Patrick Barkwell Email & Phone Number

About Me:With a career that spans nearly two decades in the financial services industry, I am a seasoned Wealth Advisor currently making an impact at Silverberg Group, where I've been since June 2018. My journey began at Freedom 55 Financial in March 2008, after years in the skilled trades, where I discovered my passion for helping individuals and organizations enhance their financial wellbeing and secure their futures. My commitment to delivering exceptional service and high-quality products has consistently placed me above the benchmark for production within every team I've been a part of.In addition to my role at Silverberg Group, I serve as a Director at Nutri-Go Ltd., and Barkwell Wealth & Estate Services Ltd., showcasing my versatility and leadership across different sectors. My expertise spans financial planning, executive compensation, and strategic risk management, with a special focus on solutions for professionals and business owners.A lifelong learner, I've complemented my practical experience with a solid foundation of certifications, including the CFA Level 1, Advanced Estate & Trust Strategy Certification from the Canadian Securities Institute, and several others that underline my expertise in financial planning and investment.What I Do:As a Wealth Advisor, I lead a team dedicated to crafting holistic wealth management solutions. We specialize in custom-fit financial plans that cater to affluent individuals, retirees, and Canadian small business owners, aiming to mitigate risks and plan for a prosperous future. My approach is client-centered, ensuring that our services exceed the standard offerings of independent agencies by prioritizing improved communication, service, and technology integration.My Vision:I am driven by the belief that financial advisory is not just about managing assets but about building lasting relationships and empowering clients to achieve their dreams. With a strong support team, I am dedicated to continuous improvement and leveraging the latest knowledge and technology to provide top-tier service. Our goal is to consistently rise above the rest, offering unmatched service and innovative solutions.Engagement in the Community:I am an active member of the Conference for Advanced Life Underwriting (CALU) reflecting my commitment to professional growth and contribution to the advancement of the financial planning profession. At home I am engaged in rescuing and fundraising for the betterment of the lives of our four-legged friends.

Listed skills include Investments, Financial Advisory, Estate Planning, Mutual Funds, and 16 others.