About
Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.
Patkai & Son Financial Services Inc.
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Phone: (902) 894-8513
Email: patkai.son.fin.serv@sunlife.com
Address: 184 Buchanan Drive,, Charlottetown, PE, C1E 2H8 Canada
Evan Patkai
Whether you’re thinking about your family, home, career, health or retirement –or any combination of these –we’ve got helpful advice and solutions to help you live a brighter, more financially secure and healthier life. I’ll work with you to help you discover the best strategy to meet your needs. We’ll work together to understand your financial goals, prepare for the unexpected and take advantage of new opportunities –throughout your life.
Job Title: Advisor, Sun Life, BBA
Languages spoken: English
Phone: (902) 894-8513 ext. 222
Email: evan.patkai@sunlife.com
Paula Squarebriggs
As an Associate advisor, it is my pleasure to discuss your life insurance, health insurance and wealth investment opportunities. Let's talk!
Job Title: Associate Advisor, Sun Life, CHS™
Languages spoken: English
Phone: (902) 894-8513 ext. 253
Charles Curtis
Job Title: Associate Advisor, Sun Life
Languages spoken: English
Phone: (902) 894-8513 ext. 228
Email: charles.curtis@sunlife.com
Jenna Patkai
Job Title: Executive Administrative Assistant
Languages spoken: English
Phone: (902) 894-8513 ext. 208
Email: jenna.patkai@sunlife.com
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