Patrick Osler, CFA

As Managing Principal & Senior Portfolio Manager, Head, Private Wealth, Patrick is responsible for the management and leadership of the Private Wealth team, including client servicing, investment portfolio construction, and strategic growth initiatives. Patrick is registered as a Portfolio Manager (Advising Representative) and Dealing Representative. He is a member of Westcourt’s Senior Leadership Team and Investment Committee.

Prior to joining Westcourt, Patrick spent over 20 years at a leading boutique Canadian asset manager in progressively senior roles, most recently as head of the wealth management business.  He was responsible for the end to end client experience in delivering independent investment solutions for high net worth families.

Patrick earned his undergraduate degree in Business Administration from the Williams School of Business at Bishop’s University, and is a Chartered Financial Analyst (CFA) charterholder.