Our team

Patrick Smith

Estate and Trust Consultant

Patrick Smith

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.