Patrick McGuire

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.