Mentorship is often touted as a way to support the next generation of financial advisors, a path to finding and educating a successor, and a rewarding way to give back. But what makes a mentorship relationship successful?

This virtual roundtable, hosted by and Investment Executive which aired live Wednesday, March 6, 2024 at 1:00 pm ET, panelists will discuss their experiences with mentoring and being a mentee. Receive practical advice on how to find a mentor, tips for a strong relationship, and how mentoring can nurture both a practice and a career.

Moderated by:
Melissa Shin, Editorial Director, Investment Executive

Presented by:
Alice Ambrosie, Vice-President, Practice Management,
CI Global Asset Management
Mary Ellen Byrne, Senior Portfolio Manager, Senior Investment Advisor,
TD Wealth
Odette Hutchings, Chief Operating Officer, WCM

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 6, 2024 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 CIRO Cycle 10 (IIROC). CE accreditation is powered by CE Corner.

If you attended the live webinar, you will receive an e-mail notification from CE Corner when your CE certificate from FP Canada and CIRO Cycle 10 (IIROC) is ready.

If you do not yet have a profile on CE Corner, you will need to create one to obtain your CE accreditation.

If you have any questions, please contact

Sponsored by:        

Industry association partner: