Pat Pugliese

Pat Pugliese, CFP, is a seasoned financial professional with extensive experience in various aspects of financial planning. As the founder of Pat Pugliese since May 2018, and a financial planner and branch manager at Carte Wealth Management since June 2003, Pat specializes in areas such as cash flow planning, investment planning, retirement planning, tax planning, estate planning, and insurance planning. Prior experience includes roles at TD as a Dividend Posted Officer and at Transamerica Life Insurance Company in back office support, as well as a VP Sales position at Student Improvements. Educational credentials include a Bachelor of Commerce in Finance from Brock University, a Bachelor of Business Administration in Marketing from George Brown College, and a Bachelor of Business Administration in Accounting and Business/Management from Northern College of Applied Arts and Technology.