About Us

Photo of team member

M. Patrick Souliere, CFP, CLU, CH.F.C.

President & Financial Advisor

Patrick has 35 years of experience in the financial industry dealing with insurance, financial security, and estate planning. He is an active member of Advocis, the Financial Advisors Association of Canada, the Estate Planning Council of Edmonton, and the Knights of Columbus. He has also been involved in his community, coaching minor sports for almost 40 years.

Patrick has almost 30 years of experience dealing in the dental community, helping clients plan for their practices, and their futures.

Patrick has been married almost 37 years, and has three adult children. He enjoys playing hockey and golf, but most of all he enjoys spending time with his growing family.

Photo of team member

Nathan Souliere, CFP, CHS

Associate

Nathan joined the MPS team in 2012. He took his Life License Qualification Program‚Äč (LLQP) in February of 2012, and achieved the Certified Financial Planner (CFP) designation in 2018.  He is also an active member of Advocis, the Financial Advisors Association of Canada, the Estate Planning Council,  and the Knights of Columbus.

Nathan works to ensure that his clients and their families are financially secure by providing personalized financial plans that are tailored to their ongoing needs.  His skills include life insurance, critical illness insurance, disability insurance, investments, and retirement planning.

In his spare time, Nathan enjoys playing sports, reading, and spending time with family and friends.

 

*The use of e-mail is not a secure medium and personal information should be transmitted by more secure means.

The information on this website is intended for residents of Alberta only.

Website Design For Financial Services Professionals | Copyright 2019 AdvisorWebsites.com. All rights reserved