Patrick holds a Bachelor of Education with a major in business administration, and in 2016 earned an MBA awarded jointly by Université Paris-Dauphine and ESG UQAM. He is a Financial Planner (F.Pl.) certified by the Institut de planification financière (IPF) and holds the Chartered Investment Manager (CIM) designation from the Canadian Securities Institute.

Patrick brings deep insight into the corporate and entrepreneurial landscape, drawn from more than 20 years in the pharmaceutical industry across sales, marketing, communications, and government affairs. Today, this background allows him to channel two lifelong passions for his clients: personal finance and teaching. He takes the time to make complex financial concepts straightforward and accessible.

Beyond the office. A mountain enthusiast since his teens, Patrick is also an avid cyclist and runner. Time in the mountains taught him perseverance, patience, and the importance of assessing risk before making a move—instincts that serve him just as well in portfolio management. He now shares this passion with his daughter, combining hiking and travel whenever they can.