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Women in Financial Services

Making progress against bias; why women have an advantage; starting your own shop; finding work/life balance; and much more. A special report from the Mid-February 2016 issue of Investment Executive.

February 11, 2016

Trailblazer: three decades of change

Rebecca Horwood was only the second woman to be hired at Canada Life's main office in Toronto. Before that, she worked in the fashion industry. But her attraction to the new, as well as a flair for numbers, drew her to financial services

  • February 12, 2016 November 9, 2019
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One size does not fit all

Erin Roy has excelled running her own business in a small town. Flexibility is key to her success, at work and at home

  • February 12, 2016 November 9, 2019
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Lessons from experience: Choose your battles

A seasoned executive says women need more confidence about balancing jobs and family

  • February 12, 2016 November 9, 2019
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Gender parity still a distant goal

The prime minister set a shining example when he named his cabinet, 50% of whom are women. But while financial services regulators are taking steps in the right direction, Corporate Canada has a long way to go to reach diversity, let alone parity

  • February 12, 2016 November 9, 2019
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Setting up your own shop

A growing number of working women say that they dream of opening their own shop. Although that route can be a solid alternative on-ramp to success, careful preparation is needed, both in training and focusing on goals

  • February 12, 2016 November 9, 2019
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Finding clients: Play to your strengths

The days when many clients wouldn't entrust a woman with their finances are long gone. And the growing wealth of women as a group can be an opportunity for women advisors to connect. But self-confidence still can be an issue

  • February 12, 2016 November 15, 2019
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Scaling up at the independents

Several firms are taking steps to recruit and support women in financial advisory positions. Those initiatives are not just the right thing to do they also boost the bottom line

  • February 12, 2016 November 9, 2019
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Tech Tips: Squeeze more out of your day

While technology can seem like something that makes work ever-present, the adept use of mobile connections also can be the working mom's best friend. Just don't forget to use the "off" button

  • February 12, 2016 November 9, 2019
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A positive balance

Managing a successful financial advisory career while raising a family is not easy. Three women offer advice on what works for them

  • February 12, 2016 November 9, 2019
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The times are changing

In a once overwhelmingly male-dominated business, women are proving to possess the attributes of an ideal advisor

  • February 12, 2016 November 9, 2019
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