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Patrick is a Service Associate who is responsible for providing administrative and clerical services in order to ensure effective and efficient operations.
Patrick graduated with a diploma in Business Financial Services (Mohawk College) and obtained his mutual funds license in 2020. In 2023, Patrick recieved his QAFP (Qualified Associate Financial Planner™) certification demonstrates a financial planner's competence and commitment to high ethical standards including putting their clients' interests first.
Currently Patrick is working towards his CERTIFIED FINANCIAL PLANNER® and is a great resource to The Steele Group client service team.
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