Who is Patrick Leonard?

Patrick Leonard, CFP, FMA

Senior Investment Advisor, Senior Wealth Advisor, & Portfolio Manager

I am a graduate of the University of Alberta where I majored in Economics. My training includes CERTIFIED FINANCIAL PLANNER® or CFP® designation, Financial Planner, CLU, Chartered Life Underwriter and also a Financial Management Advisor or FMA. This combined with over 14 years experience in the Financial Service Industry makes me an expert in providing advice as it pertains to investment strategy and financial planning for individuals and businesses.