Financial strategies have been a passion of mine ever since I read The Wealthy Barber in university in the mid 90s. I soon was introduced to Warren Buffet and the value of investing, and the rest, as they say, is history.
I started my career as a Financial Advisor with Edward Jones in 2009 after my family and I moved back from Ontario to be with our family on the West Coast. (I grew up in North Vancouver and my wife grew up on Salt Spring Island). I partnered with Edward Jones because we share similar values and because of their commitment to client service and satisfaction.
I'm a Professional Engineer and obtained my CFP® and CIM® professional designations in 2015 and 2021, respectively.
If you have any questions regarding financial strategies, e.g., retirement and education strategies, building estate strategies, etc., please call my office and schedule an appointment. Our first meeting is complementary, and is a good opportunity to see if I can help you out.
- Retirement Savings Strategies
- Education Savings Strategies
- Special Needs Financial Considerations
Phone NumberPatrick L McLewin at (250) 595-1227
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