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

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