Patrick Rae & Associates

Meet The Team

Patrick Rae, BA B.ED, CIM
Patrick Rae began his career as an Investment Advisor with RBC Dominion Securities in 1997. Today Patrick is licensed Portfolio Manager and Vice-President, both designations that recognize his commitment and dedication to his clients and the firm. Demonstrating the qualities of the very best Portfolio Managers in the industry, these exclusive titles serve as a reflection of his status in the firm. He has also been honoured with membership in RBC Dominion Securities' prestigious Executive and Directors Council since 2006. Patrick has built an outstanding team that is committed to providing personalized service, prudent investment counsel and comprehensive wealth management solutions.

John D. Klassen, B.A.

John recently relocated to Dominion Securities from TD Waterhouse, were he served as an Associate Investment Advisor for 2 years. John is a graduate of the University of Manitoba and St. Paul’s High School. John is furthering his knowledge of the financial services industry by pursuing his Certified Investment Management certificate, offered through the Canadian Securities Institute. John enjoys spending time with his fiancé Nicole and dog Oscar.

Intermediaries and Alliances
Patrick Rae & Associates has extended its borders by including alliances with expert professionals who share their vision for service excellence. These individuals and groups are interested in synchronizing your Tax, Banking and Legal needs in order to complete your financial picture. Our association with these professionals, however, is not exclusive. We are open to working with your existing professionals if you feel they meet our high expectations for client service.

Jeff Schultz, Financial Planner

Jeff is an accredited Financial Planner and has over 20 years experience working in financial services. Focusing on financial planning for high net worth families, Jeff will help with the coordination of your investments, insurance and estate strategies to your financial plan. The financial planning process creates a risk free environment to gather information to help you make an informed decision.

James Kopp, Estate Planning Specialist

James Kopp is a valuable member of our team, helping you create and preserve your wealth. James employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help you achieve your wealth management objectives. For more complicated situations, James will partner with your other professional advisors in the development of appropriate solutions.