Welcome
Education:
BA, Concordia University, Montreal, Canada
PFP, Canadian Securities Institute, Toronto, Canada
Languages Spoken:
English, French
Specialties:
We choose to maintain a small clientele to ensure a superior level of service.
Our Investment Philosophy
We believe that investing should be an enjoyable experience. We believe that you should take the time to live your life and let professionals manage your investments. We work hard to find out what our clients want and need and to provide appropriate advice. We maintain a small clientele to make sure we can deliver on all of our promises.
We work closely with clients to develop a plan that will get them to their long-term goals with the least possible stress along the way - and then help them stick to that plan, which is actually the hardest part. To quote famous investor Warren Buffett:
"It only takes two things to succeed as an investor: first, having a reasonable plan; and, second, sticking to it."
How Can We Help You?
Working closely with our clients, we develop a customized investment strategy designed to improve portfolio return, while keeping risk at an acceptable level. Whether you are a conservative income investor, a growth investor, or an aggressive investor, we will design an investment strategy that best fits your specific needs and style.
We have, at your disposal, an enormous amount of knowledge and resources within our own team as well as within the BMO Financial Group. Please refer to our "Learn More" section to find out about our team experience and qualifications.
On a more personal note...
Murray Fitzpatrick
Investment Advisor
Murray has been very active in sports that include golf, cross-country & downhill skiing and has participated in a number of marathons and triathlons in the past. He enjoys life in the country with his lovely wife, Naoko, and their Golden Doodle, Monty. They travel to Japan once or twice a year to visit Naoko's family.
Caroline Beattie
Senior Business Associate
Financial Planner
Caroline also lives on the "Quebec side" with her husband, Bob, and their daughter, Emily. They enjoy traveling and frequently travel to Daytona Beach, Florida to visit Caroline's sister and nieces.