Patrick Smart

Patrick Smart is an accomplished finance professional with extensive experience across various leadership roles in the investment management sector. Currently serving as Senior Director and Senior Consultant at CIBC since November 2017, Patrick has successfully negotiated significant enterprise agreements exceeding $300 million for CIBC's investment and banking operations. Previously, as Chief Operating Officer and Chief Compliance Officer at Sherpa Asset Management, Patrick played a key role in growing a startup firm from $5 million to $200 million in assets under management. Patrick's career includes pivotal positions at RBC Dexia Investor Services, Smart Strategic Consulting, TD Asset Management, and Toronto Stock Exchange, where strategic innovations and product launches significantly advanced financial services offerings. Patrick holds a Chartered Financial Analyst designation and a Bachelor of Commerce degree in Finance from The University of British Columbia.