People, Planet, Profits.
That’s what Socially Responsible Investing means to me.
For over 20 years, I have been advising clients on how to integrate environmental sustainability, social responsibility and good corporate governance (ESG) issues into their investment decisions.
A trailblazer in Canadian SRI, I am excited to be helping build capacity and community in Impact Investing.
I offer:
• a principled approach to investing
• education about money and investments
• a holistic financial planning approach including tax and retirement planning
• communication based on your preferences as to the frequency and medium (face to face meetings, video, telephone, email, etc.).
If you are looking for an accessible, jargon free advisor who is passionate about building a better world, please contact me.
Sucheta has an LL.B. from Osgoode Hall Law School. She is a graduate of the Canadian Securities Institute’s Professional Financial Planning Program, a Certified Investment Manager (CIM), a Fellow of the Canadian Securities Institute (FCSI) and a Certified Financial Planner (CFP). Sucheta has also earned Canada’s Responsible Investment Advisor Certification (RIAC).
She is a past President of the Board of the Responsible Investment Association’s predecessor, the Social Investment Organization, and has also volunteered on the Boards of East End Community Health Centre, Straight Goods and Planet in Focus and the Catherine Donnelly Foundation..
Full service advisory business supporting life’s changes and providing guidance with personal and business planning strategies.
Following an educational approach to managed money and focusing on how the different investment styles and disciplines complement each other to reduce risk, allows you to stay fully invested when you need to be.
Rick Morson has been an Investment Advisor on Vancouver Island for over 30 years. He has been proud to call the Comox Valley home for the past 22 years. Rick believes in contributing both personally and professionally to the remarkable Comox Valley.
As an Investment Advisor, Portfolio Manager Rick specializes in income oriented investments and has a diverse portfolio of private and public-sector clients. He takes an educational approach to advising his investors and clients. Over three decades of experience has taught Rick that the most successful investors are those who participate in the process and take advantage of learning opportunities.
As Rick designs a plan based on your values, he also applies those principles to your investments by offering responsible investment options. Responsible investment is the integration of environmental sustainability, social responsibility and corporate governance factors (ESG) into the selection and management of portfolios. It’s about managing risk to long-term shareholder and stakeholder value by analyzing ESG factors alongside of traditional financial ratios and research.
Rick believes responsible investments will allow his clients to leave a greater legacy for their children and grandchildren. It also provides him, in his role as your Investment Advisor, an opportunity to advise, educate, and leave the world a better place.
360 Private Wealth Management, in partnership with Manulife Securities Inc. and Manulife Securities Investment Services Inc., is an independent financial life planning and wealth management firm, based in Winnipeg, Manitoba Canada. We are a group of like-minded financial advisors, backed by an experienced support team. Working with allied tax and legal professionals and our partners, including Manulife Securities, we provide financial life planning and wealth management services to a wide range of individuals, families and businesses.
Using our proprietary Natural Wealth® Process, working in tandem with our clients’ tax and legal specialists and, where appropriate, our own allied tax and legal specialists, we develop action-oriented financial life plans and construct investment portfolios and insurance programs to help each of our clients realize their unique life vision.
Our driving purpose in all that we do is to help each of our client households build lifetime financial well-being and the wealth they need to realize their unique life vision.
I believe that successful investing is more than just a numbers game. As a leader in both the non-profit and business sectors, I have learnt that building and growing a sustainable enterprise requires the integration of financial & economic considerations with environmental, social and governance (ESG) issues.
My investment career began over 25 years ago after a diverse background of farming, forestry and soldiering. I have worked with boutique investment dealers, a major Canadian bank owned dealer and a Global Investment Bank. I am currently a Managing Director & Portfolio Manager of a multi-family office and Investment Counsel. Previously I have served as a branch manager and associate director responsible for teams of advisors which added to my broad career experience and skills. Nevertheless, the well-being of my clients is, and always will be, my primary focus.
All of my clients benefit from a systematic process that allows me to assess their needs and build a plan that will guide them to their goals. In doing this I take into account their personal values that may affect their investment choices. The investment process is no less rigorous and integrates financial analysis with ESG considerations.
I hold the Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations from the Canadian Securities Institute. I have also earned the Responsible Investment Specialist (RIS) and Responsible Investment Advisor Certification (RIAC) from the Responsible Investment Association and PRI Academy.
Work aside, my community volunteering keeps me active as chair/director (current & past) of a number of Greater Victoria organizations including Camosun College, Garth Homer Society, Duke of Edinburgh Awards Society, the Saltspring Island Advisory Planning Commission (Islands Trust), and Greater Victoria Public Library. I am also a Rotary Club member.
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time.
As part of the team, Christian Farstad builds customized, tax-efficient portfolios that rigorously reflect a client’s income, capital preservation, asset growth expectations, and tolerance for risk.
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.
587.747.6629
patti.dolan@wellington-altus.ca
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.
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.