Our Approach ... Practical Wisdom & Collaboration
Pat Soulliere’s experience and expertise has cultivated long-lasting relationships in the industry. As a leader in complex insurance and investment strategies for high net worth multi-generational families and individuals, Pat leverages her skills and the talents of other experts to design wealth strategies. She has a proven ability to address complex issues while providing peace of mind and positively impacting families for generations to come.
Canadians face their own unique challenges, and we are honored that our clients entrust us with their financial portfolio. It all starts with a conversation. We want to understand what is important to you, whether you want to plan for one goal or design a holistic long-term plan. We want to know what you want out of your relationship with us. It is our belief that open communication is the key to building and sustaining relationships. We welcome your calls and questions.
We surround ourselves with some of the best minds in the industry and partner with companies that share our values and investment philosophy. We strongly believe in fostering a culture of continuous learning and strive to enhance the value we deliver. We are committed to growth in this ever-changing industry.
Our clients are the reason we are here. As an independent firm we work for our clients, not for a bank or insurance company. We have a broad shelf of products and services to choose from which enables us to deliver a diversified plan not only with respect to the assets but also the products and companies that supply them.
Soulliere Financial is committed to earning your business. We provide a uniquely personalized and highly professional client experience.