Patrick Smith, Cfa, Cfp Email & Phone Number

Calgary, Alberta, Canada

Working closely with clients and in collaboration with peers and subject matter experts, I provide a personalized and holistic wealth management experience for my clients. Leveraging a depth of financial management experience, I work together with my clients to build customized wealth planning strategies, which take into consideration with the following variables: cash flow management; tax planning; personal and corporate risk management; net worth analysis; business integration analysis; portfolio management; philanthropic strategies; retirement planning; succession and estate planning.

Calgary, Canada Area

Managing over $300M while working with over 100 households throughout Alberta and B.C. as a discretionary portfolio manager, I was responsible for providing comprehensive and customized investment strategies for my clients in the Assante Private Client platform.Working in full collaboration with Assante Private Client's Wealth Management team, I ensured client portfolios would meet investment objectives while ensuring the investment strategies were fully integrated with their wealth planning goals.

As a key member of Guardian’s fastest growing portfolio management team, I managed investment portfolios on a discretionary basis for high net worth clients. Working closely with the Vice President and Portfolio Manager, I contributed to investment decision making process by leveraging expertise across all asset classes and asset allocation strategies. Ensuring exceptional client service throughout all stages of our management process, from the initial introductory meetings, through client specific proposals, to providing ongoing client reviews. In this role I worked closely with referring advisors to ensure the investment strategy was fully aligned with clients financial goals and plan.

Position focused on sales and support of commercial treasury management products working in a collaborate setting with with Account Managers within BMO’s Corporate Finance business divisions, ie. Senior Debt, Real Estate and Dealership Financing, to support their clients cash management needs. Used proprietary treasury models to analyze revenue, profitability, activity and risks of clients andprospects.Conducted annual client reviews involving profitability assessment tools to analyze client’s productand service usage and Treasury compensation arrangements.

I worked side by side with a Senior Investment Advisor delivering professional client services including asset mix monitoring, investment policy statement review, trade execution, and report generation to communicate key information such as portfolio performance, income and growth projections, and tax implications. I executed trades across across the full spectrum of asset classes and instruments including equities, fixed income, money market, ETFs, mutual funds and foreign exchange conversions.

Calgary, Canada Area