Patty Strowbridge
About Patty Strowbridge
Patty Strowbridge is a Mortgage Planning Specialist at IG Wealth Management, where she has worked since 2012. With a background in finance and extensive experience in mortgage services, she offers tailored mortgage options and holistic financial planning to clients across Canada.
Work at IG Wealth Management
Patty Strowbridge has been a Mortgage Planning Specialist at IG Wealth Management since 2012. In this role, she collaborates with a network of over 2,500 consultants to provide tailored mortgage options to clients across Canada. Her focus is on delivering high-level customer service, ensuring that clients receive personalized mortgage solutions that meet their financial needs. Strowbridge's extensive experience in the mortgage industry enhances her ability to serve nearly one million Canadians effectively.
Previous Experience in Mortgage Services
Prior to her current role, Patty Strowbridge worked as a Mortgage Agent at Finder Financial Services Ltd. from 2009 to 2012. During her three years in this position, she gained valuable experience in the mortgage sector while based in the Vancouver, Canada area. Additionally, she served as a Business Development Manager at Sutton Member Program during the same period, further developing her skills in client relations and business growth.
Education and Expertise
Patty Strowbridge holds the Accredited Mortgage Professional (AMP) designation, which is licensed by the Financial Institutions Commission of Canada. She studied Finance at The University of British Columbia, completing her Mortgage Broker Course from 2010 to 2011. Strowbridge also earned a Bachelor of Arts in International Studies with a major in European Studies from De La Salle University. Her educational background supports her expertise in providing comprehensive mortgage planning services.
Holistic Financial Planning Services
In her role as a Mortgage Planning Specialist, Patty Strowbridge offers holistic financial planning services. These services encompass various aspects of financial management, including tax planning, cash flow and debt management, and investment management. This comprehensive approach allows her to address the diverse financial needs of her clients, ensuring they receive well-rounded support in their financial journeys.
Client Recognition and Values
Patty Strowbridge has been recognized by clients for her expertise, good value, and punctuality. These attributes reflect her commitment to providing quality service in the mortgage planning sector. Her focus on client satisfaction and tailored solutions has contributed to her reputation as a reliable professional in the financial services industry.