The Patton Wealth Management Group

Alasdair Patton, CIM, FCSI

Vice-President, Portfolio Manager, Investment & Wealth Advisor

905-841-5059 | Email me
1-855-214-1263 | Connect


Alasdair brings more than 23 years of experience in the investment industry to his clients at RBC Dominion Securities. He lives in Sharon, Ontario and works in Newmarket and Aurora as a Portfolio Manager and Wealth Advisor. He has worked with and helped clients throughout Canada, the United States, Europe and South America.
 
Alasdair has been devoted to working with families, business owners, CEOs and senior executives in helping them achieve a greater sense of financial security and peace of mind. His dedication to his clients and the achievement of their investment goals has earned him their respect and trust. 

Alasdair's commitment to you starts with the first meeting. Through an in-depth discussion, he will help you determine your financial goals and needs. He will then create an investment plan to meet them. Alasdair believes in developing a trust with his clients through a disciplined, consistent approach to investing that is based on sound fundamentals while focusing on the portfolio approach to managing assets.
 
He prides himself at being proactive in ensuring that his clients find the right professionals to help them with all their financial needs. Today, Alasdair continues to build his business almost exclusively through referrals from other professionals and introductions from satisfied clients.
 
Alasdair is committed to maintaining high quality standards and ongoing education. He received his degree from York University (1993). In addition to being a designated Portfolio Manager, an accreditation held by only the most experienced and accomplished investment professionals, Alasdair has his Level II Insurance License and is a Fellow of the Canadian Securities Institute (FCSI), one of the highest honours in the investment industry.
 

The Patton Wealth Management Group

Kelley Lang

Associate Wealth Advisor

905-841-6312 | Email me
1-855-214-1263

Kelley joined RBC Dominion Securities in January 2013 after spending 24 years at TD Bank and TD Waterhouse.  As part of the Patton Wealth Management Group, Kelley’s primary responsibilities are to assist with ongoing client reviews, prepare comprehensive financial plans for clients using RBC's proprietary software, MyGPS, and handle trading for discretionary managed portfolios. 

Kelley works closely with Alasdair to assist in clients' day to day investment needs.

Outside of the office, Kelley enjoys spending time with friends and her two boys.

The Patton Wealth Management Group

Jenny Lee

Associate

905-841-8159 | Email me

Jenny joined RBC Dominion Securities in February 2013 joining both Alasdair and Kelley from TD Waterhouse.

 

Prior to joining the investment industry in 2006, she enjoyed her 8-year career in Quality Assurance Industry, where she advised and serviced clients in North America, Europe and Asia.

 

As part of The Patton Wealth Management Group, Jenny assists day-to-day business administration and maintenance of client accounts; her experience and administrative skills ensure a high degree of service for our clients.

 

Jenny holds a Honor Bachelor of Science degree in Toxicology from the University of Toronto. Jenny has been actively volunteering with St. John Ambulance Brigade; she enjoys cooking and spending quality time with her husband and 2 young children.