Patrick began his career in the financial services industry 13 years ago and brings this experience to Cumberland Private Wealth in 2025. Prior to joining the firm, he worked as a financial planner for a Toronto-based portfolio manager with a significant clientele, where he served as the lead relationship manager for a segment of the clients within it.

Patrick’s primary goal is to help clients feel confident in their financial decisions. He takes pride in actively listening, asking questions, and explaining strategies clearly and simply. He strives to create a comfortable environment for discussions, whether clients are planning for major milestones, developing long-term investment strategies, or seeking guidance on where to begin.
Patrick holds both the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations and graduated from the University of Guelph with a Bachelor of Applied Science degree.

Outside of the office, Patrick is actively involved in the community as a cross-country and track coach for middle and high school students. In 2025, three of his athletes competed at Ontario Federation of School Athletic Associations “(OFSAA”) Cross Country Championships.