The Women in the Financial Industry conferences in 2020 have been reimagined as a virtual Women in Finance series, allowing attendees from across Canada to learn from prominent women in the industry. The virtual series will discuss women in finance, leadership and managing through a crisis, and will explore the challenges, expectations and opportunities that women in the financial industry face.

Webinar: Managing teams and portfolios through a crisis — advice for advisors

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

Investment Executive’s women in finance stories

“Women often think they have to know everything – you don’t. You need passion, and the number one thing I look for is people who want to grow.”

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

“Firms are seeing the quality of the relationships that women have brought to the table.”

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

A step back for women in finance

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

Sponsored by:

Fidelity Investments Canada
Manulife Investment Management
National Bank Financial – Wealth Management

“I’ve seen the virtual environment push people outside their normal comfort zone and prompt them to ask more questions, and that’s a good thing … but, most important, be true to your own personality.”

Vivian Hsu, Director, ETFs, Fidelity Investments Canada
Fidelity

The new normal: lessons learned through 20+ years in the financial services industry

In this webinar, two industry experts will share their story of working in the industry and discuss their motivations and challenges.

Brought to you by:

TD Wealth

Julia Chung on working in 2020 and the art of delegation

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.

Sponsored by:

Fidelity Investments Canada
Manulife Investment Management
National Bank Financial – Wealth Management

“To be a great leader, you need to be authentic, make people feel appreciated, support new ideas and create an environment where people feel comfortable speaking up.”

- Christine Rodrigues, Senior Vice-President and Chief Operating Officer, National Bank Independent Network

Get to know our speaker: Julia Chung

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.

Sponsored by:

Fidelity Investments Canada
Manulife Investment Management
National Bank Financial – Wealth Management

Thank you to our sponsors

Fidelity
Manulife Investment Management
National Bank
TD Asset Management