Numbers interest me. I earned my Bachelor of Commerce (accounting major) from Saint Mary's University in Halifax, took a position with Peat Marwick (KPMG) and ultimately held leadership roles (from controller to national operations manager) with a large national courier company for Atlantic Canada.
Meanwhile, my broker looked after my personal finances. While I was diligently building forward-looking plans at work, it occurred to me that my broker had never developed a long-term financial plan for me. What an opportunity to not only take control of my own finances but to help others do the same with theirs. I joined Edward Jones as a financial advisor (opening the 41st Canadian branch in January 1997) and never looked back.
Over the years, I've earned professional designations that hold me to a higher standard of knowledge, service and ethics – Chartered Accountant (CA), Certified Financial Planner (CFP), Financial Management Advisor (FMA) and Fellow of Canadian Securities Institute (FCSI) – as well as my insurance license to help clients protect the things they value.
My practice serves individual investors who appreciate the value of a long-term financial plan. I focus on goal-setting, risk management, tax-efficient retirement cash flow strategies, insurance needs and legacy planning.
Born and raised in Niagara Falls, the youngest of 10 children, I now live in Mississauga with my wife, Doris, our daughter, Lauren, and our newest addition, Parker, our maltipoo puppy. We are active supporters of our local church.
Challenge and adventure call to me. In high school, I obtained my private pilot's license at 17; received the Principals Cup (combining athletics and academics); played basketball and soccer; and captained our football team (with three consecutive championships). At St. Mary's, I was soccer team captain and selected to the all-star team. As a young adult, I traveled Europe and ran marathons. And today, I enjoy cycling and traveling with my family.
My Personal Interests
- Car Restoration
Phone NumberPatrick C Eckert at (905) 814-1270
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