Patrick Uzan is a highly qualified financial professional serving as Vice President of Planning Services at PPI since September 2022. Prior to this role, Patrick was a Wealth and Tax Planning Consultant at The Canada Life Assurance Company from July 2012 to August 2022, where assistance was provided to financial advisors in developing estate and tax planning strategies for business and affluent clients. Patrick also served as a Tax Partner at Valente & Theocharis LLP from August 2009 to June 2012, overseeing all aspects of the tax practice and leading special tax engagements. Educational credentials include a Post Graduate Diploma in Accounting from Concordia University and a Bachelor of Arts in Economics from McGill University. Patrick holds professional designations as a CPA, CA, TEP, and CLU.
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