Patti Dolan is portfolio manager with SAGE Connected Investing of Raymond James Ltd., based in Calgary. Patti has been in the investment industry for over 30 years and has practiced Responsible Investing (RI) since 1995. Patti works with individuals, families, nonprofits and foundations in aligning their investments to their values.
Patti serves on the national Board of Directors for the Responsible Investment Association as Secretary. She is a board member of Vibrant Communities Calgary a nonprofit organization that advocates for long-term strategies that address the root causes of poverty in Calgary, a member of the Women’s Executive Network and a proud member REAP Calgary a sustainable business organization. Patti is a leadership faculty member of the Corporate Responsibly and Sustainability Institute, The Conference Board of Canada.
Patti is a Fellow of the Canadian Securities Institute, Certified International Wealth Manager, Charter Investment Manager, Certified Responsible Investment Advisor and Certified Financial Planner, she also holds a Series 7 & 63 US license.
Patti teaches a responsible and impact investment course at Ambrose University.