Upcoming Webinars

Apr 05, 2022 10:02 AM Eastern Daylight Time - Jan 04, 2027 11:00 PM Eastern Standard Time
Location To Be Determined

Join us from the comfort of your favorite chair as we explore topics and themes you've told us are important to you

RSVP

SteerFriends and the Markham Stouffville Cruisers

Aug 13, 2022 01:17 PM Eastern Daylight Time - Aug 14, 2022 12:00 AM Eastern Daylight Time
Location To Be Determined

The team and I were proud to financially support this special fundraising day at Markham Fairgrounds. Special thanks to our Stouffville RBC Bank Branch manager, Jack Yao and his team, for being a part of the day. Steerfriends is a local community initiative based in Stouffville that supports youth and young adults with disabilities and complex care needs. 

Alasdair Patton, CIM, FCSI

Portfolio Manager, Investment & Wealth Advisor

Phone Number905-841-5059
|
Email me

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

capital hill at sunset

Midterms and the market: Welcome back, gridlock

Nov 21, 2022 | Kelly Bogdanova

We look at how the election could impact U.S. equities and key industries, and point out the market has its own rhythm when it comes to the midterms.

Read more
sky and beach in page

What are the investment implications of a UK recession?

Nov 17, 2022 | Frédérique Carrier

Amidst market turmoil and leadership changes, the UK faces a range of economic challenges. We survey the factors that could impact investment.

Read more
person writing a will in page

I'm in my 20s—do I need a Will?

Nov 15, 2022 | Tony Maiorino, Vice President and Director – Head, RBC Family Office Services

As a young adult, having a valid Will and power of attorney may seem like something you only need to pay attention to later in life. Find out why these plans are important, whether you're 25 or 85.

Read more
group of people sitting around a table in page

How the family office is redefining itself in the age of uncertainty

Nov 14, 2022 | RBC Family Office Services

Agile, growth-focused moves by family offices in the last two years have helped enterprising families grow their wealth and expand their legacy.

Read more

What are the risks and opportunities in an unsettled investment environment?

Nov 10, 2022 | Joseph Wu, CFA

While there could be some positive surprises, a wide range of potential economic outcomes warrants a modestly defensive stance in portfolio positioning.

Read more

Contact Us

Please complete the following form if you would like us to contact you. Required fields are marked with an "*".

Please be advised that any information sent through this Contact Us page is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields