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

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Recent Posts

Credit where credit is due?

Credit where credit is due?

Sep 05, 2024

Despite signs of a slowing economy, corporate bond issuance kicked off the month at a record pace. We look at how the market has absorbed the new debt and what factors are likely to drive bond performance ahead.

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Video: Bank of Canada cuts again in September. Here’s what to know.

Video: Bank of Canada cuts again in September. Here’s what to know.

Sep 05, 2024

The Bank of Canada lowered its benchmark interest rate to 4.25%, citing continued easing in broad inflationary pressures.

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Bank of Canada cuts interest rate, hones in on downside risk

Bank of Canada cuts interest rate, hones in on downside risk

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Growth in the third quarter is already looking to undershoot the BoC’s July forecast. We continue to expect another rate cut in October.

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