Meet our Team

Patrick Sager, CFP, CLU, EPC

Senior Financial Planner
Certified Financial Planner

Ph: 403.753.0020
Fax: 403.753.0021

Operating from the Southern Alberta community of Blairmore, nestled in the beautiful Crowsnest Pass, Patrick Sager is a CERTIFIED FINANCIAL PLANNER with an Elder Planning Counselor (EPC) designation from the Canadian Initiative for Elder Planning Studies (CIEPS).

Since 1974 Patrick has been providing comprehensive Wealth Management solutions for his clients. He has successfully guided his clients through several economic and financial market crashes and corrections. In just his second year in the financial services business, he was named “Man of the Year” for the Canadian division of a U.S. based financial advisory firm. Since then he has received numerous awards for outstanding client service and advice.

He works in conjunction with our team of CERTIFIED FINANCIAL PLANNERs and legal, accounting and estate planning professionals, to meet the needs of high-net worth individuals, successful professionals, business owners and retirees who are serious about their financial future. His experience in Elder Planning Studies gives him additional ability to assist elderly clients deal with their specialized needs.

Patrick is a well-known lecturer at a local college and has been instrumental in improving the quality of life for hundreds of Canadians 

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©2012 Investment Planning Counsel ~ Last updated: Dec 7, 2011 at 11:50 AM ~ Privacy ~ Legal ~ Accessibility

Disclaimer: The information contained herein is for AB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.