Patrick Dailey

Patrick Dailey has worked for four companies since 2018. Patrick began at Manulife Securities as a Financial Advisor Associate in 2018, and then moved to BMO Nesbitt Burns in the same year as a Business Development Specialist. In 2020, they joined Mackenzie Investments as a Business Development Manager, and in 2022 they became Manager, Corporate Development at Banyan Software.

Patrick Dailey attended the University of Guelph from 2012 to 2017 and obtained a Bachelor of Commerce (BCom) in Management Economics and Finance. In 2019, they obtained the Canadian Securities Course (CSC) and Conduct and Practices Handbook from the Canadian Securities Institute (CSI). In 2023, they obtained the CFA Level II from the CFA Institute. Patrick is currently in the process of obtaining CFA Level I from the CFA Institute.