Patrick Moroz Email & Phone Number

Patrick began his career with ScotiaMcLeod in 1998 and holds the Canadian Investment Manager designation, is a Fellow of the Canadian Securities Institute, has completed the Professional Financial Planning course and holds a Bachelor of Arts degree from the University of Saskatchewan. He was one of the first candidates for ScotiaMcLeod’s industry leading Investment Associate training program and is now among the first to receive the title of Portfolio Associate. Patrick held one term on the National Support Staff Advisory Board, a select group of individuals tasked with creating efficiency and improving the customer experience through new initiatives. Patrick’s focus on operational and portfolio management make him a key part of the Nelson Lambert Group. He draws on 23 years industry experience to provide due diligence and attention to detail to ensure each client’s needs are met.

Listed skills include Investments, Alternative Investments, Portfolio Management, Investment Strategies, and 20 others.

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  University Of Saskatchewan

  Political Science