Thanks to longstanding and deep-seated stereotypes, women clients are often thought of as lesser investors than their male counterparts, despite research demonstrating otherwise. Stereotypes hurt all investors whenever an inappropriate level of knowledge or risk propensity for a client is assumed based on gender. Even the most well-meaning and open-minded financial advisor can inadvertently be swayed – so what can be done to ensure thorough, bias-free client discovery?

In this virtual roundtable hosted by Investment Executive and Advisor’s Edge that aired live on Wednesday, March 9 at 1:00 pm ET, our panel of experts dig into the strategies, tactics and fact-based research that can help financial advisors serve all of their clients better.

Moderated by:
Melissa Shin, Editorial Director, Advisor’s Edge & Investment Executive

Presented by:

  • Kathryn Black, Director, Sales Enablement, Fidelity Investments Canada
  • Amanda Correa, Head of Marketing, Sun Life Global Investments
  • Ingrid Macintosh, Vice President, TD Wealth & Executive Sponsor, TD Wealth for Women Program
  • June Zimmer, Vice President, ESG Advisory, NEI Investments and Aviso Wealth

Need CE credits?

Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.
For those who missed the live webinar on Wednesday, March 9 at 1:00 pm ET, the recording is also available on CE Corner.
You will be required to complete a quiz to obtain a CE certificate from FP Canada and IIROC. CE accreditation is powered by CE Corner.
If you attended the live webinar on Wednesday, March 9 at 1:00 pm ET, you will receive an e-mail notification from CE Corner when your CE certificate from FP Canada and IIROC is ready.
If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.
If you have any questions, please contact

This webinar is part of Advisor’s Edge & Investment Executive’s Women in Finance series.

Sponsored by:

Fidelity InvestmentsNEI Investments
Sun Life Global InvestmentsTD