Patti B. Dolan

Patti B. Dolan, CFP®, CIM®, FCSI®, RIAC is a seasoned financial professional with extensive experience in portfolio management and wealth advisory services. Currently serving as a Portfolio Manager and Senior Wealth Advisor at Wellington-Altus Private Wealth since October 2021, Patti previously held the position of Portfolio Manager at Raymond James Ltd. from December 2011 to October 2021, as well as at Mackie Research Capital from June 2007 to December 2011. Patti commenced a career in finance at Midland Walwyn as an Investment Advisor from 1991 to 1996 and further developed expertise at Pacific International Securities between 2003 and 2007. Education includes studies at the Southern Alberta Institute of Technology and the University of Calgary. Professional focus encompasses modular wealth planning, estate planning, retirement planning, investment strategies, and responsible investing.