We are the preeminent Financial Planning Firm in Canada.
Life is rich.
Your financial plan should be, too.
We focus on six areas of your financial life to help you get more out of your money, so you can get more out of life.
MBA CFP ACC
FCSI CIWM CIM FMA RRC CPCA CEA
Vice-President, Private Wealth Management
Pat is a wealth advisor helping to create and sustain strategies for financial freedom.
Our primary focus is working with business owners, individuals, and families on lifetime, goal-focused financial planning and answering the important questions in planning your retirement and your estate, “Will I be OK?” and “Will my family be OK?”
This includes engaging with other professionals in estate planning and guiding powers of attorney and executors.
you wondering what it is you can do to organize your Estate ahead of time?
you are not alone.
have assisted thousands of people with organizing their important papers ahead
of time. I can help you calm the chaos,
identify gaps in your estate plan and help you fill these gaps.
sense of accomplishment and relief you will feel is fantastic. As one lady said “I feel like a million
bucks. I know what I have, where it is and what I want done with it.” Yes indeed this is a gift for your Executor.
you would like to know more about organizing your estate ahead of time or if
you are working through closing an estate I can help you out.
With over 30 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education has allowed me to offer holistic financial planning advice to my clients as a Senior Financial Planner with TD Wealth Financial Planning since 2014. I look forward to exploring estate planning, tax planning and investment strategies and solutions with you as we work together towards your unique financial goals.
With over 30 years of advising clients on financial matters including insurance and investments and focusing on a holistic approach to individual/ family changing needs and solutions at every stage of life.
As a Financial Advisor and former teacher with over 30 years experience int the financial industry, I believe the Certified Executor Advisor designation to be of great value to my existing clients and new clients moving forward. Losing a loved one is difficult enough without all of the recent changes to the Executor's duties and responsibilities. Let me use my knowledge and experience along with my Educational background to help you.
Eby Financial Group has been partnering with clients for over 25 years. We are a team of knowledgeable professionals offering customized Wealth Management Strategies and Insurance Solutions to individuals, business owners and multi-generational families.
Our clients appreciate a long-term relationship based on trust, integrity and results. We offer informed advice and work to simplify the administrative burden involved in managing finances effectively. If you would welcome more clarity than you currently have, we would be pleased to meet you.
I continue to earn my client's trust through professional, competent and consistent personalized financial planning. As a Certified Financial Planning professional (CFP) and Chartered Life Underwriter(CLU), I bring a great deal of value to the client relationship. My 30 plus years of professional experience underpins my ability to guide clients through the complexities involved in the development and implementation of a comprehensive financial plan; a plan that will support their lifetime of financial goals. This financial planning process is greater than just retirement and investment planning - it also encompasses planning for estate, gifting, taxation, and risk management. Over time, these strategies will support tax efficient intergenerational wealth transfers, business succession and/or estate transfers.Through my relationship with IG, I have an impressive team of lawyers, accountants and tax/estate professionals that support me in providing clients with the best solutions for their unique situation. Simply put, I offer comprehensive planning wrapped in an extraordinary client experience!