I was born and raised in Hamilton, and in my adult years have established roots here in the Halton region. My parents sparked my interest in investing, and I owned my first stock, Treats Cookies, at the age of 13. My family was not wealthy, but my parents understood the value of investing and successfully saved for their future. After earning my business degree, I joined Edward Jones. Sixteen years later, I'm still here and still love helping people achieve their life's financial dreams.
My wife, Christie, and I have a 13-year-old son, Graeme. As a family we enjoy taking Teddy, our rescue dog, on hikes. We also love taking our son to live concerts and to see stand-up comedians. I play the guitar in a rock band and enjoy martial arts.
When it comes to investing, I use a holistic approach. When I work with an individual or couple, I create an investment strategy that addresses all aspects of their financial life. In some cases, their goal is to put their children through college or university while ensuring they can retire when and how they want to. In other cases, their goal is buying a cottage on a lake and leaving a legacy for their children.
Regardless of what your financial dream looks like, I can develop a detailed investment strategy based on your specific situation and then help ensure you remain on track to achieve it.
I do not have a typical client, but I often help couples saving for retirement, those who are retired, and business owners who need a financial strategy and appreciate what I bring to the table; professional guidance and investment knowledge.
The other half of my branch team is Brenda Inglehart, I am lucky to be working with this amazing woman who has been with Edward Jones for twenty years. She's the first person you'll meet when you enter our office, and she makes everyone who enters our door feel welcome and special.
Brenda and I would love to show you how we can help. Please give us a call or drop by our office in Burlington.
Phone NumberPatrick W Pacenti at (905) 257-7884
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
|Sat||By Appointment Only|
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