Meredith Milbury CIFC, LLQP
Associate Consultant
Meredith is a dedicated Associate Consultant with Patterson & Associates Private Wealth Management. She began her career as an assistant and has since earned both her Canadian Investment Funds license and Insurance license, reflecting her commitment to continuous professional development.
With a strong foundation in trade processing and account administration, Mere is now transitioning into a client servicing role. She is passionate about delivering exceptional service and ensuring clients feel supported and informed in today’s dynamic investment landscape. Her attention to detail and client-first mindset make her an invaluable part of the team.