Our Team

Patrick Forrest is a proud Calgarian and graduate of the University of Lethbridge, earning a commerce degree in 1992. He has been employed in the investment industry for over 30 years and currently serves as Portfolio Manager and Senior Investment Advisor. Patrick has both the FCSI and CIM designations. He has served as a volunteer in the not-for-profit sector and the charitable sector for many years and is a former member of the University of Lethbridge Board of Governors. In addition, he is both an advocate and volunteer with the Lion’s Eye Bank in Calgary.

Dodie Rhodes is a long-time resident of Calgary. She is an experienced Investment Representative, having worked in the investment industry since 1999.  She began working with Patrick Forrest in April of 2019 after having worked exclusively for one investment advisor who has since retired. She is actively involved in handling client requests and carrying out the administrative aspects of our business. She organizes client events and enjoys the personal connections with our clients.

Katie joined Nesbitt Burns in February 2020. Entering the financial services industry in 2001 she spent ten years as an Investment Representative with both National firms and a small Calgary boutique investment firm. Katie achieved her Bachelor of Commerce from the University of Saskatchewan, majoring in Finance. Katie is actively involved in all client requests and administrative aspects of the business and enjoys getting to know our clients to provide a seamless, uncomplicated experience.