Dave Paterson, CFA, is the Director of Research, Investment Funds for D.A. Paterson & Associates Inc. Paterson & Associates is an independent consulting firm specializing in providing research and due diligence on a number of different investment products, including mutual funds, hedge funds, and other exempt market products. In addition Paterson & Associates offers fully customized portfolio optimization solutions to independent financial planners.
Dave has worked in the mutual fund industry since 1994. Prior to starting his own firm in 2002, he worked for a variety of respected mutual fund companies and money managers, including the Mackenzie Financial, Guardian Group of Funds, the Bank of Montreal, and Jones Heward. In these roles, Dave has had the opportunity to work with some of the most respected money managers in the country.
Using this knowledge, Dave has developed a unique analytical approach focusing on identifying the funds that have consistently delivered strong, risk-adjusted returns on both an absolute and relative basis. Dave has also developed a fully customizable Portfolio Optimization Process that focuses on creating efficient portfolios designed to deliver clients with the highest level of return for their risk comfort level.
Dave was awarded the Chartered Financial Analyst (CFA) designation in September 2000 and holds a Bachelor of Commerce (Finance) from the University of Windsor.