Patrick McGuire, CFP, CLU, CH.F.C.




We provide personalized service and innovative financial solutions to our clients… for a lifetime.

 

About



Specializing in the areas of retirement and estate income planning, Patrick McGuire has been serving clients and their families since 1985. As a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (CH.F.C.), Pat is committed to providing financial planning advice with the highest degree of professionalism.

This dedication has earned Pat the distinguished honour of qualifying member of Top of the Table of the Million Dollar Round Table, reserved for the elite in the life insurance-based financial services profession.

Pat is a platinum member of CAIFA, Canadian Association of Insurance and Financial Advisors. Pat is also a member of CALU the Conference of Advanced Life Underwriting. CALU's primary concern is legislation and regulation affecting the advanced life underwriter and his/her clients. www.calu.com.

An Abbotsford resident since 1957, Pat has a strong foundation in community involvement. Charities and youth are of particular interest to Pat. Currently Pat is Chairperson for the Canadian Association of Gift Planners - Fraser Valley Round Table.

McGuire Financial Services Ltd. is a supporting member of Leave A Legacy British Columbia. Leave A Legacy is a community-based public awareness campaign that encourages people from all walks of life to make gifts from their estates to the not-for-profit organizations of their choice.



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