Pat Mcgregor

Pat Mcgregor Email and Phone Number

Financial Planner at RBC @ RBC
toronto, ontario, canada
Pat Mcgregor's Location
Renfrew, Ontario, Canada, Canada
About Pat Mcgregor

I really believe that I can make a difference in people's lives, both professionally and personally. By listening to my clients explain their life goals and dreams I can understand what is important to them and help them implement manageable strategies to achieve these dreams. At RBC we use the Your Future By Design process which enables my clients to prioritize what is important and that becomes the building block for the financial plan.

Pat Mcgregor's Current Company Details
RBC

Rbc

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Financial Planner at RBC
toronto, ontario, canada
Website:
rbc.com
Employees:
79151
Pat Mcgregor Work Experience Details
  • Self-Employed
    Certified Nutrition Coach
    Self-Employed Jan 2019 - Present
    14 Bank St N Renfrew Ontario K7V 2C9
  • Self-Employed
    Certified Nutrition Coach
    Self-Employed Jan 2019 - Present
    14 Bank St N Renfrew Ontario K7V 2C9
  • Rbc
    Financial Planner
    Rbc May 2011 - Present
    182 Raglan St S Renfrew Ontario K7V 2C9
    I enjoy working with my clients to help them with their Financial Goals.I have extensive experience in the Financial Services industry.
    View
  • Rbc
    Financial Planner
    Rbc May 2011 - Present
    182 Raglan St S Renfrew Ontario K7V 2C9
  • Scotiabank
    Financial Advisor
    Scotiabank Jul 1999 - May 2011
    Arnprior Ontario
    I worked with clients for their Financial Planning-it included mortgages, investments, retirement planning.
    View

Pat Mcgregor Skills

Investments Mortgage Lending Retirement Planning Retirement Finance Investment Strategies Financial Services Wealth Management Strategic Financial Planning Mutual Funds Financial Advisory Asset Allocation Investment Advisory Wealth Wealth Management Services

Pat Mcgregor Education Details

  • Personal Financial Planning Designation
    Personal Financial Planning Designation
    Financial Planning
  • Carleton University
    Carleton University
    English & French

Frequently Asked Questions about Pat Mcgregor

What company does Pat Mcgregor work for?

Pat Mcgregor works for Rbc

What is Pat Mcgregor's role at the current company?

Pat Mcgregor's current role is Financial Planner at RBC.

What schools did Pat Mcgregor attend?

Pat Mcgregor attended Personal Financial Planning Designation, Carleton University.

What are some of Pat Mcgregor's interests?

Pat Mcgregor has interest in I Am Also A Coach For Special Olympians, Long Distance Running.

What skills is Pat Mcgregor known for?

Pat Mcgregor has skills like Investments, Mortgage Lending, Retirement Planning, Retirement, Finance, Investment Strategies, Financial Services, Wealth Management, Strategic Financial Planning, Mutual Funds, Financial Advisory, Asset Allocation.

Who are Pat Mcgregor's colleagues?

Pat Mcgregor's colleagues are Yu-Chen Chen, Kelly Summerfield, Fletcher Courage, Vicki Mckenna, Chrl, Ctdp, Aaron Dong, Geoffrey Pringle, Ana Marie Alcantara.

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