Pat Leo M.A., B.Ed., CFP®

Pat Leo is an industry expert with over 20 years of experience. He focuses

on delivering innovative solutions, thought leadership and dedicated

service to institutional clients across Canada. He has experience

in financial services, defined contribution pension consulting, client

management and business development at Mercer, Sun Life Financial

and Sun Life Global Investments. He holds an M.A. degree from U of

T, and a B.Ed. degree from Western University. Additionally, Pat is a

CFP®.

Consultant

Toronto, Ontario