Patrick Lychak

Advisor at PI Financial

Patrick Lychak, PM CIM FMA FCSI, is an experienced Investment Advisor currently with Ventum Financial since June 2024 and has been with PI Financial Corp. since June 2016. With a career spanning over two decades in the financial services industry, Patrick has held positions as a Portfolio Manager at Wolverton Securities and as an Investment Advisor at Canaccord Financial and Brink, Hudson & Lefever Ltd. Expertise includes analyzing economic indicators, researching investments to identify attractive opportunities, and managing client investment portfolios to align with individual risk tolerances and financial goals. Patrick holds multiple designations from the Canadian Securities Institute, including Chartered Investment Manager, Fellow of Canadian Securities Institute, and Financial Management Advisor, among others, and possesses a Bachelor of Education from the University of Alberta.

Links


Org chart

Sign up to view 0 direct reports

Get started