Pat Lloyd, Wealth Management Vancouver

Although Pat Lloyd has been professionally mentoring clients on Wealth protection since 1994, financial management has really been a lifetime passion for her. She has seen first-hand the impact of both positive and negative wealth management decisions and the impact of family dynamics on financial health. Her compassionate and candid style enables her to develop strong, trusting relationships with her clients and her desire to address the elephant in the room ensures that Pat's clients get more that just investment management advice. They get life-changing advice. MY COMMITMENTS: EXPECT EXCEPTIONAL I am your central hub information, expertise, counsel and advice related to your financial management success I am your gatekeeper to protect you from irrational decisions and help guide you in making sound financial management decisions that generate strong financial results I am aligned with a network of experts to ensure exceptional advice and results I have a proven, organized internal process that is designed to bring you reliable follow-up and thorough follow-through on your financial needs