On February 1st, 2024, Patrick Senior, Financial Advisor, joined Assante Financial Management Ltd. and has joined alongside Gord Schakelaar, Senior Financial Planning Advisor, and Nathan Jenner, Financial Advisor.
At the core of Patrick’s professional mission lies a deep-seated dedication to fostering genuine connections, nurturing trust, and leveraging expertise to empower clients on their financial journeys. As a seasoned financial advisor with over ten years of experience in banking, insurance, mortgage advising, small business credit planning, and investing, he brings a wealth of experience and knowledge, particularly in retirement planning and the nuanced art of decumulating retirement assets.
Patrick’s mission is to establish authentic relationships built on trust and respect and provide clients with the insights and strategies needed to navigate retirement planning, reach their goals, and decumulate assets confidently.
Additionally, he seeks to build enduring relationships beyond financial strategies by prioritizing transparent communication and collaboration. Values that chart a course toward financial freedom, security, and fulfillment—grounded in trust, integrity, and a commitment to achieving client goals and aspirations.
With a firm belief in the transformative power of trust and relationship-building, Patrick is honoured to serve as a trusted advisor and partner as clients navigate the complexities of retirement planning and beyond. Together, clients
can transform dreams into legacies that endure for generations. He looks forward to continuing to offer wealth management services throughout the Huntsville region.
Patrick Senior, Financial Advisor at Assante Financial Management Ltd.
Email: psenior@assante.com C: 226-228-4609 O: 705-789-7940
395 Centre Street North – Suite #300 Huntsville ON P1H 2P9
