Bio
Patti joined Leith Wheeler Investment Counsel in 2011 to expand the practice in Alberta from our Calgary office. She is responsible for the discretionary investment management of Private Client and Foundation portfolios.
Prior to joining Leith Wheeler, Patti spent nine years with a wealth management firm in Calgary as a Portfolio Manager. She graduated from the University of Alberta with a Bachelor of Science degree and holds the Chartered Financial Analyst (CFA) designation. She is passionate about sharing her knowledge through teaching investment courses for women and young adults.