The highly successful virtual Women in Finance series continues in 2021, allowing advisors from across Canada to learn from prominent women in the financial services industry. This year’s series will look at lessons from the dramatic events of 2020 and explore ways that investors and firms alike can ensure women are not left behind by the “she-cession.”

The pandemic brought with it a recession that has disproportionately affected women, particularly women of colour. This could be a business risk: extensive research also shows correlations between diversity within firms and improved financial performance of those firms.

How are the most innovative portfolio managers incorporating a diversity lens into their investment strategies? And how are financial services firms creating inclusive workspaces in an effort to retain top talent and create the conditions for outperformance?

Register now for this webinar to hear experts discuss these topics and share their best practices.

Sponsored by:


Investment Executive’s women in finance stories

Thank you to our 2021 sponsors

Edward Jones
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:


- Catherine Milum, Head of Wealth Sales, Wealth and Asset Management, Canada, Manulife Investment Management

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:

- Hatice E. Pakdil, Vice President, Investment Advisor, TD Wealth Private Investment Advice

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

Manulife Investment Management
National Bank
TD Asset Management