Patricia's objective is to demystify financial planning for clients. A financial plan is a personal roadmap that can help clients see the big picture and make it easier to stay on track. Patricia can help clients set realistic goals, highlight any challenges, considerations or opportunities related to their personal situation, as well as provide recommendations and an action plan to help them achieve their goals.

While planning exercises may or may not result in a full-blown financial plan, it's clear that all Canadians can benefit from the professional advice of a financial planner, and Patricia is always happy to answer your questions, or put you in touch with someone who can.

Patricia also works alongside Katia Di Perna to provide administrative support to the team and great service to our clients.

Having worked in various roles at one of the major Canadian banks, most recently in the Private Wealth Management division, Patricia's experience enhances our ability to provide great service going forward and she is fully licensed to trade.

Patricia studied psychology at McGill, loves to travel, and is passionate about animals, especially her cat, Gallagher. She also has a keen interest in fine arts including gallery arts, theatre, and literature.