Patti B. Dolan

Portfolio Manager


Patti B. Dolan is a portfolio manager with over 30 years of investment industry experience. Patti has been licensed under the Investment Industry Regulatory Organization of Canada (IIROC) since 1987. She holds her Certified Financial Planners (CFP) designation along with a Certified International Wealth Manager (CIWM) designation. Patti is also a Fellow of the Canadian Securities Institute (FCSI), Chartered Investment Manager (CIM) and holds her Series 7 and Series 63 under FINRA. Patti is an RIA Certified Advisor.

Community involvement has always played an important role in her life, from coaching her son’s baseball team to her positions with Soroptimist International, an international organization for business and professional women that focuses on improving the lives of women and girls. She has also held executive positions with the Alpine Club of Calgary, specifically Access and Environment Chair and served on the Calgary Area Outdoor Council. Patti has participated in a study tour to Rwanda, attended sessions at the United Nations in New York, and has reviewed companies for the UN Global Compact. Presently Patti is Secretary for the Responsible Investment Association of Canada, member of the University of Calgary’s Sustainable Investment Committee, Board Member of Vibrant Communities Calgary, member of REAP, a Calgary sustainable business association and Conference Board of Canada Leadership Faculty Member – Corporate Sustainability Institute.