{"id":52869,"date":"2019-06-10T11:48:23","date_gmt":"2019-06-10T15:48:23","guid":{"rendered":"https:\/\/www.riacanada.ca\/?page_id=52869"},"modified":"2022-03-03T10:38:15","modified_gmt":"2022-03-03T15:38:15","slug":"patti-dolan","status":"publish","type":"page","link":"https:\/\/www.riacanada.ca\/fr\/patti-dolan\/","title":{"rendered":"Patti Dolan"},"content":{"rendered":"

\"\"
\nConseill\u00e8re principale en patrimoine, gestionnaire de portefeuille, \u00c9quipe de gestion des investissements Wagner
\n<\/b>Gestion priv\u00e9e Wellington-Altus inc.
\n<\/b><\/p>\n

Patti Dolan est Conseill\u00e8re principale en patrimoine, gestionnaire de portefeuille chez Wellington-Altus Private Wealth, bas\u00e9e \u00e0 Calgary. Patti travaille dans le secteur de l’investissement depuis plus de 30 ans et pratique l’investissement responsable (IR) depuis 1995. Patti travaille avec des particuliers, des familles, des organisations \u00e0 but non lucratif et des fondations pour aligner leurs investissements sur leurs valeurs.<\/p>\n

Elle a si\u00e9g\u00e9 au Conseil d\u2019administration de l\u2019Association pour l\u2019investissement responsable (2010-2019). Elle est pr\u00e9sidente de Vibrant Communities Calgary, une organisation \u00e0 but non lucratif qui pr\u00e9conise des strat\u00e9gies \u00e0 long terme qui s\u2019attaquent aux causes profondes de la pauvret\u00e9 \u00e0 Calgary, membre du Women\u2019s Executive Network et de Be Local YYC, une organisation commerciale durable. Elle est membre du conseil du Corporate Responsibility and Sustainability Council, le Conference Board du Canada.<\/p>\n

Patti est membre de l\u2019Institut canadien des valeurs mobili\u00e8res, gestionnaire de patrimoine international certifi\u00e9e, gestionnaire de placements \u00e0 charte, conseill\u00e8re certifi\u00e9e en investissement responsable et planificatrice financi\u00e8re certifi\u00e9e. Elle d\u00e9tient \u00e9galement une licence am\u00e9ricaine s\u00e9ries 7 et 63.<\/p>\n

Patti a enseign\u00e9 un cours de finance sociale \u00e0 l’Universit\u00e9 Ambrose et donne fr\u00e9quemment des conf\u00e9rences \u00e0 l’Universit\u00e9 de Calgary. Elle est souvent conf\u00e9renci\u00e8re invit\u00e9e au programme de MBA de l’Universit\u00e9 de Calgary.<\/p>\n","protected":false},"excerpt":{"rendered":"

Conseill\u00e8re principale en patrimoine, gestionnaire de portefeuille, \u00c9quipe de gestion des investissements Wagner Gestion priv\u00e9e Wellington-Altus inc. Patti Dolan est Conseill\u00e8re principale en patrimoine, gestionnaire de portefeuille chez Wellington-Altus Private Wealth, bas\u00e9e \u00e0 Calgary. Patti travaille dans le secteur de l’investissement depuis plus de 30 ans et pratique l’investissement responsable (IR) depuis 1995. Patti travaille […]<\/p>\n","protected":false},"author":7472,"featured_media":0,"parent":0,"menu_order":58,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"acf":[],"yoast_head":"\nPatti Dolan - Responsible Investment Association<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.riacanada.ca\/fr\/patti-dolan\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Patti Dolan - Responsible Investment Association\" \/>\n<meta property=\"og:description\" content=\"Conseill\u00e8re principale en patrimoine, gestionnaire de portefeuille, \u00c9quipe de gestion des investissements Wagner Gestion priv\u00e9e Wellington-Altus inc. Patti Dolan est Conseill\u00e8re principale en patrimoine, gestionnaire de portefeuille chez Wellington-Altus Private Wealth, bas\u00e9e \u00e0 Calgary. Patti travaille dans le secteur de l’investissement depuis plus de 30 ans et pratique l’investissement responsable (IR) depuis 1995. 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Patti Dolan est Conseill\u00e8re principale en patrimoine, gestionnaire de portefeuille chez Wellington-Altus Private Wealth, bas\u00e9e \u00e0 Calgary. Patti travaille dans le secteur de l’investissement depuis plus de 30 ans et pratique l’investissement responsable (IR) depuis 1995. 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