Custom wealth management reaching long-term goals


Welcome to my website

Pat’s goal is to help create financial security and peace of mind for individuals and their families by providing his clients with a high level of service that exceeds their expectations. Investors benefit from his customized wealth management approach because it helps address their current financial needs while working toward reaching their long-term goals.


Proud to be part of a AA- company

I am pleased to announce that our parent company, RBC, received the Standard & Poor’s investment grade rating of AA- which indicates a “very strong capacity to meet financial commitments.” This is the second-highest rating possible and is an example of our commitment to always maintaining the highest standards possible for our clients. Please contact me today to learn more about how we can put the strength of RBC to work for you.

Retirement is your next long-term venture

You've spent a lifetime discovering your passions. Retirement is your opportunity to pursue them, more than ever, with the ones you love. At RBC Wealth Management we’ll help you prepare financially for the retirement you envision. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. Contact me today to discuss what sets us apart and to learn how we can be of service to you.

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.

 

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

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Latest Insights

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How to protect your aging parents from financial missteps

While the potential for fraud or age-related diseases can't be eliminated, start the conversation now with your parents to mitigate the impact.

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