Patricia Walsh

Investment Advisor

For more than twenty years, Patricia Walsh has helped her clients organize their finances to plan for retirement and to protect their families in preparation for inevitable life events.

 

Patricia specializes in insurance protection, retirement planning and estate settlement including wealth transfer from one generation to the next. She is a teacher at heart, who applies an educated, organized and conservative approach to providing financial and investment advice.

 

A loss or change in your financial situation can turn your life upside down. Thinking ahead and preparation for the unknown are critical components to how Patricia’s creates unique and individualized plans for her client’s financial health and wealth. Creating a solid plan for the future is always at the top of her list.

 

A long-time resident of the Durham Region she currently resides in Pickering and is a mother to two adult children, Christina, and TJ.