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Patricia Chartrand

Patricia Chartrand

Senior Trust Advisor

Our specialist in estate and trust planning, Patricia helps clients structure their wills and trusts for the best possible outcomes.


  • 24+ years of industry experience, including 2 years with Raymond James
  • IFC, currently working towards TEP
  • B.A. in Economics and Political Science, University of Prince Edward Island
  • Did you know: Patricia loves to renovate homes and is the go-to person for tools.