, CIWM, FCSI®
, RIAC, CIM®
As an experienced and knowledgeable financial advisor I value the relationship with my clients. I begin with a personalized financial plan that identifies your unique financial goals. My investment philosophy is essentially conservative in nature and I work with you to achieve your financial goals whether they are short term or longer term like reaching a comfortable retirement.
By operating within each client's risk profile and keeping your investment objectives in mind, a diversified investment strategy is designed which will achieve stable growth without taking unnecessary risks. I want to make sure my clients can sleep at night.
An area that I specialize in is Responsible Investing (RI) and have done so since 1995. RI is a screening process that focuses on environment, sustainability and governance. Individuals, businesses and organizations are aligning their personal values with their investment values. I analyse an investment with conventional methods, financial, technical and the overall economy, but then examine further how a company works within their community, impacts the environment and how they govern themselves and treat their employees. I utilize professionals who will engage with companies in improving their efforts in the ESG areas of their business.
Not only am I committed to my clients but also to my community. Currently I sit on the national board of the Responsible Investment Association, a member of Women's Executive Network, University of Calgary Sustainable Investment Committee, Calgary Poverty Reduction Initiative Business Committee and a proud member of REAP, a Calgary sustainable business association.
Services I offer my clients:
- Providing personalized financial strategies, structuring diversified investment portfolios and regular reviews
- Identify financial goals to achieve short and long term objectives
- Wealth planning for individuals, small business owners and non-profit organizations
- Aligning personal values to your investments
For further information please contact email@example.com
Patti Dolan, CFP®, CIWM, FCSI®, RIAC, CIM®,