Architects and engineers bring precision, creativity, and vision to every project—and their financial plans should reflect the same. At Patterson & Associates Private Wealth Management, we help professional firms in Victoria, Vancouver, and across the Lower Mainland create structure, clarity, and confidence around their financial decisions. As your dedicated financial advisor for architects and engineering firms, we help you plan tax-efficiently, protect your assets, and design a seamless path from business growth to personal wealth.
Financial planning that fits your firm
Your firm’s success is built on detail and design, and so is our approach to financial planning. With deep experience working with incorporated professionals in architecture and engineering, we develop personalized strategies that align your business and personal goals. From cash-flow management to trust and succession structures, every part of the plan is designed to be practical, understandable, and adaptable to your evolving needs. We listen first and communicates clearly, so decisions always feel calm, confident, and intentional.
Corporate and succession planning for professionals
Every professional practice eventually reaches a turning point—growth, sale, or transition. We specialize in guiding architecture and engineering firms through those moments with a balance of technical precision and empathy. We help business owners extract cash tax-efficiently, assess their firm’s value, and build succession plans that preserve both financial strength and team continuity. Through IG Private Wealth Management’s advanced corporate advisory resources, We coordinate every step with accountants and legal professionals to ensure a seamless process.
Proactive service that keeps you ahead
In the world of architecture and engineering, time is your most valuable resource. Our high-touch service ensures you never lose momentum. We anticipate changes, schedule reviews before issues arise, and follow up diligently to keep your plan aligned with your goals. Every recommendation is backed by data, modeling, and clear explanations—so you always know where you stand and how each decision supports your future. Clients appreciate our reliability, availability, and the calm confidence that comes from having a trusted financial partner who’s always one step ahead.