Patrick Caffrey Email
Financial Advisor, Tax Planning @ Raymond James Ltd.
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Patrick Caffrey Location
- Vancouver, BC, CA
Patrick Caffrey Work
- Financial Advisor, Tax Planning @ (April 2025 - Present)
- Member of Economic Advisory Committee @ (January 2018 - Present)
- Partner, Tax Planning | Financial Advisor @ (June 2021 - March 2025)
- Associate Vice President @ (March 2019 - May 2021)
- Senior Manager, Tax and Client Reporting @ (June 2012 - February 2019)
- Treasurer @ Tennis BC (January 2014 - September 2018)
- Manager @ (November 2009 - May 2012)
- Senior Associate @ (September 2007 - November 2009)
Patrick Caffrey Education
- Canadian Institute of Chartered Accountants
In-Depth Tax Course Parts I, II, and III (Taxation)
2011-2014 - The University of British Columbia
Bachelor of Commerce (BCom) (Accounting)
2003-2007
Patrick Caffrey Summary
- Patrick Caffrey, based in Vancouver, BC, CA, is currently a Financial Advisor, Tax Planning at Raymond James Ltd.. Patrick Caffrey brings experience from previous roles at City of Richmond, LT Wealth Management Partners | Raymond James Ltd. and Raymond James Ltd.. Patrick Caffrey holds a 2011 - 2014 In-Depth Tax Course Parts I, II, and III in Taxation @ Canadian Institute of Chartered Accountants. Patrick Caffrey has 1 emails on RocketReach.
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