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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

You have a business plan. What’s your retirement plan?

May 01, 2024 | RBC Wealth Management

Planning options to consider in building a retirement nest egg as a business owner.

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Proof Point: A weaker Canadian dollar won’t necessarily derail BoC interest rate cuts

Proof Point: A weaker Canadian dollar won’t necessarily derail BoC interest rate cuts

May 01, 2024 | Nathan Janzen and Claire Fan

Proof point: The timing and magnitude of interest rate cuts from the Bank of Canada will be determined by domestic economic and inflation...

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Video: The Wealthy Barber: Settling estates and being an executor is becoming more complicated

Apr 30, 2024 | RBC Wealth Management

Being an executor can be stressful. Are you ready for the job ahead?

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Video: The Wealthy Barber’s ageless estate planning advice

Apr 30, 2024 | RBC Wealth Management

David Chilton's guidance on Wills, powers of attorney hasn't changed

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Energy stocks: A hedge to rising geopolitical risk

Energy stocks: A hedge to rising geopolitical risk

Apr 26, 2024 | Frédérique Carrier

Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.

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