“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 Nathan joined the firm in 2012 so I know I will have the same great planning well into my retirement.”
Dr. Kevin E. Lung, B.Sc., D.M.D., M.Sc., FRCD(C)
“Pat and Nathan have taken care of my insurance and investment needs for the past 12 years. Graduating from OMS residency, I had few assets and large debt; thankfully I had good earning potential. What I didn’t have was the knowledge to ensure my insurance and financial plans were appropriate and that I was covered if I couldn’t realize the earning potential. Pat, and now Nathan, have done an outstanding job ensuring all of the pieces are in place should the unthinkable happen. I am covered in case of disability, illness or inability to work due to family illness. In addition, these two have made sure I am planning for retirement. Regular meeting updates, quick responses to email, phone calls and simplifying complicated topics have made these guys indispensable to my financial planning. I highly recommend their services to everyone but in particular to my dental colleagues.”
Dr. Jerald S. Pruner, B.Sc., D.M.D., FRCD(C)
"I would recommend Pat and Nathan for anyone requiring professional and financial advice. I met Pat in 2013 when I went into practice. He is not only my advisor but has been a good friend. Thanks to Pat and Nathan my personal and financial well-being is secure."
Dr. Arif Sumar, B.Sc., D.M.D., FRCD