Patrick is a Wealth and Tax Planning Consultant with Canada Life. He joined our organization 24 years ago (September of 2000) as a member of the Tax and Estate Planning Group.

Patrick partners with financial advisors to work closely with clients as they develop and execute their wealth management, business succession and estate plans. He works primarily with successful business owners and high net worth families committed developing effective plans for the management and transition of their wealth. He has an extensive background in the application and integration of financial products and strategies to achieve effective outcomes for his clients.

Patrick is a CPA (CA,1996).

Patrick is married to Andrea and has two boys (Josh 21 and Ben 24).