Patricia brings over 25 years of experience in the trust and financial services industry. Based in Vancouver, Patricia provides services to financial advisors and their clients throughout the province of British Colombia. A passionate professional, she enjoys helping clients achieve their legacy planning goals, and providing the best assistance possible to executors, trustees and powers of attorney to navigate the duties and responsibilities of their roles. Previously, Patricia held the position of Trust and Estate Consultant for 10 years with a bank-owned trust company.
In addition to her extensive experience in the trust services industry, Patricia has held various roles in management and client service delivery at a large Canadian Bank. She earned a B.A. in Economics and Political Science from the University of Prince Edward Island and completed the Investment Funds in Canada (IFC) course offered by the Canadian Securities Institute (CSI). She is fluent in English and French.