Ms. Patricia Saputo, FCPA, FCA, ICD.D, TEP, DTax

Ms. Patricia Saputo, FCPA, FCA, ICD.D, TEP, DTax

Certified Wealth Transition Coach & Financial Coach

A Next Generation member of one of Canada’s well-known families who has pioneered the Family Office space when she created her own family’s Single Family Office in 1998 when the family’s operating business went public.  Her current role as the Chief Financial Officer and Chief Investment Officer of Placements Italcan Inc., a diversified investment holding company, brings her the responsibility of managing her immediate family’s wealth, transitioning of wealth to the next generation and educating family members on the responsibility of inheriting wealth and being a good steward of wealth.

This has lead her become a co-founder of Crysalia Inc., a Chief Learning and Development Office for Enterprising Families.

She is very generous with her time as she serves in key leadership roles on a variety of boards and advisory committees. She is also a regular speaker at a number of National and International Forums.  She has been invited to speak on numerous occasions in the areas of family wealth, women and wealth, governance, education, philanthropy and financial literacy.  She is also called upon for her advice and reference on investments, philanthropy and strategic planning.  She believes that education is an incomplete process which is why she considers herself a “life-learner”.