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Patrick Jessiman

Investment Advisor

Tel: 204-949-2671
Tel: 204-949-2672
Fax: 204-956-2018
Toll Free: 800-506-0005

Patrick Jessiman

Address
1400 – 360 Main Street
Winnipeg, MB
R3C 3Z3
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Business Philosophy
I believe in working hard for my clients to build a long lasting relationship that demonstrates that I understand them and that their priorities are first and foremost in every decision we make. Investors are best served by working with an advisor who has a life long commitment to education that will provide them with the competitive advantage they deserve throughout their life. My competitiveness and work ethic will always drive me to provide the best knowledge and service for my clients.

Investment Process
I combine BMO Nesbitt Burns award winning research with my access to the broadest range of investment solutions to help my clients with their estate planning, investment and banking needs. Using a disciplined process, I work closely with my clients to provide specialized wealth management solutions, tailored to their unique needs. My step by step process includes an analysis, strategy, implementation and review process that enables my clients to address their financial security concerns. I believe that wealth is created by saving and investing in great businesses. While GICs and bond investments are used to preserve wealth and provide diversification and stability to an investment portfolio.

Fundamental Beliefs
One of my fundamental beliefs is to ensure that clients understand their investment portfolio. Educating my clients allows them to understand what they own, why they own it and provides comfort in the decisions we make in pursuit of their financial security. My partnership with BMO Nesbitt Burns offers my clients the best resources and solutions available to Canadian investors today. Using recommendations from BMO Nesbitt Burns research department, I work closely with my clients to develop portfolios that are appropriate for them. As part of our long-term relationship, I will recommend changes to a portfolio mix should their personal circumstance change.