View Portfolio  |  Contact Us     Search
Meet the Advisory Team
Patrick McGuire
CFP CLU ChFC
Financial Advisor
Patrick McGuire

Patrick McGuire

Phone: 604.737.6712

Degrees and Designations

  • CFP (Certified Financial Planner)
  • CLU  (Chartered Life Underwriter)
  • ChFC (Chartered Financial Consultant)

Industry Associations

Patrick is a member in good standing of the following professional organizations, and subscribes to their respective codes of ethics and standards of conduct:

  • Advocis – The Financial Advisors Association of Canada
  • CALU – Conference for Advanced Underwriting
  • MDRT – Million Dollar Round Table
  • CAGP – Canadian Association of Gift Planners

Personal

Patrick was born and raised in British Columbia, currently lives in Vancouver and has three children, Sean, Brian, and Leslie. Patrick enjoys golfing, skiing, and travel.  
 

Pat McGuire has advised my family on financial matters for more than 25 years. I would strongly recommend Pat to anyone looking for an honest and hard working financial advisor who always puts his clients needs above his own."

Leslie W.