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With over four decades of experience building wealth through insurance and protected investments, Pat Soulliere, founder of the Soulliere Financial Group, has now joined forces with Stewart Fisher Financial, playing a vital role in shaping our joint vision and success. Pat specializes in assisting business owners and professionals with their legacy needs, wealth management, and estate preservation. Her stellar reputation and deep understanding of the financial industry allow her to effectively connect with clients, matching them with the most suitable specialists within our firm.
She also focuses on community engagement and client acquisition. Pat has achieved numerous industry milestones, including Life and Qualifying Member of the Million Dollar Round Table and Top of the Table. She has served on local, national, and global boards and addressed international audiences. Her dedication to her family and her clients makes her an invaluable asset to our firm.
The information provided on this website is for informational purposes only and should not be considered an offer or solicitation to buy or sell securities, financial products, or services. Stewart Fisher Financial makes no representations or warranties, express or implied, regarding the accuracy, completeness, or reliability of the information on this site.
Advisory services are available only in provinces where our individual representatives are registered. Products or services provided by third parties are independent of Stewart Fisher Financial and are not monitored or endorsed by the firm.
Investment Representatives include Richard Paliani, Nick Giovannetti, Larry Hoekstra and Phil Danelon who offer mutual funds through Quadrus Investment Services Ltd. Investments in mutual funds are subject to various fees and expenses, and their values can fluctuate. Please review the prospectus carefully before investing, as past performance is not indicative of future results.
Insurance, segregated funds and related financial products & services are offered separately through Stewart Fisher Financial as independent agents. For further information, please reach out to your advisor directly.
Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.
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