Certified Financial Planner®
Insurance Broker
Patrycja Zborowska-MacLean is a Financial Advisor and Insurance Broker helping clients on a path toward financial well-being and security. She graduated from the University of Calgary receiving her B.A in Economics and minor in Management and Society. Her interest in Financial Planning piqued after writing the Canadian Securities Course in 2012, she continued working to acquire the QAFP™,RRC®, RIS Designation, and successfully writing the CFP certification examination.
As a financial advisor, Patrycja’s main goal is to help you make well-informed decisions on what types of investments are right for you. Monitoring client’s portfolios is a priority, with regular and continued communication on clients evolving needs is a key component of her business. Her dedication is what sets her apart; listening to your concerns, sharing benefits, risks, and tax issues, and treating your financial goals with the same care and interest that she devotes to her own.
Patrycja was born in Krakow, Poland. She now resides with her husband and two children in Calgary, Alberta. Patrycja looks forward to being your trusted advisor and expert resource as you build a secure portfolio of investments.
“An investment in knowledge pays the best interest.” – Benjamin Franklin
