The Wealth Designers announces overseas expansion

The Wealth Designers has announced the appointment of Patrick Canion, a financial adviser and former owner and chief executive officer of ipac Western Australia, in a move that will see the firm expand its services to multiple European countries.

On his LinkedIn page, the chief executive of The Wealth Designers, Troy MacMillan, said: “Patrick is based in Geneva and will not only represent The Wealth Designers in Switzerland, the EU, and the UK, but will be able to offer our sophisticated investors with business interests and investments here ‘on-the-ground’ expert guidance from the heart of Switzerland”.

“We’re so thrilled to have an adviser of Patrick’s calibre join our team. Not only was his former firm crowned the inaugural Professional Practice of the Year by the Financial Planning Association, Patrick is also renowned in the industry for his expertise in providing independent expert witness reports and for having impressive corporate governance experience in not-for-profit, private, and public companies,” Mr MacMillan said.

“This aside, he shares our ethos of helping clients to #livewell, both now and in the future, and is an all-round great guy who builds warm, authentic relationships, delivering a truly positive experience for all clients.”

Mr Canion also took to his LinkedIn page to celebrate the appointment.

He revealed that for some time now, he had been looking for “the right firm in Australia to partner with”.

Mr Canion’s goal is to “deliver financial advice to sophisticated Australian investors with particular business interests in Switzerland, the EU and the UK”.

“Our new alliance will see me representing The Wealth Designers in Switzerland, the EU and the UK, servicing HNW [high-net-worth] clients with specialised interests here and in Australia.”

“Dealing with cross-jurisdictional issues is an increasing focus for investors with international perspectives. The firm’s offerings are set to grow and widen with a Swiss base, and I’m excited to bring all the experience and insights from my ‘on-the-ground’ work here,” Mr Canion said.

Based in Perth, The Wealth Designers operate under the motto: “We are driven to help all Australians to live well, both now and in the future”.