At Patterson & Associates Private Wealth Management, our clients are entrepreneurs, business owners, and families who work hard, value simplicity, and want a financial plan that fits their life.
Based in Victoria and serving Vancouver and the Lower Mainland, we bring a unique blend of technical expertise and practical insight to every conversation.
Our financial planning approach is grounded in listening first and tailoring each strategy to reflect what matters most to you, your business, and your family.
Financial advisor for construction companies, developers, and blue-collar business owners
For business owners across construction, trades, and development, financial planning is about protecting decades of effort and turning hard work into long-term security. We specialize in helping incorporated business owners extract cash tax-efficiently, manage retained earnings, and plan successions that keep businesses—and families—strong for generations.
Whether you’re scaling your company, preparing to sell, or bringing in the next generation, we create strategies that connect today’s work to tomorrow’s wealth.
Financial advisor for architects and engineering firms
Architects and engineers build with precision and purpose—and your financial plan should, too. As a corporate and succession planning specialist, we help professional firms structure income, trusts, and ownership transitions with care and clarity.
Our role is to coordinate every moving part—from investments and cash flow to estate and tax planning—so that your plan supports both professional and personal success.
Financial advisor for incorporated professionals
As you’ve moved up the corporate ladder, the complexity of your financial situation — which might now include holdings in various pension plans, short- and long-term stock incentives, and taxable benefits — has likely increased in step. So has the complexity of your tax return. We specialize in tackling complexity to provide a clear path to a comfortable retirement and attain your other financial goals. Our team, backed by regional and head office experts, can show you the way.
Financial advisor for pre-retirees and retirees
Retirement is a milestone that comes with both opportunity and complexity. We help pre-retirees and retirees make confident decisions about when and how to transition from accumulation to income. With a focus on tax-efficient withdrawals, intergenerational planning, and lifestyle continuity, we ensure your retirement years are backed by clarity and security.
Our proactive communication style means you’ll always know where things stand, why changes are made, and how your plan adapts as life evolves. Clients appreciate the steady guidance and transparent process that turn uncertainty into calm assurance.