THE NEI INVESTMENTS AWARD FOR
EXCELLENCE IN RESPONSIBLE INVESTMENT WINNER Patti Dolan
SAGE Connected Investing
FINALISTS Aaron Ruston
Purposed Financial Corp.
Carol Smith
Desjardins Financial Security Investments
Laurie Stephenson
Starboard Wealth Planners
Michael Silicz
The Silicz Birdsall Advisory Group (National Bank Financial)
Stephen Whipp
Leede Jones Gable
Sterling Rempel
Future Values Estate & Financial Planning PROUDLY SPONSORED BY
NEI Investments is a national investment firm with more than $6 billion in assets under management. It offers Canadian retail investors unique access to top independent money managers through high-quality investment solutions in two fund families, Northwest Funds and Ethical Funds. Its products provide investors with a full range of investment management styles, as well as conventional and socially responsible investment choices.
RESPONSIBLE INVESTING is increasingly governing clients’ decisions as they seek to align their portfolios with their beliefs and values. Calgary-based advisor Patti Dolan has been at the forefront of responsible investing since it was in its infancy in the 1990s. “Your money can make a difference,” she said. “We do a lot of engagement around the investment, so [it’s about] knowing your
“I do a lot of volunteering around responsible investing ... I don’t just sell mutual funds; I actually believe in the whole process” PATTI DOLAN SAGE Connected Investing
money isn’t just making money, but it’s actually influencing companies on doing better. It been statistically proven that RI actually outperforms, so it’s a better return, less volatility, and your money is doing good.” “There’s been a growing trend and presence with responsible investing in Canada and around the world,” said Luis Spadini, vice-president of sales at award sponsor NEI Investments, “and what we’re seeing is a real adoption by a number of advisors, so it’s a great opportunity for us to thank people who are representing their business through this means.”
Patti Dolan SAGE Connected Investing
Louis Spadacini NEI Investments
For more information, visit neiinvestments.com
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