Your investments tell the story of your future. At Patterson & Associates Private Wealth Management, we create clear, purposeful strategies that connect every decision to your bigger financial picture. As a Victoria investment advisor, we help business owners and high-net-worth families build portfolios that grow wealth strategically while aligning with personal goals, tax planning, and estate considerations. Our approach combines structure with flexibility, ensuring your investments evolve alongside your life.
Investment planning built around your goals
Effective investment planning begins with understanding what matters most to you. Are you building retirement income, preparing to sell a business, or looking to pass wealth efficiently to the next generation? We start by listening—learning about your values, priorities, and tolerance for risk. From there, we develop a tailored investment plan that balances growth with stability.
Tax-smart investing and cash efficiency
Taxes can quietly erode returns if not managed intentionally. Our expertise as a Victoria investment advisor includes integrating tax-efficient strategies such as corporate-class investments, income splitting, and strategic withdrawals from registered and non-registered accounts. For incorporated clients, we focus on extracting cash from the business tax-efficiently, ensuring every dollar is working harder toward your wealth goals. Our process is transparent, proactive, and deeply informed by years of experience helping business owners coordinate personal and corporate investment strategies.
The power of diversification and alternative investments
True diversification goes beyond public markets. We incorporate alternative investments for high-net-worth clients—including private equity, real estate, and infrastructure—to strengthen portfolios and reduce volatility. These opportunities open new avenues for growth, helping clients capture returns from sectors that often move independently of traditional stocks and bonds. Every recommendation is carefully evaluated for fit, purpose, and alignment with your long-term plan.
Investments that reflect your values
For many clients, wealth isn’t just about returns—it’s about impact. We help clients integrate sustainable and socially responsible investments that align with their principles, whether through ESG-focused portfolios or impact-driven alternatives. These options let your money contribute to meaningful progress while maintaining competitive performance and long-term growth potential.