Experience

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  Global Maxfin Investments Inc.

  • St-Laurent, QC

  • Independent Dealing Representative (Mutual Funds)

    • 2003 - Present
    • St-Laurent, QC

    J.Patrick Cleary,B.Com,CFP,CLU,CHS,F.Pl. Gathering individual and corporate clients financial information and assisting in determining investment needs and objectives, and in light of such, supporting the clients with due diligence to achieve their goals such as retirement planning, tax savings, ...

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  J.Patrick Cleary,B.Com,CFP,CLU,CHS,F.Pl.

  • St-Laurent, QC

  • Financial Planner / Financial Security Advisor / Group Insurance Representative

    • 1997 - Present
    • St-Laurent, QC

    Gathering individual and corporate clients financial information and assisting in determining the life insurance, group insurance, and investment needs and objectives, and in light of such supporting the clients with due diligence to achieve their goals such as retirement planning, tax savings, c...

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  ISL Capital Management

  • Dollard-Des-Ormeaux, QC

  • Independent Dealing Representative (Mutual Funds)

    • 2001 - 2003
    • Dollard-Des-Ormeaux, QC

    J.Patrick Cleary, B.Com,RLU. Gathering individual and corporate clients financial information and assisting in determining investment needs and objectives, and in light of such, supporting the clients with due diligence to achieve their goals such as retirement planning, tax savings, childrens&#3...

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  Triglobal Capital Management Inc

  • Westmount, QC

  • Independent Dealing Representative (Mutual Funds)

    • 1997 - 2001
    • Westmount, QC

    J.Patrick Cleary, B.Com,RLU. Gathering individual and corporate clients financial information and assisting in determining investment needs and objectives, and in light of such, supporting the clients with due diligence to achieve their goals such as retirement planning, tax savings, childrens&#3...

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  Sun Life Financial

  • Montreal, QC

  • Agent

    • 1992 - 1996
    • Montreal, QC

    J.Patrick Cleary, B.Com,RLU. Gathering individual and corporate clients financial information and assisting in determining life insurance, group insurance, and investment objectives, and in light of such, supporting the clients with due diligence to achieve their goals such as retirement plannin...

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  J.Patrick Cleary, B.Com

  • Montreal, Quebec

  • Self-Employed Management / Accounting Consultant

    • 1985 - 1992
    • Montreal, Quebec

    Providing c.a. firms with per diem services including: preparing complete files pertaining to audits, review engagements, and notices to readers.Providing services to small private corporations including: annual and monthly financial statements with supporting journals, cash flow analyses and pro...

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  B.C. Comfort Air Conditioning Ltd.

  • Burnaby, BC

  • Controller

    • 1983 - 1984
    • Burnaby, BC

    HVAC Contractor - Commercial / Residential Construction and Service.J.Patrick Cleary, B.Com. Duties and responsibilities included: providing timely and accurate monthly financial statements, dealing with various financial institutions for both current and long-term banking purposes, continual rev...

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  Voth Brothers Construction Ltd

  • Abbotsford,BC

  • Chief Accountant

    • 1982 - 1983
    • Abbotsford,BC

    General Contractor - Sales Ranked 23rd in Canada for General ContractorsJ.Patrick Cleary, B.Com. Duties and responsibilities included: supervising and coordinating activities of the accounting staff - especially in the areas of accounts payable, accounts receivable, billings, job costing, payroll...

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  PwC

  • Vancouver,BC

  • Auditor / Staff Accountant

    • 1979 - 1982
    • Vancouver,BC

    Public Practice with One of the Worlds Four Major Accounting Firms Known as Price Waterhouse.J.Patrick Cleary, B.Com. Duties and responsibilities as an in-training accountant included: performed auditing, taxation, and client accounting functions with small, medium and large sized owner managed c...

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  KPMG Canada

  • Vancouver,BC

  • Auditor / Staff Accountant

    • 1976 - 1977
    • Vancouver,BC

    Public Practice with One of the Worlds Four Major Accounting FirmsJ.Patrick Cleary, Sc.Dip. Duties and responsibilities as an in-training accountant included: performed auditing, taxation, and client accounting functions with both major public/crown corporations and small to medium sized owner ma...

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  Fitzpatrick Construction Limited

  • Montreal, QC & Saint John, NB

  • General Labour, then as a Rodman with hands-on transit and level training

    • 1967 - 1974
    • Montreal, QC & Saint John, NB

    Summer employment with General Contractor from 1967 to 1974: After 1st year CEGEP Engineering at Loyola College particularly enjoyed assisting the field surveyor/engineer in the capacity of rodman with hands-on transit and level instrument use and training on a project of Marine Construction-C.N...