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Patrick Lychak is an Investment Advisor at Wolverton Securities who lives
in Sherwood Park, Alberta, Canada.
An Investment Advisor for more
than 16 years he continually strives to improve his education to
provide his clients with a high level of service and wealth of
knowledge. He has attended the Top Performers conference in Toronto,
spoken at the Financial Forum in Vancouver, written newspaper articles
for the Vancouver Sun and produces a quarterly newsletter, “The Lychak
Letter” (an analysis of bond and stock market trends worldwide). In
addition, he has been designing and instructing investment courses for
the Vancouver School Board, North Vancouver School Board, New Westminster
Continuing Education and Langara College. Patrick currently is
instructing at the Vancouver School Board (VSB). A listing of the
courses offered can be obtained at the VSB website in the Finance
section (www.vsb-adult-ed.com/).
Patrick believes in providing his clients with comprehensive
services to suit all of their investment, financial and estate needs.
He has completed many courses and achieved industry designations over
the years with a goal of being a leader in the industry.
Canadian Securities Course, 1993
Conduct and Practices Course, 1993
Canadian Options Course, 1996
Professional Financial Planning Course, 1999
Portfolio Management Course, 2002
Canadian
Investment Manager (CIM), 2002
Wealth Management Techniques Course, 2003
Financial Management Advisor (FMA), 2003
Fellow of the Canadian
Securities Institute (FCSI), 2004
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Client Accolades:
"Patrick has been uncanningly accurate at
predicting market
trends. I count on him not only
for advice on particular transactions but overall advice
for my portfolio and the financial well being of my
family."
Michael Legault
"Like many other
investors, my investment portfolio took a big hit this
past year due to the decline in tech stocks and just
about everything else. About a year ago, I took Patrick
Lychak's investment course and was very impressed with
his approach to investing. I decided to let Patrick
handle all my new investments for the year and was
delighted with the results he was able to achieve. Even
in the dismal market conditions from March 2000 to March
2001, he has managed to make a very impressive profit
for me. I attribute this to the careful and considered
approach that he uses which involves in depth market
research in combination with a sound general knowledge
of value investing. His personalized service is
outstanding and he is very generous with his time when
communication is required. I would not hesitate to
recommend his services to any investors looking for an
investment manager who really cares about their
hard-earned dollars.
Christine M. Mills, DDS, MS
"Patrick has excellent knowledge of the market
and his practice of investing in businesses with solid
returns and experienced management sets him apart."
Dave
* the above opinions were expressed by
current clients of Patrick Lychak when asked | |
