Patti Dolan, senior wealth advisor and portfolio manager at Wellington-Altus Private Wealth Inc. in Calgary, says choosing the responsible investing niche was important. 'It has created many opportunities for me and my career, and enabled me to develop great relationships with clients.
We also had a program in elementary school here in Calgary, where I grew up, in which representatives from the local credit union would talk to the class about saving money. They showed us how to record our savings in those little bank passbooks that people used to use. So, I understood early in life how saving and investing worked.
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