Patrick Azer
Financial Advisor at Edward Jones
Based in Montreal, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Montreal
Industry
Financial Services
Company size
45K
Contact information
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p•••••••@edwardjones.com
Phone
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Background
About Patrick Azer
Emotions and the way they influence people's behaviour have always been of great interest to me, and they're directly related to their finances. This is because your money is deeply personal - it's not simply a means to acquiring what you want, but the result of your hard work, and it should be a source of freedom for you to live the life you and your family want. As an Edward Jones investment advisor, I strive to develop a deep understanding of your needs and desires. From there, we will build a tailored financial plan to help satisfy these needs and desires, coordinate with your accountants, attorneys, and other trusted professionals to help execute the plan, and provide you with the guidance and education necessary to implement the plan, and adjust it over time as your life evolves. Through this process, we aim to help you reach your goals and achieve the level of financial freedom to and tote family desire. I'm not alone in this. Thousands of people and advanced technology support our office so we can ensure you receive the most current and comprehensive guidance. When I'm not partnering with clients, you can find me on a rugby pitch during the summer, snowboarding in the mountains during the winter, and occasionally visiting beautiful Cape Breton, Nova Scotia, as I spent my childhood between there and Montreal. My blend of small-town blue-collar upbringing in Cape Breton, energetic career development in Montreal, mental toughness from rugby, and fearlessness from snowboarding, has led to my deep appreciation for those who have worked hard to build the life they desire despite the obstacles faced along the way. These are some of the reasons why I take great pride in helping my clients to make the fruits of their efforts last. I look forward to connecting with you, learning about what's most important to you, and building and executing a plan to help you live the life for which you've worked hard.
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