Patti B. Dolan, CFP®, CIWM. FCSI®, RIAC, CIM® Portfolio Manager

Patti Dolan is committed to helping investors align their investments with their personal values. With 39 years of investment experience, Patti started focusing on Responsible Investing (RI) in 1995, and is now one of Canada’s top RI experts.

Patti ensures the companies you hold are conducting best practices. She provides expertise in evaluating companies based on their Environmental, Social and Governance (ESG) criteria. She is a shareholder advocate. She votes all client shares in a way that best supports sustainable best practices and strong governance.

As a dually registered portfolio manager with Raymond James Ltd and Raymond James (USA) Ltd, Patti is also able to focus on the emerging field of cross border planning for US people living in Canada, Canadians living in the US as well as Canadian snowbirds.

Involved in Education – Patti is committed to educating investors, institutional stewards, and the public about Responsible Investing. She is a keynote speaker, panel moderator, panelist, emcee, MBA presenter, and task force participant. She has taught a Social Finance class at Ambrose University.

In the Community – Community involvement is part of the foundation of Patti’s life. In the past, she has served Soroptimist International, a global organization for business and professional women that focuses on improving the lives of women and girls. Patti participated in a study tour to Rwanda, attended sessions at the United Nations in New York, and reviewed companies for the UN Global Compact. She also held executive positions with the Alpine Club of Calgary, specifically as Access and Environment Chair, and served on the Calgary Area Outdoor Council and was a member of the University of Calgary’s Sustainable Investment Committee.

Patti is past Secretary for the Responsible Investment Association of Canada, Vice Chair of Vibrant Communities Calgary. She is also a member of REAP, a Calgary sustainable business association and the Conference Board of Canada Leadership Faculty at the Corporate Sustainability Institute.

A mother of two successful young men, Patti now enjoys spending time in the mountains, traveling, commuting by bike, swimming, volunteering, walking her dog Molly, and being with her partner, Ken.

Raymond James (USA) Ltd., member FINRA / SIPC.

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The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently.

The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements

What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.

The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.