Patrick Barkwell Email

Wealth Advisor @ Silverberg Group

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Patrick Barkwell's Location

Calgary, AB, CA

Patrick Barkwell's Work

Wealth Advisor @ Silverberg Group
Director @ Barkwell Wealth & Estate Services Ltd.
Director @ Nutri-Go Ltd.

Member @ Conceptuality Inc.
Member @ Estate Planning Council of Calgary
Financial Advisor @ Hop Estate Planning Partners
Investment Representative @ Quadrus Investment Services

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Patrick Barkwell's Education

Canadian Securities Institute
Advanced Estate & Trust Strategy Certification (Estate Planning)
2012 - 2012
Canadian Securities Institute
Professional Financial Planning Course (PFPC)
2009 - 2010
London Life
Life License Qualification Program (LLQP)
2008 - 2008

The Investment Funds Institute of Canada
Investment Funds in Canada (IFIC) (Investment Funds)
2008 - 2008
Canadian Securities Institute
Canadian Securities Course (Financial Planning)
2007 - 2008

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Patrick Barkwell's Skills

Risk Management
Investments
Strategic Financial Planning

Estate Planning
Financial Advisory
Mutual Funds
Employee Benefits
Personal Finance
Small Business
Finance

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Patrick Barkwell's Summary

Patrick Barkwell, based in Calgary, AB, CA, is currently a Wealth Advisor at Silverberg Group, bringing experience from previous roles at Barkwell Wealth & Estate Services Ltd., Nutri-Go Ltd., Conference for Advanced Life Underwriting and Estate Planning Council of Calgary. Patrick Barkwell holds a 2012 - 2012 Advanced Estate & Trust Strategy Certification in Estate Planning @ Canadian Securities Institute. With a robust skill set that includes Risk Management, Investments, Strategic Financial Planning, Estate Planning, Financial Advisory and more, Patrick Barkwell contributes valuable insights to the industry. Patrick Barkwell has 2 emails on RocketReach.