Patti Huck, CFP
Financial Planning Advisor
Patti has been in the financial services business since 1990, working part-time as she attended university. Upon graduation with an Honours Bachelor of Business Adminstration degree (Wilfrid Laurier University), Patti began working in the financial industry full-time. Her predecessor firm joined the Assante family in 1996. She is mutual funds and insurance licensed. Patti has achieved her Certified Financial Planner (CFP) designation and keeps her certification current with at least 30 hours of continuing education annually. She is also qualified as Branch Manager.
Outside of the office, Patti enjoys spending time with her husband and two young sons.
The Case for Equities
Sep 29, 2021
Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....Read more
Borrowing to invest
Sep 09, 2021
Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....Read more
Lesser-known ways to profit and save
Sep 09, 2021
Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....Read more
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