Patrick Bellmore
Patrick Bellmore
Portfolio Manager
Toronto, Ontario
About Patrick
Patrick graduated from the University of Notre Dame in 1997 and obtained his Chartered Investment Manager (CIM) designation in 2015.
With over 15 years experience in the financial industry, Patrick focuses on all sectors with particular experience in alternative assets. He has an extensive network of clients and industry contacts having worked in Institutional Equity and High Net Worth Advisory roles at a Merchant bank and leading boutique Investment dealers in Canada, and is well positioned to further grow a holistic Wealth Management Platform at Optimize Wealth.
Patrick enjoys (mostly) chasing around his 7 year old son and playing tennis, golf and skiing when it allows him.
The Patrick Bellmore Value Add
Patrick provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. At Optimize, Patrick works alongside an experienced team of Licensed Optimize Representatives to help clients achieve their desired long-term financial and investment goals.
The cornerstone of his service rests in effectively matching his clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. Patrick measures his success by how well he has helped his clients achieve their specific goals and objectives.
Patrick's Approach to Wealth Management
Optimizing your investments is an important step to achieving your financial goals but realize that it is just one step in a much longer journey. Patrick, along with a Licensed Optimize Representative, will focus on looking at the complete picture as it relates to your particular situation. They begin this process by listening intently to your specific goals and objectives. They then analyze every aspect of your situation such as your investments, mortgage and other debt, will, insurance, company plan, and tax preparation needs.
Once they have completed their analysis, they together will then design you a coordinated strategy to achieve all of your particular goals and objectives. In order to provide you with a better sense of just how much value they could bring to you and your family, the range of services offered through Patrick and a Licensed Optimize Representative are outlined in detail below.
- Financial Planning
- Investments*
- Will & Estate Planning
- Loans & Mortgages
- Insurance Solutions**
As a Senior Portfolio Manager, Patrick helps coordinate your financial plan by organizing the strategy into efficient steps toward your goals. Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals.
*Investment Advice is only offered through a licensed Optimize Representative
**Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba
Contact
patrick.bellmore@optimize.ca
647-986-5744
Office Location