Patrick Conroy Email and Phone Number

Protecting and enhancing your wealth - and your financial well-being. Our team works with Business Owners, High-income earners and High net worth families providing comprehensive solutions to administer their wealth. We leverage the vast resources of RBC Dominion Securities (#1 Wealth Management Firm in Canada and among the top ten firms worldwide) to protect and grow your wealth. I work with my clients to provide clarity to their financial situations, identifying opportunities they may not be taking advantage of and risks that we can either minimize or eliminate. We identify key financial goals, objectives and action items for each client that are prioritized in each client’s wealth management roadmap. The comprehensive wealth management services we provide involve partnering with my clients to provide financial planning, investment management, tax smart/tax efficient investing, will and estate strategies, risk management and putting in place a plan for drawing retirement income.