Portfolio Manager
Current
Sep 2019 - Present
AeroLeads people directory · profile
Patrick Leonard Email & Phone Number
Portfolio Manager at BMO Nesbitt Burns
at
BMO Nesbitt Burns
1 work email found
@bmo.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager at BMO Nesbitt Burns
Location
Edmonton, Alberta, Canada
Company size
Who is Patrick Leonard? Overview
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Quick answer
Patrick Leonard is listed as Portfolio Manager at BMO Nesbitt Burns at BMO Nesbitt Burns, a with 2284 employees, based in Edmonton, Alberta, Canada. AeroLeads shows a work email signal at bmo.com and a matched LinkedIn profile for Patrick Leonard.
Patrick Leonard previously worked as Portfolio Manager at Bmo Nesbitt Burns and Wealth Advisor at Bmo Nesbitt Burns. Patrick Leonard holds Ba Economics from University Of Alberta.
Company email context
Email format at BMO Nesbitt Burns
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{first}.{last}@bmo.com
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Profile bio
About Patrick Leonard
• BMO Nesbitt Burns Disclaimer Any postings on social media are my own and do not necessarilyreflect BMO’s position or viewpoints. The information herein is forCanadian residents only and does not constitute any financial, legal,tax, investment or other advice. Please do not post any personal orconfidential information on this site. Should you wish to discuss yourpersonal financial circumstances please contact us directly. Previousresults are not indicative of future results. BMO Nesbitt Burns Inc.(BMO NBI) provides this commentary to clients for informationalpurposes only. The information contained herein is based on sourcesthat we believe to be reliable, but is not guaranteed by us, may beincomplete or may change without notice. The comments included inthis document are general in nature, and professional adviceregarding an individual’s particular position should be obtained. BMONBI is a subsidiary of Bank of Montreal and Member-CanadianInvestor Protection Fund. “BMO (M-bar Roundel symbol)” is aregistered trademark of Bank of Montreal, used under license.“Nesbitt Burns” is a registered trademark of BMO NBI, used underlicense.
Listed skills include Portfolio Management, Investment Strategies, Investments, Retirement Planning, and 12 others.
Current workplace
Patrick Leonard's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles · 31 years
Patrick Leonard work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
CurrentI am privileged to work with High Net Worth Individuals, their companies and families to build and protect their wealth. My team and I provide expert advice and customer service that comes with 20 years of experience in the financial service industry; while at the same time eagerly pursuing innovative new strategies to manage risk, improve returns and save on taxes to create more intergenerational wealth.
Apr 2005 - Present
Investment Advisor And Assistant Branch Manager
CurrentI manage investment solutions for wealthy families and business owners. BMO Nesbitt Burns is a leading North American Wealth Management Firm focused on protecting and growing our clients wealth.
2005 - Present
~21 yrs 6 mos
Financial Planner
Jun 2000 - Apr 2005
Pm
Strathcona County
1996 - 1997
~1 yr
5 education records
Patrick Leonard education
Ba Economics
Bachelor'S Degree, Economics
Education record
Abj
Education record
Abj
Bachelor'S Degree
Abj
FAQ
Frequently asked questions about Patrick Leonard
Quick answers generated from the profile data available on this page.
What company does Patrick Leonard work for?
Patrick Leonard works for BMO Nesbitt Burns.
What is Patrick Leonard's role at BMO Nesbitt Burns?
Patrick Leonard is listed as Portfolio Manager at BMO Nesbitt Burns at BMO Nesbitt Burns.
What is Patrick Leonard's email address?
AeroLeads has found 1 work email signal at @bmo.com for Patrick Leonard at BMO Nesbitt Burns.
Where is Patrick Leonard based?
Patrick Leonard is based in Edmonton, Alberta, Canada while working with BMO Nesbitt Burns.
What companies has Patrick Leonard worked for?
Patrick Leonard has worked for Bmo Nesbitt Burns, Bmo Financial Group, and Strathcona County.
How can I contact Patrick Leonard?
You can use AeroLeads to view verified contact signals for Patrick Leonard at BMO Nesbitt Burns, including work email, phone, and LinkedIn data when available.
What schools did Patrick Leonard attend?
Patrick Leonard holds Ba Economics from University Of Alberta.
What skills is Patrick Leonard known for?
Patrick Leonard is listed with skills including Portfolio Management, Investment Strategies, Investments, Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, and Asset Allocation.
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