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Investment Advisor Services
Clients that I represent are looking for an Investment Advisor with experience to assist them in many of their investing needs. This starts with assessing ones risk tolerance, objectives and investment time frame in order to construct an investment portfolio that is optimized to ones particular needs. In many cases this involves addressing one's income tax bracket and selecting investments that provide the most favorable after-tax returns. It also may involve providing one with a certain level of income over a period of retirement. Or it may be about setting up a RESP or In-Trust account for a child or beneficiary. Regardless of the situation I can assist you with honest, independent advice.
Whether you are an individual or a corporation I offer a free initial consultation where we can review your financial situation or investment portfolio and offer you a second opinion or investment strategy!
Client Accolades:
"I have been working with Patrick for
a couple of years
now and I am very impressed. I
have never met anyone
in the industry with more
integrity than Patrick. He
has been there for me
whenever I have a need to discuss
anything. His
phone manner is superlative and his advice
has
helped me greatly enhance my portfolio. I look
forward to many more years of his high quality
service."
Brian Esau
"You keep me informed with up to date
information. Keep
up the good work!"
Kenzo Hirai
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