Patrick Carson

Patrick Carson
Senior Investment Advisor
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Patrick has worked in the investment industry for 8 years and has experience guiding clients of varying backgrounds through the myriad of different investment products and market cycles. He is focused on helping clients identify and achieve their financial goals. He has a diploma in Business from Seneca College and has completed the Canadian Securities Course, Investment Funds Course, and Wealth Management Essentials and is constantly acquiring new product and market knowledge to provide the best investment solutions to his clients. As a caring advisor, Patrick is dedicated to learn about your personal goals. Whether you are saving for retirement, looking to produce extra income, put extra business cash reserves to work or looking to leave a legacy for your loved ones Patrick can help you plan and navigate complex world of investments. Patrick enjoys working to build individual plans in order to achieve clear objectives and goals.