Client Testimonials

“I have been dealing with Pat and his firm for almost 20 years. He knows the needs of my profession and has done a top drawer job in helping me secure mine and my family’s future. His son has joined his firm so I know I will have the same great planning well into my retirement.”

Dr. Kevin E. Lung BSc, DDS, MSc, FRCD (C)


"While also working with another investment advisor over the years, I feel more comfortable in placing all of my investments with Great West Life and having Pat as my advisor. As I grow older, I prefer to deal with one company and my husband always spoke very highly of Pat. I have been very impressed with Pat in all of our dealings, and I appreciate his honesty and the time he spends to explain everything. I would like to give a big 'thank you' for all of his services to me over the years and I look forward to continuing my dealings with both him and his son."


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

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