Pat Savoia

Portfolio Manager and Wealth Advisor, Pat Savoia Group of Rbc Wealth Management Dominion Securities @RBC Dominion Securities

Montreal, QC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2020 — Present

Portfolio Manager and Wealth Advisor, Pat Savoia Group of Rbc Wealth Management Dominion Securities @RBC Dominion Securities

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CA

EDUCATION

2003 — 2005

Canadian Securities Institute

Chartered Investment Manager, Portfolio Management

2007 — 2009

Canadian Securities Institute

Certified International Wealth Manager, Wealth Management

1990 — 1994

Concordia University

Bcomm, Finance

2006 — 2007

Canadian Securities Institute

FCSI, Wealth Managment

SKILLS

ManagementFinancial PlanningFinancial AnalysisWealth ManagementInvestment ManagementAsset AllocationMutual FundsRetirement PlanningFinancial AdvisorySecuritiesInvestment StrategiesPortfolio ManagementInvestmentsInvestment AdvisoryFortuneWealthAsset Management

ABOUT PAT SAVOIA

At the, we believe in expanding what’s possible and executing with precision. That’s the foundation of our proprietary ² —a strategic approach designed to align every step with what matters most to you and your family.The ² goes beyond financial planning—it integrates tangible goals with intangible aspirations, ensuring long-term financial security while building a meaningful legacy. Whether it’s optimizing your wealth, securing your family’s future, or making an impact through education, health, innovation, or philanthropy, our approach is rooted in clarity, strategy, and action.By exploring your financial, personal, and family goals, we craft a tailored roadmap that reflects your core values and leads to measurable success.With the, you’re not just planning—you’re creating a future of expanded possibilities, strategic execution, and lasting impact.Let\'s start a conversation.Pat SavoiaSenior Portfolio Manager and Wealth Advisor p••••••••@rbc.com |(514)

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Pat Savoia — Portfolio Manager and Wealth Advisor, Pat Savoia Group of Rbc Wealth Management Dominion Securities at RBC Dominion Securities in Montreal, QC, CA | Unifers