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Apr 05, 2022 10:02 AM Eastern Daylight Time - Jan 04, 2027 11:00 PM Eastern Standard Time
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Alasdair Patton, CIM, FCSI

Portfolio Manager, Investment & Wealth Advisor

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The Patton Wealth Management Group


The first priority of the Patton Wealth Management Group is to achieve your peace of mind and financial well-being through sound wealth management and careful planning.

Investment professionals with over 40 years of collective experience, we develop strategies and seize opportunities to build and preserve your hard earned investment portfolio in today's increasingly complex marketplace, no matter what the market conditions.

Sound performance, thoughtful and measured investment philosophy, a competitive cost structure, and personalized service are hallmarks of the Patton Wealth Management Group.
 
We provide expert guidance to high net-worth families, CEOs and senior executives, and business owners. Our background and qualifications are extended through collaboration with a team of experts within RBC Dominion Securities. We specialize in designing tax efficient portfolios, wealth protection and insurance solutions, estate planning and trust services, and charitable giving strategies.
 
Socially Responsible Investing (SRI) and Environment, Social and Governance (ESG) investment portfolios can be designed to cater to clients who take pride in knowing their investment strategy is making a positive impact on society.
 
Our breadth of skill and depth of knowledge is backed by the power of RBC to grow, protect and enhance our clients financial lives.
 
We welcome your phone calls and emails, and invite you to connect with us on LinkedIn @ https://www.linkedin.com/in/alasdair-patton-56a32259/ and Facebook for business @ https://www.facebook.com/pattonwealth

Recent Posts

Why can’t the stock market shake off the downward pressure?

Jun 23, 2022 | Kelly Bogdanova

As volatility drags on, we look at what’s changed with the four issues weighing on equities and how it may shape the investment landscape from here.

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U.S. residency – Canadians travelling to the U.S.

Jun 17, 2022 | RBC Wealth Management Services

U.S. income tax residency rules may affect you If you’re a Canadian who spends substantial time in the U.S., you may be required to...

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Do central banks have any good options to tame inflation?

Jun 17, 2022 | Thomas Garretson, CFA

As aggressive rate hikes fuel concerns about a potential economic downturn, we look at the policy options and the factors that could drive changes.

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How evolving regional economic outlooks shape the investment landscape

Jun 10, 2022 | Frédérique Carrier

As many central banks act forcefully to curb today’s challenges, we look at prospects for major economies and what to expect as this period evolves.

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Canada's housing markets rebalancing fast

Jun 09, 2022 | Robert Hogue

The wind is definitely shifting—and becoming a lot chillier—for Canada’s housing market. Toronto, Vancouver, Montreal, Ottawa and Hamilton...

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