Patrick was first recommended to me in 1999 by a trusted friend. Before I had been introduced to Patrick, my saving’s portfolio was a grim one. Past experience with a stockbroker, another “money manager” and a large bank had led to losses of many thousands of dollars because of their poor planning, bad investments, neglect of my file and overly high risk choices by them (using my money).
Since signing up with Patrick and the Manulife group, my situation began to change for the better almost immediately. Patrick makes a strong and consistent effort to acquaint himself with my real saving needs and then responsibly follows through. He takes his money counselling work seriously and is available to me whenever I have any questions. With Patrick’s personal hard work on my behalf my savings grew, even during distressing fluctuations in the stock market over the past 14 years. I’ve always found Patrick to be reliable, trustworthy, believable and available. Through his customer dedication, and his considerable wealth management skills, he successfully marshalled me into my current retirement. At last, my constant worry of “losing everything” has been replaced by the support of evidence-based money security. Thank you Patrick and Manulife.
Alvin Shapiro, PhD.
I receive excellent advice and have more options that I ever realized. Even if your investments get a late start, all is not lost……
Patrick has been our financial manager for many years and has proven to be a trusted advisor.
The value that he has provided with his services gives us the security in knowing that we don’t have to monitor our portfolio on a constant basis. We know we are being well looked after.
We are extremely pleased with his services and have recommended him on numerous occasions.
Ron W. & Patricia L.