Patrick Barrette, CFP, CIM, FMA
Investment Advisor & Financial Planner
BMO Nesbitt Burns
1445 West Central Street
Prince George, BC
Wealth Is A Family Affair
The wealth planning approach encompasses all aspects of what is important to you and your family, for example, protecting your current and future lifestyle, creating the legacy you envision, taking a strategic approach to planned giving and maximizing tax efficiency in all areas of your estate.