From 2021 till 2025, Patrick has worked at The Steele Group as a Service Associate who was responsible for providing administrative and clerical services in order to ensure effective and efficient operations. After years of training, in 2025 Patrick was promoted to our planning team as an Investment and Retirement Planner for The Steele Group.
Patrick graduated with a diploma in Business Financial Services (Mohawk College) and obtained his mutual funds license in 2020. In 2023, Patrick received 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. In 2024 Parick completed his Chartered Investment Manager (CIM®) designation.
Currently Patrick is working towards his CERTIFIED FINANCIAL PLANNER® and is a great resource to The Steele Group planning team.