Pat Leo's Location
Toronto, ON, CA
Pat Leo's Work
- Vice President, Retirement Solutions @ Purpose Investments
- Principal Consultant @ Mercer
- Director, Institutional Business Development @ Sun Life Global Investments
- Investment Solutions Executive @ Sun Life Financial
- Education Specialist @ Sun Life Financial
- Senior Learning Consultant and Senior Financial Planner @ CIBC
Pat Leo's Education
- Canadian Securities Institute
Canadian Securities Course; Professional Financial Planner ( Conduct and Practices Handbook)
1999 - 2001 - Financial Planning Standards Council
Certified Financial Planner
2001 - UNIVERSITY OF WESTERN ONTARIO
Bachelor of Education with Distinction
1995 - 1996
- UNIVERSITY OF TORONTO
Master of Arts in Italian Studies with Distinction
1994 - 1995 - UNIVERSITY OF TORONTO
Honours Bachelor of Arts in Economics and Italian
1989 - 1994
Pat Leo's Skills
- Investments
- Institutional Business Development
- Relationship Management
- Mutual Funds
- New Business Development
- Wealth Management
- Investment Strategies
- Retirement Planning
- Pensions
- Business Strategy
Pat Leo's Summary
Pat Leo, based in Toronto, ON, CA, is currently a Vice President, Retirement Solutions at Purpose Investments, bringing experience from previous roles at Mercer, Sun Life Global Investments and Sun Life Financial. Pat Leo holds a 1999 - 2001 Canadian Securities Course; Professional Financial Planner in Conduct and Practices Handbook @ Canadian Securities Institute. With a robust skill set that includes Investments, Institutional Business Development, Relationship Management, Mutual Funds, New Business Development and more, Pat Leo contributes valuable insights to the industry. Pat Leo has 3 emails and 1 mobile phone number on RocketReach.
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