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
TD Wealth for Women – Insights from Advisors
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.
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:
Thank you to our 2022 sponsors
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!
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.
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:
- Andrea Andersen, General Partner and Financial Advisor, Western Canada Area Leader, Edward Jones Canada
- Vivian Hsu, Director, ETFs and Alternatives, Fidelity Investments 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.
Stories about women in finance from Advisor’s Edge
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?
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.
- Vivian Hsu, Director, ETFs, Fidelity Investments Canada
- 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
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
