Bio
Patti joined Leith Wheeler 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 is a Chartered Financial Analyst (CFA®) charterholder. Patti is passionate about sharing her knowledge through teaching investment courses for women and young adults. Patti is also on the Board of Directors for the charity, Northern Star Mothers Milk Bank.