Patrick Smith

Patrick focuses on the intricate mechanics of private wealth, helping entrepreneurs, executives, and multi-generational families integrate their tax, corporate, and estate structures into a coherent long-term strategy. For clients managing complex holding companies, business sales, or generational wealth transfers, he considers investment decisions alongside the tax and legal realities that govern them.

With more than two decades of experience spanning public accounting, cross-border tax, and trust advisory, Patrick holds the Chartered Professional Accountant (CPA), Trust and Estate Practitioner (TEP), and Chartered Investment Manager (CIM^MD) designations. He completed CPA Canada’s In-Depth Tax Program and frequently collaborates with clients’ external legal and accounting teams, creating an aligned advisory circle that helps identify costly oversights and preserve family capital.

Calm and analytical, Patrick approaches complex decisions by asking the questions others miss: what trade-offs are being accepted, where the hidden liabilities lie, and how to preserve options for tomorrow. His guidance is designed to provide clients with a vital margin of safety.