Patti Dolan is committed to helping investors align their investments with their personal values. With more than 39 years of investment experience, Patti started focusing on Responsible Investing (RI) in 1995 and is now one of Canada’s top RI experts.
Shareholder Advocate
Patti 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.
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. 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, 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, and past chair of Vibrant Communities Calgary, and past member of the Conference Board of Canada Leadership Faculty at the Corporate Sustainability Institute.
She is a member of Be Local YYC, a Calgary sustainable business association.
A mother of two successful young men, Patti enjoys spending time in the mountains, traveling, commuting by bike, being a member of Foothills masters swim club, volunteering and being with her partner, Ken.
Certified Financial Planner and full service advisor with Edward Jones since 2003.
Over 25 years in the financial services industry.
Services include:
Investment Strategies;
Retirement Planning;
Asset protection (insurance);
Estate Planning;
Responsible Investing Options utilizing Environmental, Social and Corporate Governance (ESG) standards.
Greer appreciates serving the community as part of a strong Private Wealth Advisory team. She earned her B.Comm. in International Business from the University of Victoria (1997) and her MBA in Management Information Systems from Simon Fraser University (2000). She has been immersed in the financial services industry in some capacity for the better part of 30 years, the last 25 with BMO Nesbitt Burns. Greer is a proud longtime member of the RIA, a critical force in the RI movement. She is passionate about helping people navigate the global financial system to create sustainable solutions that reflect her clients’ unique circumstances and provide confidence and peace of mind. An active supporter of the educational experience, Greer served as a board director (and a term as President) of the CPF BC Yukon Branch for 5 years, reflecting her passion for and commitment to her cultural heritage and family (husband Brian and two boys Aedan & Zachary). She & family are also active in the local and provincial lacrosse communities. During her free time, Greer may be found practicing yoga, hiking, biking, cooking, travelling, or helping others cultivate healthy relationships to resources, financial and otherwise.
Specializing in Socially Responsible Investing since 1997. We pride ourselves on building a super friendly, accessible practice while demonstrating sustainability in in all that we do.
As a Certified Financial Planning Professional, Ryan’s primary goal is to empower his clients to proactively reach their financial independence and dreams. Ryan understands the value of communication and being accessible to his clients. He takes pride in following through with an individual’s financial plan and genuinely cares about any lifestyle changes that affect that plan. Ryan seeks out funds that place a high priority on “active engagement” meaning fund portfolio managers urge their fund companies to improve performance in environmental, social and corporate governance (ESG).
Ryan is a proud member of the Responsible Investment Association and leads, through example, a green and conscientious lifestyle. Servicing the GTA and beyond, Ryan is the two time winner of the Wealth Professional SRI Impact Investing award 2015 and 2016.
At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.
You are unique. Your financial plan should be, too. Our advice is about more than smart money management. It’s about seeing the bigger picture, identifying risk and discovering opportunity. It’s about learning your aspirations and your goals, then building a personalized plan to reach them.
For people seeking financial well-being, we provide a proven process for creating meaningful happiness through identifying how you want to live, then developing and implementing a clear, concise financial plan to help you achieve your goals.
Our independence allows us to give our clients unbiased advice based upon their unique situation, with no influence or limitations based on product selection. This division of our advice and our compensation is an important distinction to us and has been a core principle of our firm since its inception.
My specialty is in socially-responsible investing, charitable giving and philanthropic strategies. I believe that you can accomplish your financial goals while investing in a responsible and sustainable way.
We believe investors should not have to sacrifice their core values to meet their financial goals, so we created the Blue Heron ESG Leader Portfolios to offer Responsible Investing to our clients.
The flexibility of our discretionary managed portfolio system has allowed us to be innovative in our thinking and launch these portfolios that focus on sustainable investing. In a dynamic, interconnected world, there is no “simply getting rid of stocks, bonds or investment funds that are unethical or morally ambiguous,” We developed tough screening criteria – our Blue Heron Investment Principles – which constitute a methodology to remove subjectivity from our Environmental Social and Governance (ESG) screening and create a reasonable, objective, and repeatable means to identify better companies and build better portfolios.
Our financial planning approach starts by listening. We want to achieve a full understanding of where you are, and where you would like to go. We work with our clients to develop a meaningful plan for them. We listen, to identify key issues and help you to understand the options available. From this we guide you through the process to make better informed decisions.
We have the scale, flexibility and independence to tailor solutions just for you.
Julia Chapman combines over 25 years of business management with a passion for helping families to focus on what matters most. In her career as an advisor with Investment Planning Counsel, she uses her strengths as a communicator to translate complex financial planning concepts into plain language for her clients – whether they’re on the road to retirement, living their retirement dreams, or facing one of the many challenges that life tosses in our direction as we age.
Julia has worked continuously to expand her knowledge and skills, earning her Certified Executor Advisor (CEA) designation and her Certified Professional Consultant on Aging (CPCA), both of which have helped her to understand the social, legal, and financial issues facing a maturing population. She also recently earned her Responsible Investment Specialist (RIS) designation which allows her to advise on ethical investment options. She has been a member of Advocis – The Financial Advisors Association of Canada – for 15 years.
We provide comprehensive investment and financial planning with a screen for socially responsible companies in both Canada and the United States.
Alicja Brown is an Investment Advisor with CIBC Wood Gundy. For over ten years, she has been helping clients achieve their financial goals through comprehensive tax, estate, business succession and retirement planning.
Clients can expect a high level of service from Alicja and her team. Customized financial plans define each client’s own goals. An action plan details specific steps and a timeline of achievement. We build a team of professionals around our valued clients consisting of accountants, estate lawyers and others to ensure the alignment and prioritization of financial goals.
She is a member of FP Canada, the Alberta and Ontario Insurance Councils and holds a Bachelor of Science degree from the University of Alberta. She is on the Board of the Responsible Investment Association of Canada.
Alicja is passionate about responsible investment and looks forward to a day when the integration of environmental, social, and corporate governance factors are a step in every investment selection process.
Patrick entered the financial industry in 2011 after returning from a six-month teaching trip in London, England. As a certified teacher with a keen interest in finance, Patrick was inspired to combine his skill set. Once landed back in Canada he quickly began his journey to becoming a Financial Advisor – it was a natural fit!
Since 2012, Patrick’s main focus has been holistic financial advice for his clients – considering all aspects of their financial picture. Now a Certified Financial Planner, Patrick assists clients in making calculated steps toward their retirement, tax, and estate planning goals. And he does so in a friendly and common-sense manner that is easy to understand – he is a teacher after all!
Patrick holds an Honors BA in Social Justice & Peace Studies and Political Science from Western University, a Bachelor of Education (U of T), and is a member of the Responsible Investment Association and Rotary International.
Patrick’s dedication to social justice goes beyond the office and socially responsible investments. He has participated in various humanitarian initiatives, including free educational summer camps for children in Jamaica, a month-long food security delegation to El Salvador, among others.
When not at the office, Patrick is spending time with his wife Rita, and their children. He has the travel bug and also enjoys skiing, scuba diving, and learning new hobbies.