Your friends and coworkers may know your personal strengths, but how well do they know your risk tolerance? And the news media has a birds-eye view into the markets, but they know nothing about your personal goals. So, do you really want to be taking investing advice from them?
Instead, let's put you at the center of your financial strategy – your dreams, your family, and your opportunities and challenges. It is my job – and my privilege – to learn what's most important to you so I can build a financial strategy that meets you where you are, and gets you where you want to go. Together, we can evaluate any well-meaning advice and see if it's an opportunity that works in your favour.
After a successful 25-year career in IT sales, I followed my passion and am now helping people make the most of their financial lives. I remember my early years spending paycheques on frivolous things, which did nothing to help me buy my first home. I did finally figure that out but I wish I had let someone guide me back then. I'd likely have been a homeowner much sooner. That's the kind of guidance I can offer – the road to financial independence.
My practice is well suited for investors at any stage who want to live their best financial lives. I work well with those eager to learn, open to advice and focused on the long-term. I will stay by your side for years to come – to make adjustments when needed and to help you stay on track, which is sometimes the harder part of the journey.
I've spent most of my life in the Toronto area, with a 16-year hiatus in Calgary, and now enjoy the beauty of Simcoe County. I hold professional licenses in both Ontario and Alberta.
At the top of my own set of values is family – my parents continue to be a huge influence in my life. And today, I enjoy time with my partner and his three teenagers. I love to bake (even had a cupcake business at one point), garden and travel.
And now I'd like to learn more about you.
- Retirement Savings Strategies
- Retirement Income Strategies
My Personal Interests
- Spending Time with Family
Office Address331 Bayfield Street
Barrie, ON L4M 3C2
Phone NumberPatti Thuell at (705) 725-1544
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
- Web Conferencing
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