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Brent Paterson

I believe that quality financial planning is a team effort.  I am supported by a team of administration, group benefits and investment products specialists whose teamwork and professionalism help me build long-term relationships.  Whatever your short or long-term financial goals – buying a home, paying for education, reaching your retirement goals or leaving a legacy – I will work with you to develop a personalized plan that covers all aspects of your financial life.

About Brent Paterson

For over 23 years I have been helping clients make smart choices with their money so they can build wealth and maintain financial security while navigating the obstacles that life presents to all of us.

I graduated from the University of Regina in 1993 with a Bachelor of Arts degree and I also attained the Certified Financial Planner (CFP) designation in 2001, which is the pre-eminent accreditation for financial planners. I have continued my education by earning professional certifications along the way. I am licensed for securities in Alberta and Saskatchewan and for life insurance and disability insurance I am licensed in Saskatchewan and British Columbia.

“Individual commitment to a group effort—that is what makes a team work, a company work, a society work, a civilization work.” 
- Vince Lombardi