Patrick Carruthers, CPA, CA, CIM
Investment Advisor
Patrick Carruthers works with high-net-worth families, professionals, and business owners on investment management, tax planning, insurance solutions for their long-term wealth planning.
A CPA, CA and Chartered Investment Manager (CIM®), Patrick combines investment knowledge with advanced Canadian tax planning experience. He has completed the CPA In-Depth Tax Course and the Life License Qualification Program (LLQP).
Patrick assists clients with tax-efficient wealth planning, business succession planning, insurance strategies, along with coordinating wealth planning strategies related to the sale of businesses and real estate. His approach focuses on helping families structure, preserve, and transition wealth through personalized financial strategies tailored to their long-term goals.
He graduated from St. Francis Xavier University with a Bachelor of Business Administration with Major with Distinction in 2013. Patrick lives in Bedford, Nova Scotia with his wife and two children. In his spare time he enjoys golf, skiing, fitness, and travelling with family.
Patrick volunteers with Special Olympics Nova Scotia, the StFX Gerald Schwartz School of Business and is a supporter of the Cobequid Health Centre Foundation.