Education:
Bachelor’s degree in Economics, Concordia University, Montreal, Canada
Languages Spoken:
English/French
Specialties:
Retirement planning
HIS EXPERIENCE
Building relationships based on trust is the cornerstone of Patrick’s philosophy. With more than 16 years of experience in the industry, he has built his reputation on the quality of the investment services he offers. An in-depth knowledge of his clients’ requirements enables him to suggest portfolios tailored to their investment goals, both over the short- and long-term. In addition, maintaining active communications with his clients is critical to Patrick and enables him to recommend appropriate investment alternatives.
RISK TOLERANCE
Based on the investment profile and risk tolerance levels of each of his clients as well as their individual tax bracket, Patrick recommends the appropriate allocation of fixed income, equity and mutual fund investments. The portfolio he proposes to his clients is therefore both well-balanced and diversified while complying with the client specific investment goals.
YOUR GOALS
To achieve your retirement goals, it is imperative you develop a program and follow it. Whether you wish to emphasize the investment aspect of your retirement planning or simply learn more about how to maximize your family’s resources, there exist simple and efficient approaches to minimize and defer income taxes as well as protect accumulated capital. Each year, Patrick suggests his clients undertake a complete review of their plan with the held of the BMO Nesbitt Burns Pathfinder® software to draw a clear picture or their current situation and the various options open to them to achieve their retirement goals.
HIS PHILOSOPHY
Over the years, Patrick has acquired specific skills in bond markets. His management philosophy is based on meeting his clients’ investment objectives either through preservation of capital, income growth and/or a reduction in tax liabilities. His extensive experience in retirement planning enables him to recommend custom-tailored plans to help his clients reach their investment goals.
HIS TEAM
Patrick has been working with Sylvie as a team since November 2006. Sylvie is responsible for client services and administration. Sylvie has more than 18 years of experience in the securities industry. She also held the position of Branch Administrator for eight years at BMO Nesbitt Burns.
Patrick and Sylvie are committed to developing and maintaining a solid and long-term business relationship with each of their clients. Their top priority is to ensure their clients remain well informed at all times. To do so, they provide their clients with access to a wealth of instructive documents, return calls promptly and provide fast follow-up to administrative questions. The excellent service provided also includes ongoing follow-up of accounts so clients may take advantage of opportunities and changing market conditions as soon as they arise. Building relationships based on trust is the cornerstone of the team’s philosophy.
A WORD OF THANKS
We would like to thank all clients who have referred friends and colleagues to us recently. Our business practice continues to grow primarily through these referrals, and your faith in us is truly appreciated.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
Market Watch
Last Updated
November 21, 2009 03:40 EST
Last
Change
TSX Comp
11,579.33
-20.97
S&P/TSX 60
688.99
-1.59
DJIA
10,318.16
-14.28
S&P 500
1,091.38
-3.52
NASDAQ
2,146.04
-10.78
Nikkei 225
9,497.68
-51.79
TSX Vent
1,408.06
7.12
Hang Seng
22,455.84
-187.32
$CAD
93.4800
-0.5400
London Gold
1,140.00
4.50
WTI Oil Spot
76.72
-0.74
Source: SunGard PowerData
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