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Patrick Canion

Patrick Canion

Head of Advice, Switzerland & Financial Planner

Patrick Canion is a Certified Financial Planner (CFP) with a Master of Applied Finance and Investment, specialising in delivering tailored financial solutions to Australian expatriates and business owners, particularly those residing in or relocating to Switzerland.

With over 35 years of experience in financial services, Patrick has developed deep expertise in wealth management, tax planning, investment strategies, and retirement solutions, specifically designed to address the unique challenges faced by Australians living abroad.

A dual Australian and British citizen, Patrick has lived in Switzerland for the past six years, gaining firsthand experience in international finance and cross-jurisdictional financial management. Born in the USA and raised in Australia, he has a comprehensive understanding of global financial landscapes, including the intricacies of FATCA regulations.

In addition to his role as Atlas Wealth Management’s Head of Advice, Switzerland, Patrick serves as the Director of the Australian Swiss Chamber of Commerce and leads its Geneva Chapter.

Recognised as one of Australia’s Top 50 influential financial advisers, Patrick upholds the highest standards of transparency and integrity as a fiduciary, always prioritising his clients’ best interests. His holistic approach to wealth management focuses not only on financial outcomes but also on broader personal well-being, ensuring his clients achieve their goals and live the life they aspire to.

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