Patrick Moodie

Patrick has worked in the investment industry since 2006. After beginning his career at an energy firm, Patrick moved into a position at RBC Dominion Securities where he managed portfolios for high net worth clients for over a decade. There, he achieved the President’s Club distinction for four consecutive years, an honour awarded only to the most accomplished advisors with high quality advisory practices. Throughout his career, Patrick has always strived to put clients first while helping them achieve their long-term financial goals. Patrick has a bachelor’s degree in Economics from the University of Alberta and is also a Chartered Investment Manager.

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