CA, TEP After obtaining his Bachelor of Business Administration degree (honours) in Accounting from St Francis Xavier University in 1993, Patrick obtained his Chartered Accountant (CA) designation in Nova Scotia in 1996 and completed the Canadian Institute of Chartered Accountants' Tax Course in 1999. Patrick has been a private wealth counselor with Private Wealth & Estate Services since September of 2000. As a consultant in this group, he partners with financial security advisors to provide direction to clients as they plan for the eventual transition of their wealth. Patrick works predominantly with business owners, professionals and high net-worth families. He focuses on technical and relationship issues surrounding business exit planning, life-long wealth management and the transition of wealth between generations. Prior to joining Private Wealth & Estate Services, Patrick practiced for seven years as a public accountant focusing on tax planning for business owner managers. Patrick is a member of the Canadian Tax Foundation, The Canadian Institute of Chartered Accountants, the Institute of Chartered Accountants of Nova Scotia and the Society of Trust and Estate Practitioners. |
