Over the years, Patrick has developed an expertise bond markets. His management philosophy is based on meeting his clients’ investment objectives either through preservation of capital, income growth and a reduction in tax liabilities. His extensive experience in retirement planning enables him to recommend custom-tailored plans developed using the Naviplan
tool and targeted to help his clients achieve their investment goals. Patrick schedules a yearly meeting with his clients to review the assumptions used in developing their plan.
The team is committed to developing and maintaining strong and long-term business relationships with all of our clients. Our top priority is to ensure our clients remain well informed at all times. As such, we give them access to a wealth of informative documents, return calls promptly and provide quick follow-up to administrative questions. The excellent service provided also includes ongoing monitoring of accounts so clients can take advantage of opportunities and changing market conditions as soon as they arise. Building relationships based on trust is the cornerstone of the team’s philosophy.