Pat Magliaro, CFP, CCSCertified Financial Planner®
Pat Magliaro is a Certified Financial Planner (CFP®) with 25+ years of experience working with individuals, families and small businesses to help them reach their financial objectives.
Pat is passionate about working with his clients to pursue their goals and achieve their dreams. He has always placed his client’s financial interest before his own. Integrity is what he is known for. As a financial planner, he insists on being candid when helping his clients understand and develop their financial priorities. He asks pointed questions and takes the time to get to know his clients in order to serve them to the best of his ability.
Providing his clients with the guidance and support needed, Pat goes far beyond just picking investments or life insurance. He is completely client focused, taking into consideration the person, their current situation, family obligations, lifestyle, their stage of life and personal circumstances.
Pat is a member of the Financial Planning Standards Council of Canada (FPSC) and of Advocis. The FPSC develops, promotes and enforces professional standards for financial planners. They provide the CFP certification programs and award the designation. Advocis is the Financial Advisors Association of Canada, providing a platform of knowledge, advocacy, community and protection enhancing the professionalism of financial advisors and planners in the best interests of the consumer. Pat closely follows the six-step planning process as outlined by both groups. He enjoys attending conferences and professional development sessions in order to stay current and at the top in his field.
Pat lives in London with Trisha, his wife, their children, Devin and Faith, and the family dog, Nate. As a family they lead an active lifestyle. Traveling, both for professional development and for leisure, top the list of favourite things to do. He also enjoys reading, live music, a good barbeque, and especially spending quality time with family and close friends. One day... hopefully soon... Pat looks forward to being able to squeeze in the odd round of golf again.
Insurance through Magliaro Financial Planning Group Inc.