Patrick Danis, Financial Advisor, Financial Planner located in Rocky Mountain House, AB

Financial Advisor,
Financial Planner
Patrick Danis

CFP®
4809 47th Avenue, Unit #105, Rocky Mountain House, AB T4T 1C8opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Business owner considerations
  • Special needs financial considerations
  • Intergenerational planning
  • Wealth strategies
  • Estate and legacy strategies

Personal Interests

  • Music
  • Outdoor Enthusiast
  • Electronics
  • Art & Theater
  • Backpacking

Team Members

  • Chelsey Stephens
    Registered Branch Associate
  • Jocelyn Robinson
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(403) 845-7123

Fax

(877) 335-1325

Office Address

4809 47th Avenue
Unit #105
Rocky Mountain House, AB T4T 1C8opens in a new window