Patrick Minor

Financial Advisor
Life Insurance Advisor

patrick@oaktreemilverton.com
(519) 595-3388

Patrick joined the business the guidance of Jim Leis, the founder of Oak Tree Milverton, who mentored him until his retirement. Equipped with a foundation in business from his previous diploma, Patrick dedicated himself to furthering his education, ultimately obtaining full licensure in both Mutual Funds and Life insurance products.

His unwavering commitment to the community where Oak Tree Milverton thrives is evident through diligent efforts. Engaging in volunteer work, active participation in community events, and spearheading fundraising initiatives, Patrick has consistently invested in the well-being of the local area.

Aligned with Jim's principles, Patrick has diligently worked to fortify the business. Following a philosophy of focused and disciplined investments, he tailors strategies to match each client's risk tolerance. Collaborating with adept portfolio managers, Patrick strives to realize the unique goals of every client, ensuring a steadfast approach to financial success.

COMMUNITY INVOLVEMENT

  • Member, Milverton Lion’s Club

  • Member, Perth East Public Library Board

  • Member, Milverton Business Association

  • Sponsor, G2G Trail

  • Sponsor, Great Lakes Ride

““In my view, investing is actively working towards things we would like to see happen, whether that’s providing for our children’s education, retiring comfortably, taking care of our parents, or making sure there is something to pass to future generations.””
— Jim Leis, Founder, Oak Tree Milverton

Patrick Minor is a financial advisor attached to PEAK Investment Services Inc. PEAK Investment Services Inc. is a mutual fund dealer that is registered with the Autorité de marchés financiers du Québec and the Mutual Fund Dealers Association of Canada. PEAK Investment Services Inc.’s activities involve investment products, such as mutual funds and exchange-traded funds. The MFDA Investor Protection Corporation protects clients of PEAK Investment Services Inc. who are under its jurisdiction against the loss of property held in client accounts due to the firm's insolvency. Please see http://mfda.ca/mfda-investor-protection-corporation/ for more details.