Speaker Details

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Dave Paterson


D.A. Paterson & Associates Inc.


Dave Paterson 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 wide range of investment products including mutual funds, hedge funds, and other exempt market products to financial advisors, individual investors and investment dealers. In addition Paterson & Associates offers fully customized portfolio optimization solutions to independent financial planners. Mr. Paterson 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, he has had the opportunity to work with some of the most respected money managers in the country. Using this knowledge, Mr. Paterson has developed a unique analytical approach which focuses on identifying the funds which have consistently delivered strong, risk adjusted returns on both an absolute and relative basis and those which are expected to continue to do so. He has also developed a fully customizable Portfolio Optimization Process which focuses on creating efficient portfolios designed to deliver clients with the highest level of return for their risk comfort level. In 2011, Mr. Paterson took over the publication and editor duties of Gordon Pape's Mutual Fund and ETF Update and Top Funds Report, the most widely read mutual fund newsletters in the country. He is also regularly quoted in the Financial Post, Globe and Mail and the FundLibrary.com and has appeared on BNN. Mr. Paterson was awarded the Chartered Financial Analyst (CFA) designation in September of 2000 and holds a Bachelor of Commerce (Finance) degree from the University of Windsor.