Paterson & Associates’ services include Monthly Mutual Fund Research, Customized Portfolio Optimization, Model Portfolio Creation, and Customized Research Solutions. For a more detailed discussion on what we do, please refer to our Services section.
Over the past few years, we have become a valuable resource for members of the financial press. To view a listing of some articles in which we were quoted, please visit our media page.
We are not affiliated with any investment company or distribution firm. That means that our first priority is finding the solution that best meets the needs of you and your clients.
Paterson & Associates was founded by Dave Paterson in May 2002. Dave has worked in the Canadian Mutual fund industry for a variety of respected mutual fund companies since 1994. In this time, Dave has had the opportunity to work with some of the most respected Investment Managers in the country.
Dave was awarded the CFA designation in September 2000, and holds a Bachelor of Commerce degree from the University of Windsor .
To find out more about Paterson & Associates or Dave Paterson, please contact us
