Patrick Steele holds a CERTIFIED FINANCIAL PLANNER^® (CFP) and Registered Retirement Consultant (RRC) designation, and has over five years of experience in the financial services industry. He is working towards obtaining the Chartered Financial Analyst (CFA) designation. Patrick has a passion for financial planning and enjoys taking the time in helping educate clients in further developing their financial literacy. Through planning and in-depth discussions, he aims to provide guidance for clients in achieving their financial goals.

Patrick was born and raised in Summerside, PEI and holds a Bachelor of Business Administration from UPEI. When away from the business, Patrick enjoys spending time sailing and travelling around Atlantic Canada.