Patrick Barrette, CFP, CIM, FMA

Investment Advisor & Financial Planner

Tel: 250-277-1076
Fax: 250-614-4256
Toll Free: 888-880-3380

Address

BMO Nesbitt Burns
1445 West Central Street
Prince George, BC
V2M 5S5
Map

Contact Me

Our Approach

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.