Patrick KeyesEPC

Financial Advisor

Patrick focuses on working with clients to create long-term personalized financial plans specific to each client. His objective is to be the steward of your financial resources and to help you achieve your lifestyle goals by providing professional advice. 

Patrick has spent the past 17 years serving investors and their families working in partnership with The Lance Howard Group.  Prior to forming his own financial planning business in 2000, Pat worked with CIBC for 27 years covering both commercial and individual wealth needs for clients.

In 2002, Patrick was selected Advisor of the year as chosen by a peer Group Planning organization.  This was a distinguished honour to be recognized for his expertise in financial planning.

Patrick achieved the Elder Planning Council certification specialist in 2010.  The EPC designation provides specialized planning insights for families in transition to senior years.

He graduated from the University of Guelph in 1974 with BA in Social Sciences.

When not working, he enjoys playing hockey, cheering the Hab’s and golfing.  He is a longtime member of the YMCA and a strong supporter and sponsor of youth fundraising programs.

Patrick lives in London Ontario with his wife Mary Lou.  They have 2 sons and 7 wonderful grandchildren, which makes for a very busy family.

 

Insurance products available through The Lance Howard Group Inc.