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SAGE Connected Investing’s Patti Dolan recognized at Wealth Professional Awards

Financial award recognizes Responsible Investing

July 9, 2018 by Centaine Tyler on SAGE Connected Investing

The NEI Investments Award for Excellence in Responsible Investment recognizes the financial advisor or team that provides “outstanding socially responsible investment strategies for their clients.”

It is the only award that specifically recognizes responsible investing at the Wealth Professional Awards, and in June 2018, Calgary’s own Patti Dolan – Chief Ethics Officer at SAGE Connected Investing – was honoured to take home the award.

“Many investment firms dabble, but this is what we live and breathe at SAGE Connected Investing,” Patti says. Patti herself was an early adopter of Responsible Investing, having specialized in the practice since 1995.

Responsible investing is the practice of investigating funds and businesses for proper governance – with attention to social and environmental impact – before investing in them. SAGE specializes in aligning client values with their investment portfolios.

She didn’t think much of the nomination initially and wasn’t intent to pursue it until SAGE founder Brad Moore pushed her to do it. “He knows the work we do around this and how we take it to heart.” She says. “It’s nice to have that recognized.”

The win took her by surprise. “I was already there for a panel discussion, and then the dinner happened to be the next night. It was quite a fancy ordeal.”

“I had just barely sat down for dinner when the man next to me said ‘They called your name!’”

 The award serves as a validation of the work that SAGE has done, and that Responsible Investing has a leading edge in the Canadian market.

“It just reinforces that our strategies are moving in the right direction. I hope that this recognition will open the door for more people to realize that investing responsibly is possible.”


  1. Click here to learn more about SAGE Connected Investing and its services.
  2. Check out Patti and the rest of the SAGE team here.
  3. Learn more about the Wealth Professional Awards.
  4. Follow Patti on Twitter for updates and tips from the financial world.
  5. Click here to check out SAGE Connected Investing’s Sustainability Profile.