Who We Are

For more than twenty years, Patricia Walsh has helped her clients optimize their finances to plan for retirement and to protect their families in preparation for inevitable life events.
 
Patricia specializes in insurance protection, retirement planning and estate settlement including wealth transfer from one generation to the next. She is a teacher at heart, who applies an educated, organized, and conservative approach when providing financial and investment advice.
 
A loss or change in your financial situation can turn your life upside down. Thinking ahead and preparing for the unknown is critical, so creating a solid plan for the future is always at the top of her list.
 
A long-time resident of the Durham Region she currently resides in Pickering and is a mother to two adult children, Christina, and TJ.