Investment Advisor, Vice-President
Toll Free: (800) 332-1407
Fax: (403) 260-0441
Pat and her Investment Advisor Assistant, aim to serve clients by providing a comprehensive range of financial planning services, including retirement, estate and tax planning, customized investment selection and portfolio re-balancing. It all starts by building a solid relationship with her clients and she is committed to doing what is right for her clients. Her mandate is to treat others as she would want to be treated.
Pat offers over 25 years of experience in the financial services industry and holds the designation of Certified Financial Planner. She has also completed the Professional Financial Planning course and has the Fellows of the Institute of Canadian Bankers designation.