Dave Paterson, CFA
In his role as a Director, Research & Analytics at Westcourt Capital Corporation, Dave provides expertise and experience in the sourcing, evaluation and on-going due diligence of Westcourt’s recommended investment products. More specifically, Dave’s research for Westcourt focuses on exempt market products, including mortgage investment corporations, real estate investment trusts, and hedge funds.
In addition to his Research role with Westcourt, Dave is also a registered Portfolio Manager (Advising Representative). In this role, he provides discretionary portfolio management services utilizing his proprietary portfolio optimization model and low cost traditional and alternative mutual funds and exchange traded funds.
Dave has been actively involved in the Canadian investment industry since 1994. Having specialized in fund research early in his career, he founded D.A. Paterson & Associates Inc. in 2002. As President of D.A. Paterson & Associates, Dave performs ongoing analysis on thousands of mutual funds and exchange traded funds, producing a monthly “Investment Fund Ranking” report and quarterly “Recommended List of Funds” and “ETF Focus List” reports, based on his proprietary fund valuation model.
Dave holds a Bachelors of Commerce degree from the University of Windsor and is a Chartered Financial Analyst (CFA) charterholder. He is a registered Portfolio Manager (Advising Representative) in Ontario.