Head of Financial Modelling and Client Support

Personal Interests:
Petrie is a passionate lifelong learner with a keen interest in reading biographies, gaining inspiration from the lives of remarkable individuals. Committed to a fitness-focused and healthy lifestyle, he prioritizes well-being through regular exercise and mindful habits. Beyond personal growth, he cherishes traveling with family, embracing new cultures and creating unforgettable experiences together. Whether exploring new destinations, staying active, or diving into the stories of great minds, Petrie thrives on a balanced and enriching life.
How you got into your field/started working together with PanFinancial:
Migrating from management consulting, I was looking for new challenges in the financial spaceāa field that has always intrigued me with its dynamic opportunities. PanFinancial had a clear need for financial modeling, a passion and skillset I have long enjoyed implementing. The opportunity to apply my expertise in a meaningful way, while also meeting new people and fostering lasting relationships, made the transition a natural fit. It has been an exciting journey combining analytical problem-solving with relationship-building to drive impactful financial solutions.
Years of Experience:
Petrie has over 15 years of experience across multiple business sectors.
PanFinancial is a wealth management firm that provides estate planning strategies for Canadians.