Patrick Caffrey
Member of Economic Advisory Committee at City Of Richmond
Based in Vancouver, Canada
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Seniority
Staff
Department
Other
Location
Vancouver
Industry
Government Administration
Company size
1.8K
Contact information
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p•••••••@richmond.ca
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Background
About Patrick Caffrey
Patrick is a Vancouver based Financial Advisor who specializes in tax-efficient wealth management strategies for high-net worth individuals and their families. His background in Accounting (CPA), Taxation (In-Depth), Trust and Estates (TEP), Financial Planning (CFP), and Portfolio Management (CIM) allow him to help his clients in many important aspects of their finances. In 2019, he was named one of the Top 40 under 40 by the Investment Industry Association of Canada for his personal and professional achievements. Patrick regularly writes columns and hosts webinars on the latest in financial planning. Outside of work, Patrick spends time with his wife and 4 children, which keeps him very busy! He is a member of the Economic Advisory Committee of the City of Richmond and previously served as the Treasurer for Tennis Disclaimer: bit.ly/RJLDSCLMR
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