Patrick Gilbert

Principal Advisor @MacLellan & Moffatt Financial

Halifax, NS, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2025 — Present

Principal Advisor @MacLellan & Moffatt Financial

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EDUCATION

2008 — 2012

Saint Mary's University

Bachelor of Commerce (B.Com.)

SKILLS

Group Benefit PlansTeamworkLeadershipStrong Leadership AbilitiesCustomer ServiceFinancial AnalysisLife InsuranceFinancial Planning

ABOUT PATRICK GILBERT

Financial Advisor since 2013 actively making sure my clients are planning for their short and long term financial well being. Putting a strong focus on the importance of protecting my client\'s ability to withstand whatever might come their way over the course of their career and retirement. Through precise and personalized investment planning and and an equally strong insurance (life, disability, critical illness, and health insurance) strategy, I strive to make sure clients are able to enjoy the financial flexibility and well being that they deserve while ensuring their families are looked after both now and in the long term.

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Patrick Gilbert — Principal Advisor at MacLellan & Moffatt Financial in Halifax, NS, CA | Unifers