Patrick Danis

My team and I strive to help individuals and business owners achieve their most important goals in life. We do our best work working with people who may have complex needs, but want a strategy that is understandable, and built upon high conviction concepts. We love to make the complex simple. You are busy, let us simplify things down to an actionable plan of execution.

I use a thorough goals based holistic planning process to help my clients discover what's most important to them, and together we build and maintain a high quality strategy that we will enact throughout their lives and beyond.

I have over 14 years experience, and I believe in education and staying current. As such, I have my CFP® designation, and I continue to keep learning within this evolving environment. I am also an IIROC licensed advisor, meaning that there is a wide variety of ways we can choose to work together, as no two people are alike.

In 2015 I became an owner in the firm through limited partnership.

My passions are playing music and enjoying art, getting outside to hike and explore, and gaming and technology. I love building things and working with my tools. If you love these things also, lets chat about it!

I believe in helping others, and I have held many volunteer mentor and coaching roles within my firm and the community. I have attended several exceeding conferences, which invites advisors that have reached certain success milestones in building their business.

I live in Rocky Mountain House with my lovely wife, and our 2 children (and a cute little cat). We enjoy getting outdoors to our little cabin hideaway when we can.

I love nothing more than sitting down and getting to know someone. If you are curious about where you are at, or where you want to go, I know that you'll walk away from a session with us with value - Lets chat !