George and Fort St John, BC Patrick enjoys many hobbies and outdoor activities in the community including hiking and camping in northern BC & Alberta. One item on his bucket list is to do the Bowron Lakes with his family.
Education & credentials
Bachelor of Commerce (B. Comm)
MBA from University of Northern B.C. (attended and served as instructor)
Canadian Investment Manager (CIM)
Financial Management Advisor (FMA)
Certified Financial Planner (CFP®)
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