Patrick is responsible for providing advice and guidance to clients for will and estate planning strategies, ensuring that personal, philanthropic, financial and estate objectives are met.
Patrick holds a Bachelor of Arts (Honours) in Economics from Simon Fraser University, and subsequently completed his articles in Vancouver, BC to become a Chartered Professional Accountant. Patrick has also completed CPA Canada’s In-Depth Income Tax Course, and obtained the Trust and Estate Practitioner designation in 2015.
In addition to being a member of CPA Canada, Patrick is a member of the Canadian Tax Foundation and the Victoria Estate Planning Council.
Estate and trust services are provided by The Bank of Nova Scotia Trust Company.