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.
- Kathryn Black, Director of Sales Enablement at Fidelity Canada
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Investment Executive’s women in finance stories
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.
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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:
Thank you to our 2022 sponsors
Content from 2021
A Partner Report Series from 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.
Read our previous Stories of Challenge
• Stories of Challenge – Cynthia Currie
• Stories of Challenge – Ying Du
• Stories of Challenge – Kristi Ashcroft
• Stories of Challenge – Fate Saghir
• Stories of Challenge – Lesley Marks
• Stories of Challenge – Leisha Roche
Stories of Challenge – Leisha Roche
Marketing visionary Leisha Roche is senior vice-president and head of marketing at Mackenzie Investments.
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.
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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.
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This webinar dives deeper into how the pandemic brought with it a recession that has disproportionately affected women. Watch the replay!
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- Andrea Andersen, General Partner and Financial Advisor, Western Canada Area Leader, Edward Jones Canada
- Vivian Hsu, Director, ETFs and Alternatives, Fidelity Investments 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.
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Investment Executive’s women in finance stories
- TD closes three-year $500-million green bond
- SMEs gave women smaller raises than men in 2021: survey
- Climate risk, diversity top proxy issues for 2022
- WCM announces 2021 award recipients
- Diversity, labour issues a growing investor priority
- Tackling the she-cession with financial literacy
- The median is the message: the problem with pay equity efforts
- Gender diversity a work in progress at banks
Thank you to our 2021 sponsors
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?
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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.
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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.
- Catherine Milum, Head of Wealth Sales, Wealth and Asset Management, Canada, Manulife Investment Management
- Hatice E. Pakdil, Vice President, Investment Advisor, TD Wealth Private Investment Advice
- Christine Rodrigues, Senior Vice-President and Chief Operating Officer, National Bank Independent Network
- Vivian Hsu, Director, ETFs, Fidelity Investments Canada
Thank you to our 2020 sponsors
