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
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 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 25 years, the last 23 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 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). The family is 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.
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.
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.
With a focus on socially-responsible investing, Scott Boassaly advises individuals and organizations with a unique combination of values-based investing, financial planning and wealth management. His expertise and close partnership with responsible investment fund companies enables his clients to invest confidently in a values-based way, all while benefiting from sound advice on addressing the financial needs of their families or stakeholders.
Come find your balance with us.
WEALTH PLANNING IS ABOUT MUCH MORE THAN MONEY.
True wealth is defined as the ability to live life on your terms and to reach the goals that you set for yourself, your family and your business to create a legacy that reflects your values.
The Blanchard Group helps you and your family redefine your relationship to money through financial independence planning and a sustainable investment strategy that integrates environmental, social and governance factors – so you can focus on living your abundant life.
We believe the best way to generate superior risk-adjusted returns is to fully incorporate long-term environmental, social and economic trends within investment decision-making.
Please contact us or visit our website to learn how we can help you create a life in alignment with your deepest values.
With an extensive financial background, Charlene is able to provide a total wealth management experience for all her clients. This includes estate, financial, and retirement planning as well as quality investment advice, insurance and discretionary portfolio management, with a focus on social responsible investments and tax efficiency. Charlene believes in providing the right advice and solutions that are easy to understand that brings real value to your life.
Peter Bennett is a certified financial planner, licensed in insurance, mutual funds, and labour sponsored funds. He has almost 40 years of experience in fee or commission based planning. Peter has been part of the Legacy Wealth Coach network since 2001. His firm uses a values-based planning approach designed to answer three questions: What does it mean to be financially independent? What is an appropriate legacy for my family? Is my estate arranged in a manner consistent with my values? Part of the values conversation explores the use of RI as a criteria for investment decisions. Peter obtained his RIS designation in 2019.
Peter joined the Estate Planning Council of Toronto in 2011. He is a member of the Toronto Chapter of the Canadian Association of Gift Planners and is a graduate of their Advanced Gift Planning Course in 2007 and 2024. He was a speaker at their 2008 conference in Vancouver and again in 2010 in Edmonton. He has also presented at the local chapter of Leave a Legacy. He also spoke at the 2009 and 2015 Freedom 55 Financial Summit in St. John’s Newfoundland and Toronto. He has spoken widely to religious, industry, and other organizations on the benefits of planned giving. He has also presented to groups on the subject of responsible investing.