Advisors

Patrick Ferguson

Investment Advisor

“I provide clients with a full-service solution for their wealth” – Patrick Ferguson.

Patrick Ferguson, Investment Advisor, has spent the better part of almost three decades in the financial services industry helping clients build, manage, and preserve their wealth. He is proud to work with high-net-worth clients and implement strategies that work for them. These strategies focus on the entire lifecycle of wealth including creation strategies, management, tax mitigation, financial planning for trust and estate trusts, and capital preservation.

A graduate of Carleton University and licensed in Canada to provide investment advice, with designations from the Canadian Securities Institute (CSI) including Personal Financial Planner (PFP), Certified Investment Manager (CIM), Financial Management Advisor (FMA), and completion of the Canadian Securities Course (CSC).

Patrick is a proud supporter of the Ottawa Children’s Aid Society as a Foster Parent to children in need.

For a consultation with Patrick, reach out to him today.

Associate

Sarah Armstrong

PI Financial Corp. and Echelon Wealth Partners Inc. are now Ventum Financial Corp.

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