Congratulations on the new acquisition by our financial services firm

Montreal, August 1, 2023.

Following the announcement of Mr. Jean Lan's retirement, Patrick Joseph Financial Services is pleased to announce that they will be taking over the management of his segregated funds clientele. The transition, which commences today, will allow Mr. Lan's current clients to meet with Mr. Joseph in the coming weeks.

"After a long career in financial services, it was important for me to find a quality firm that could take care of my numerous clients just as I have done over the years, with the same energy and attention. Among the many competent and diligent advisors, I chose Patrick Joseph and his team because he demonstrated that we share the same business values. I have no doubt that he will take care of each of my clients and advise them according to their needs and ambitions." - Jean Lan

"We are honored and proud that Jean has chosen us to continue serving his clientele. With gratitude, we are starting the task right away to meet them, understand their needs, and ultimately, provide professional support in realizing their financial strategies." - Patrick Joseph

For any information, please contact Patrick Joseph!

(514) 984-7508

patrick@patrickjosephservicesfinanciers.com

info@patrickjosephservicesfinanciers.com