That’s why Brightside Wealth takes a people-first approach to financial planning. Whether you're an individual or a small business owner, we meet you where you are in life, taking the time to understand your goals, values, and comfort with investing. Our mission is to align your finances with what matters most—so you can build a secure future, support your family, and make a lasting impact, without sacrificing your values.

Our approach is rooted in honesty, simplicity, and long-term sustainability. We don't set unrealistic expectations or rush decisions. Instead, we work with you to create a manageable path forward—one that reflects your unique situation and helps you make confident, values-aligned financial choices.

Patrick brings over 15 years of experience in the financial services industry, with a focus on personalized, values-driven planning. Holding both the Chartered Investment Manager (CIM®) and Responsible Investment Specialist (RIS) designations, he also holds licenses in insurance and has completed the Canadian Securities and Insurance Courses.

His vision for Brightside Wealth is clear: to offer truly independent advice that puts people before products, and values before profits. His expertise lies in building thoughtful, comprehensive financial strategies—especially for those looking to align their investments with ethical and sustainable principles.

Beyond his professional role, Patrick is an active member of the Waterloo community. He serves on the Board of Directors and Finance Committee for KW Habilitation and contributes to local youth programs as part of the Westvale Waterloo Optimist Club.

Patrick lives in Waterloo with his wife and two children and is a proud supporter of local sports and a lifelong Toronto Maple Leafs fan.