Your Victoria financial planner
We help business owners and retirees across Vancouver Island and the Lower Mainland feel calm and in control of their finances.
Our promise to you:
- We take the time to listen
- We speak in plain language
- We bring everything—business, family, and legacy—into one coordinated plan
The result is steady confidence: clear next steps today, and thoughtful decisions that protect and grow your wealth over the long term.
Who we help
Our clients are business owners, professionals, and families in Victoria, Vancouver, and across the Lower Mainland who value proactive guidance and long-term partnership. We often work with incorporated entrepreneurs, family-owned businesses, and individuals navigating major transitions like retirement, business sales, or estate transfers.
What we do
We offer a full suite of family office-style services that bring clarity and structure to complex financial lives:
Investment planning
Your investments should be designed to support your life—not the other way around. We create personalized portfolios built around your goals, time horizon, and comfort level. Using IG’s advanced planning tools, we model different outcomes and “show the work” behind every recommendation so you can make clear, informed choices. The goal is simple: to grow your wealth with purpose and confidence, supported by disciplined strategy and proactive oversight.
A proactive, trusted approach
With regular follow-ups, transparent models, and easy-to-understand explanations, we ensure every plan remains relevant as life evolves. At Patterson & Associates Private Wealth Management, your financial plan becomes a living framework that supports your success today and for generations to come.