Patrick Carson

Investment Advisor @Aligned Capital Partners Inc.

Waterloo, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2020 — Present

Investment Advisor @Aligned Capital Partners Inc.

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Burlington, ON, CA

EDUCATION

1999 — 2001

Seneca Polytechnic

Diploma of Business Administration, Business/Commerce, General

SKILLS

RefinanceFixed IncomeRetirement PlanningInvestment StrategiesFinancial PlanningMortgage LendingStrategic Financial PlanningRelationship ManagementRetail BankingTime ManagementBudgetsFinancePortfolio ManagementSmall Business LendingInvestment AdvisorySecuritiesCreditLines of CreditFinancial ServicesInvestmentsAsset AllocationBankingMutual FundsSalesAccountingWealth ManagementAsset ManagementResidential MortgagesCustomer Service

ABOUT PATRICK CARSON

My relational approach has driven me to find delight in helping you coming up with creative solutions to your problems.The value I bring to client relationships goes beyond traditional approaches to give a holistic view. Through experience I\'ve seen what a dedicated partner can provide a client. I\'m passionate about creating financial plans and finding solutions that match your values with your goals.Through a flexible approach we can work together to co-create the life you desire. My goal is to partner with you to build wealth, equip your family and foster community.We\'re here to plan for life so you can live it. Looking for- Responsible Investing- Life & Estate Planning- Risk ManagementLet\'s chat! Book a time - https://calendly.com/brightside-wealth/video-introduction

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Patrick Carson — Investment Advisor at Aligned Capital Partners Inc. in Waterloo, ON, CA | Unifers