Patrick was born and raised in a suburb of Vancouver. He has a passion for Real Estate, Aviation, History and Hockey. At a young age, Patrick came to the conclusion that in order to create wealth you need to invest in either investments or real estate. Surely investing into a combination of both could offer the stability of real estate and the liquidity option of investments.
Patrick continues to educate himself on all aspects of the financial services industry. Completing the following.
- Exempt Market Products CE
- Segregated Funds CE
- Leveraging For Investments CE
- Tax Efficient Fund Investing CE
- Officers Partners Directors CE
- Ethics Exempt Market Dealer Reps. CE
- Anti Money Laundering Course
Registered with Robson Capital Partner EMD
Anna is an Account Executive dedicated to creating an excellent customer experience.
Anna moved to Canada from Ukraine in 2011 with her family. After finishing high school in Alberta, she left to Vancouver to study at Sauder School of Business in University of British Columbia. Anna is actively involved in the community of her university, participating in various Commerce Undergraduate Society clubs, as well as being a member of an Alpha Phi sorority.
Outside of work Anna has a wide range of interests including hiking, cooking, working out, doing yoga, traveling, as well as acting and modeling.
A International student that does part time at Alpha, is fluent in both english and mandarin that can make effective communicative relationship with clients. Shawn is very keen to learn the exempt market industry.