Portfolio Manager, Investment Advisor
FCSI, CIM, BAmore
Toll Free: +1 (866) 440-4412
Fax: (416) 594-7069
Patrick is a Discretionary Portfolio Manager and Investment Advisor who has been serving private individuals and institutional clients since 1994.
Patrick became a Fellow of the Canadian Securities Institute (FCSI) in 1997. He has completed numerous industry courses, including the:
* Canadian Securities Course
* Conduct and Practices Handbook
* Professional Financial Planning Course
* Canadian Investment Manager (CIM) designation
* Canadian Options Course
* Energy Markets Risk Management Course and,
* Technical Analysis Course
Patrick's credentials qualify him to provide insurance solutions and investment advice to his clients. Patrick is married and has one son, enjoys reading, music, outdoor adventure travel and lives in the Toronto area.