Gender stereotypes can lead financial advisors to inadvertently assume an inappropriate level of knowledge or risk propensity for a client. So what can be done to ensure thorough, bias-free client discovery? This year’s Women in Finance series will examine the strategies, tactics and fact-based research that can help financial advisors serve all of their clients better.

Investment Executive’s women in finance stories

Assumptions based on gender, age, race and socioeconomic background can affect the way you assess clients’ goals

This year’s Women in Finance virtual roundtable discussion digs into the strategies, tactics and fact-based research that can help financial advisors serve all of their clients better.

Sponsored by:

Fidelity Investments
NEI Investments
Sun Life Global Investments
TD

Thank you to our 2022 sponsors

Fidelity Investments
NEI Investments
Sun Life Global Investments
TD Asset Management

Content from 2021

A Partner Report Series from Mackenzie Investments

Mackenzie Investments

Stories of Challenge – Gillian Seidler

Gillian Seidler, Vice-president and Chief Compliance Officer at Mackenzie Investments, was out for a run in August 2020 when she fell and fractured her ankle.

Dahabo Ahmed-Omer, executive director of The BlackNorth Initiative, shares practical ideas for how financial services firms can work toward more inclusive and equitable workplaces. Watch the video.

Dahabo Ahmed-Omer, executive director of The BlackNorth Initiative, shares her moving story of how she overcame adversity and how she uses her hard-won experience to help others in her community and beyond. Watch the video.

This webinar dives deeper into how the pandemic brought with it a recession that has disproportionately affected women. Watch the replay!

Sponsored by:

Fidelity

- Andrea Andersen, General Partner and Financial Advisor, Western Canada Area Leader, Edward Jones Canada

In the wake of the “she-cession,” initiatives like Return to Bay Street can help women re-enter the workforce after an absence.

Watch the replay here for this webinar featuring renowned Canadian entrepreneur Michele Romanow on how to build resilience and overcome obstacles to achieve success in your life and career.

Thank you to our 2021 sponsors

Edward Jones
Fidelity
Franklin Templeton
TD Asset Management

Content from 2020

Did you miss this webinar featuring practitioners and subject-matter experts sharing their advice for managing teams and portfolios successfully during a crisis?

Sponsored by:

Fidelity

Don’t miss the replay! In this webinar, two industry experts share their story of working in the industry and discuss their motivations and challenges.

Brought to you by:

What are some of the challenges women in finance face when delegating? What advice do you have for people juggling work, childcare and/or eldercare? Hear what Julia has to say.

The pandemic resulted in widespread closures of schools, childcare centres and day camps, which forced many people — particularly women — to rethink their priorities.

Julia Chung is a team builder, a leader, an author, and public speaker. As chief executive officer of two women-owned and women-led companies, Spring Plans, an advice-only financial planning firm, and Admin Slayer, a successful virtual assistant company, she focuses on providing the tools and resources needed to create success — whatever that looks like for each person and business.

Thank you to our 2020 sponsors

Fidelity
Manulife Investment Management
National Bank
TD Asset Management