More than investment advice 

"We have been working with Patrick for more than 20 years. He has always provided valuable advice; from tax savings strategies, investment advice, or estate planning strategies, we have always felt Patrick had our best interests in mind. He has always acted with professionalism and integrity. Through working with Patrick and his team, we have been able to achieve returns on our portfolio beyond our expectations. Additionally, Patrick and his team have always been quick to respond to any question or request that we have. I would happily recommend working with Patrick and his team."

 

- Rod Stewart, Kingston

 

Providing peace of mind 

"When we decided to sell/transfer our business and retire, Patrick's help was invaluable. He worked with us through the sale process, helping us revise the shareholders agreement and tax deferral. Patrick understands our financial situation and was able to help us revise our will and prepare an estate plan. Not only has Patrick saved us thousands of dollars in taxes, but he has given us peace of mind and we are able to live the lifestyle we want in retirement."

 

- Bill Code, Kingston

 

 

Providing security, comfort and confidence 

"It’s just a lot of comfort to know that your financial advisor is not just offering you advice on financial planning but a whole other array of areas. So, my experience with Pat has been nothing but positive and very rewarding as well obviously from a financial perspective, but also from a planning perspective."

 

- Mark, Business Owner

 

A holistic approach 

"With Patrick you’re looking into your whole life, you’re looking into your insurance issues, you're looking at your life and estate planning, they invited our children in to meet with him so that if something did happen to Reta and I they knew who he was and that transition would be easily taken care of and for that we are very grateful to have someone as professional as Patrick and his team."

 

- Bob and Reta McKean, Retired Business Owners