Independent Advice.
Built Around Your Life.
Personal financial planning, investment advice and wealth strategies for Canadians, families and business owners — including those navigating cross-border decisions.
How Can We Help
Integrated financial guidance for every stage of life and business
Investment Planning
Personalized investment strategies aligned with your goals, risk tolerance, and time horizon—with active oversight and regular reviews
Retirement Planning
Coordinated savings and income strategies designed to support the retirement you envision while managing tax and longevity risks
Insurance & Risk Management
Life, disability, and critical illness solutions that help protect your family, income, business, and estate
Corporate & Professional Planning
Integrated planning for incorporated professionals and business owners, including investments, insurance, succession, and estate considerations
Why Choose Delta Creek
Independent Advice
Guidance centred on your goals, with access to solutions from a broad range of providers
Active Oversight
Ongoing monitoring and regular reviews keep your strategy aligned as markets and your life evolve
Personal Service
Work directly with an advisor who knows your circumstances and is committed to a long-term relationship
Cross-Border Perspective
Thoughtful guidance for Canadians whose lives, families, or financial goals extend into the United States
Meet T. Patrick Pitz
Financial advice is personal. At Delta Creek, clients work directly with T. Patrick Pitz, CIM®, an independent advisor focused on building long-term relationships and coordinated financial strategies around each client’s goals, family and circumstances.
Let’s Build Your Financial Plan
Whether you’re preparing for retirement, protecting your family, managing corporate wealth, or navigating life across borders, the next step begins with a conversation.
T. Patrick Pitz, CIM®
Founder & Principal Advisor
(833) 927-3158
invest@deltacreek.net
© 2026 Delta Creek Financial Advisors. All rights reserved.
Investment products and services are offered through Portfolio Strategies Corporation.