Patrick Chambers Email & Phone Number

CLIENTS FIRST. Always.Patrick builds and manages investment portfolios for a broad range of professionals, business owners, families, and corporations from across Canada.* Clients can be assured that Patrick will take the time to build a relationship of trust, where their individual goals, values, and needs will be reflected in personalized investment recommendations. Building Client PortfoliosMarkets and economies are complex and dynamic entities. Successfully managing client investment portfolios requires the self-discipline and resolve to avoid herd mentality, and the flexibility to adapt to changing circumstances. Patrick focuses on four key elements in advising clients:1. Understanding the current macro-economic climate2. Selecting securities based on fundamental values and not market hype (never chase the crowd)3. Allocating assets between fixed income and equities for client-specific risk/return needs4. Minimizing tax burden through the efficient allocation of assets across tax-exposed or

Listed skills include Investment Strategies, Investment Advisory, Portfolio Management, Mutual Funds, and 8 others.