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.

TD Wealth for Women – Insights from Advisors

TD Wealth
Jocelyn Willoughby, Senior Investment Advisor, TD Wealth Private Investment Advice

Practising philanthropy alongside High Net Worth clients

Find out how philanthropy can also benefit your advisory practice, from Jocelyn Willoughby, Senior Investment Advisor with TD Wealth Private Investment Advice.

Watch the video and read the article now

Stories about women in finance from Advisor’s Edge

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:

TD Asset Management

Thank you to our 2022 sponsors

Fidelity Investments
NEI Investments
Sun Life Global Investments
TD

Content from 2021

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 now!

Sponsored by:

Edward Jones
Fidelity
Franklin Templeton
TD Asset Management

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.

Sponsored by:

Edward Jones
Fidelity
Franklin Templeton
TD Asset Management

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. Watch the replay!

Sponsored by:

Edward Jones
Fidelity
Franklin Templeton
TD Asset Management

- Andrea Andersen, General Partner and Financial Advisor, Western Canada Area Leader, Edward Jones Canada

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.

Sponsored by:

Edward Jones
Fidelity
Franklin Templeton
TD Asset Management

Thank you to our 2021 sponsors

Edward Jones
Fidelity
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:

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:

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.

- 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

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

Fidelity
Manulife Investment Management
National Bank
TD Asset Management