- to develop a long-term relationship based on open and frequent communication, honesty and mutual respect.
- to offer a service superior to that of our competitors.
- to simplify your tasks by centralizing your assets as well as offering timely reporting and regular follow-up.
- to listen to your goals and objectives and help guide you towards achieving them.
- to committ ourselves to a diversified portfolio approach using only the products with which you feel most comfortable.
Patrick has over 34 years of experience in the investment industry. He manages 290 million in assets and has been a member of the BMO Nesbitt Burns "Presidents' Council" for the past 26 years.
Our Minimum Portfolio Requirement: 500,000$ (excluding family member referrals from existing clients)