Meet the Advisory Team
Patrick McGuire

Patrick McGuire

Financial Advisor 

Phone: 604.737.6712
Email Pat

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.  


 

IIROC AdvisorReport

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.