10 Questions to Ask Before Choosing a Financial Advisor
Choosing an advisor is a major decision. This guide helps you objectively compare the professionals you meet to find the one who will best meet your needs.
Patrick is a portfolio manager at AltaFina. He holds the CFA® charter, an MBA specializing in investment management from Concordia University, and a Bachelor of Electrical Engineering from McGill University. Before becoming an advisor, he worked at one of Canada's largest corporate pension plans, where he contributed to investment selection and the construction of a portfolio exceeding 18 billion Canadian dollars. A father of two young children, he plays competitive volleyball, loves reading science fiction, and has been listening to podcasts on entrepreneurship, finance, and personal development for nearly 20 years.
