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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

2024 presidential election update: Key things to know about U.S. elections & the market

Audio commentary: 2024 presidential election update: Key things to know about U.S. elections & the market

Mar 15, 2024 | Kelly Bogdanova & Tylar Lunke

What can we learn about returns from past elections? What campaign issues are the markets watching? What current factors are bigger...

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The importance of focusing on time horizon

The importance of focusing on time horizon

Mar 14, 2024 | Atul Bhatia, CFA

Too often, we find investors focusing on what the press puts before them instead of concentrating on issues relevant to their goals. We explain why investment time horizon should be a key focus of portfolio thinking.

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Is the U.S. equity market getting bubbly again?

Mar 08, 2024 | Kelly Bogdanova

A growing chorus on Wall Street is warning an AI-led bubble may be forming. While a near-term pullback can’t be ruled out, we argue this is not Tech Bubble 2.0.

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The five flags “watch list”: Protecting our most vulnerable

The five flags “watch list”: Protecting our most vulnerable

Mar 08, 2024 | RBC Wealth Management

Exploiting and harming those most vulnerable in our society is on the rise. Here are five signs of elder abuse to be on the watch for...

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The Fiendish Five – five common scams to be on the lookout for

The Fiendish Five – five common scams to be on the lookout for

Mar 08, 2024 | RBC Wealth Management

As our online lives continue to expand, cybercriminals are also increasing their nefarious efforts. To fight back, here are five common...

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