As an Investment Counsellor, Patrick Smith provides portfolio management services and his experience to our high net worth clients in the Assante Private Client program. In this role, in consultation with our team’s knowledge of our clients’ circumstances, he determines an appropriate asset allocation to best meet their objectives. He also provides ongoing review of client portfolios, and works closely with our Wealth Planning team to ensure that our clients’ investment plans continue to meet their needs.
Starting his career in the financial services industry in 2005, Patrick has worked in a variety of roles within the investment, corporate and retail banking industry at ScotiaMcLeod, Bank of Montreal and Scotiabank. Prior to joining our team in 2018, Patrick worked in the Private Wealth Management division of Guardian Capital as a Client Portfolio Manager where he worked collaboratively with the senior Portfolio Manager in the development, implementation and management of personalized investment portfolios for individuals on a discretionary basis.
Patrick received his Bachelor of Business Administration (BBA) degree from Bishop’s University in 2004, with a concentration in Finance and completed the Professional Financial Planning Course in 2006. In addition, he holds the Chartered Financial Analyst (CFA) designation.