About

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Patrick McGarry is a 10+ year financial professional that brings a powerful combination of modern strategy, business acumen and sales growth expertise. 

Currently Patrick is the President of Patrick McGarry Advisory which specializes in the customization of company benefit plans and intergenerational wealth transfer for high-net-worth families. Previously he built a successful financial planning practice, highly focused on complex cases that required a consolidated approach of tax efficiency, investment management and estate planning. 

For the past 7 years, Patrick has been an active angel investor and is well entrenched in the Canadian start-up ecosystem. Acting as an advisor to many of his portfolio companies at all stages, he will dive in on anything from product development to strategic scaling. The start-up portfolio is sector agnostic with the thesis of disrupting all industries utilizing innovation and technology. 

As an investor in many privately held companies, it has provided Patrick with a unique perspective in treating every client as if he was a shareholder of their business. 

Patrick holds: 

CFP (Certified Financial Planner) 

CLU (Chartered Life Underwriter)  

BA in International Business from the University of Griffith in Gold Coast, Australia

Business Management diploma from Fanshawe College in London, Ontario