Patrick Buscar Wealth Management
Our team is focused on helping clients in the Greater Toronto Area preserve, grow and make the most of their wealth. We specialize in investment planning, tax and estate planning, business and succession planning, and charitable giving. We look forward to putting that expertise to work for you.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 35 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Investment planning
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
What our clients say
Guidance you can trust, expertise you can count on
Patrick has been my financial advisor for 5+ years. He is knowledgeable in his field. Emails are replied to usually within the same day. It is a pleasure working with Patrick to manage my retirement portfolio.
D.L., client since 2019
Experience the peace of mind that comes with expert financial planning
Patrick has been an outstanding financial advisor. He is not only highly knowledgeable but also incredibly patient, taking the time to thoroughly explain every detail and guide me through the decision-making process. His expertise and helpful approach have made managing my finances much easier. I highly recommend him!
K.K., client since 2023
Support through every milestone in life
We were introduced to Patrick by a friend around 5-6 years back and since then we are worriless about our financial planning. Patrick is an amazing person, great financial planner, and a book of knowledge. He has so many ideas depending on what you need, which all comes through experience. On top of all of this, we see each other as a good friends. We are so happy and content working with him and we know are in safe hands for all of our financial needs. He is just one text/email away for all of your queries and he works closely with you in decision making, guiding you in the best way possible with a plethora of knowledge. I highly recommend Patrick for any financial and portfolio planning.
R.A., client since 2021
Navigating retirement with confidence
Patrick took the time to understand our unique financial goals and concerns as we were transitioning into retirement. His ability to explain complex financial concepts in a way that we could easily understand was helpful. With Patrick's guidance, we navigated the process of diversifying our portfolio to align with our aspirations, including traveling, renovating our ancestral home, and securing our life savings to avoid burdening our children. His ability to balance risk and reward helped us feel secure in our financial decisions, even during uncertain market conditions. We wholeheartedly recommend Patrick to anyone seeking a knowledgeable and trustworthy financial advisor.
M.G. & N.G., clients since 2019
Personalized financial guidance for a growing family
From day one, Patrick understood our unique financial situation and aspirations. With a growing family, he listened attentively to our concerns and provided a clear path to achieve our goals. What set Patrick apart was his personalized approach. He tailored his recommendations to our specific needs as a young family, considering our short-term needs, long-term goals, and the financial well-being of our children. With his guidance, we created a comprehensive financial plan that gave us peace of mind. Thanks to Patrick's guidance, we now have a solid financial foundation for our family's future. Whether it's saving for our children's education, buying a home, or planning for retirement, we have confidence in our financial decisions. We highly recommend Patrick as an expert financial advisor. His prompt responses and genuine care made us feel valued, knowing he had our best interests at heart.
R.L & M.L., clients since 2005
A personal approach to professional financial planning
Patrick has been taking care of my financial planning since 2008, and I couldn’t be happier with the support I’ve received. He helped me save up for a down payment on my first home, which I was able to buy when I got married. That was a huge milestone for me! Over the past few years, he’s been handling my retirement planning, and I feel confident knowing he’s got my back. His advice is always solid, and he really takes the time to understand what’s important to me. If you’re looking for a financial planner who’s reliable, knowledgeable, and easy to work with, I definitely recommend Patrick.
M.L., client since 2008
Your financial future in trusted hands
Patrick is a very personable and professional financial planner. He explains everything clearly and concisely thanks to his understanding and knowledge of the market. He thrives to meet clients' goals, while also remaining realistic. His response times and check-ins are essential to ensuring his clients needs are being met.
J.F., client since 2021
Years of dedication, expertise, and client care you can rely on
Patrick Buscar has been our financial advisor for several years. During that time, we have found him to be knowledgeable, interested in our concerns and available when we need him to discuss our plans. It has been a pleasure to have Patrick’s expertise to count on.
M.K. & R.K., clients since 2017