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Brookfield Place Branch
161 Bay Street
11th Floor
Toronto, Ontario
M5J 2S8
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Tel: (416) 594-7102
Toll Free: +1 (866) 440-4412
Fax: (416) 594-7069
Patrick Curtis

Patrick Curtis

Portfolio Manager, Investment Advisor

FCSI, CIM, BA

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Tel: (416) 594-8870
Toll Free: +1 (866) 440-4412
Fax: (416) 594-7069
patrick.curtis@cibc.ca

Patrick Curtis

Titles & Designations

  • Portfolio Manager
  • Investment Advisor
  • Fellow of CSI
  • Canadian Investment Manager
  • Bachelor of Arts

Languages Spoken

  • English

Specialties

  • Advisory & Professional Investment Management Services
  • Discretionary Portfolio Management
  • Annuities
  • Insurance
  • Fee-based Accounts
  • Business Transition Planning
  • Cash Management Accounts
  • Corporate Solutions

Licensed In

  • Ontario
  • British Columbia
  • Nova Scotia

Personal Profile

Patrick is a Discretionary Portfolio Manager and Investment Advisor with over 17 years of experience in the industry, and he has been serving private individuals and institutional clients since 1994.

Patrick became a Fellow of the Canadian Securities Institute (FCSI) in 1997. He has completed numerous industry courses, including the:

* Canadian Securities Course

* Conduct and Practices Handbook

* Professional Financial Planning Course

* Canadian Investment Manager (CIM) designation

* Canadian Options Course

* Energy Markets Risk Management Course and,

* Technical Analysis Course

Patrick's credentials qualify him to provide insurance solutions and investment advice to his clients. Patrick is married and has one son, enjoys reading, music, outdoor adventure travel and lives in the Toronto area.

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CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.