Patrick O. is a Senior Financial Advisor specializing in investment and retirement planning at Scotiabank, where they provide specialized advice and implement financial plans. With a strong background in finance and sales, Patrick has excelled in various roles within the industry, earning recognition as a top performer in 2020 and 2021. Previously, Patrick held positions in sales administration and financial advisory services at institutions like Yellow Pages Group, RBC Wealth Management, and Scotia Wealth Management. They possess multiple professional certifications, including Wealth Management Essentials and Investment Advisor Training, obtained from the Canadian Securities Institute.
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