Patti M. Locke MBA.CFP,FMA
Wealth Advisor at Seeking New Opportunity- Claim this Profile
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English Native or bilingual proficiency
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Bio
Venise Michaud
Patti is really well respected in her field. She always put her clientele first. we became friend because Patti is just that kind of person we can trust, very loyal and fun at the same time. Well rounded business professional woman.
Venise Michaud
Patti is really well respected in her field. She always put her clientele first. we became friend because Patti is just that kind of person we can trust, very loyal and fun at the same time. Well rounded business professional woman.
Venise Michaud
Patti is really well respected in her field. She always put her clientele first. we became friend because Patti is just that kind of person we can trust, very loyal and fun at the same time. Well rounded business professional woman.
Venise Michaud
Patti is really well respected in her field. She always put her clientele first. we became friend because Patti is just that kind of person we can trust, very loyal and fun at the same time. Well rounded business professional woman.
Credentials
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Derivatives Fundamentals Course
Canadian Securities Institute (CSI)Jan, 2007- Nov, 2024 -
Options Licencing Course
Canadian Securities Institute (CSI)Jan, 2007- Nov, 2024 -
Conduct and Practices Handbook Course
Canadian Securities Institute (CSI)Mar, 2006- Nov, 2024 -
Financial Management Advisor
Canadian Securities Institute (CSI)Jan, 2002- Nov, 2024 -
Certified Financial Planner
Financial Planning Standards Council (FPSC)Jan, 2001- Nov, 2024 -
Canadian Securities Course
Canadian Securities Institute (CSI)Jan, 1996- Nov, 2024 -
Professional Financial Planning Course
Canadian Securities Institute (CSI)Jan, 1996- Nov, 2024 -
Certified Financial Planner
Financial Planning Standards Council (FPSC)Mar, 2018- Nov, 2024
Experience
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ُExploring New Opportunities
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Banking
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200 - 300 Employee
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Wealth Advisor
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Jun 2005 - Present
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CIBC
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Moncton
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Senior Financial Advisor
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May 2017 - Dec 2017
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Scotiabank
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Canada
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Banking
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700 & Above Employee
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Wealth Advisor
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May 2007 - Dec 2017
My Goal is to make you feel "confident and secure" about your financial future. This is accomplished by first understanding what your current financial situation and personal goals are for the future. A comprehensive customized Financial Plan will be done using a proven 6 step advisory process providing you with customized solutions that meet your own individual needs. Over time I will guide you and your family through various financial and investment decisions in order to protect, grow and transition your family's wealth. Show less
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CIBC Wood Gundy
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Financial Services
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700 & Above Employee
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Financial Advisor
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Jun 2005 - May 2007
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CIBC
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Canada
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Banking
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700 & Above Employee
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Wealth Management Specialist
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Sep 1999 - Nov 2001
Wealth Management Specialist Wealth Management Specialist
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Education
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2002 - 2005
University of Moncton
Master of Business Administration (M.B.A.), Business Administration and Management, General -
1976 - 1979
Moncton High School
High School
Community
