Break the bias: improve how you work with women clients

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.

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Melissa Shin

Editorial Director, Advisor's Edge & Investment Executive

Melissa Shin is the Editorial Director of Advisor’s Edge and Investment Executive. As an award-winning journalist, Melissa turns technical subject matter into accessible content for sophisticated audiences. Her reporting has been cited in university syllabi, in textbooks and to national regulators. Melissa has been with Advisor’s Edge since 2011. Prior to that, she was managing editor of Corporate Knights, a North American magazine focused on clean capitalism. Melissa is the secretary of the board for Fashion Takes Action, a non-profit focused on advancing sustainability in the fashion industry. She is a graduate of the Schulich School of Business at York University.

Kathryn Black

Director, Sales Enablement, Fidelity Investments Canada

Kathryn joined Fidelity in 2013 and is currently Director, Sales Enablement where she is responsible for leading and executing on a variety of projects, initiatives, and technical solutions for Advisor Sales. Kathryn began her career at Fidelity on the sales team where she prospected and partnered with financial advisors. From there, she moved onto recruiting, coaching and leading a dynamic sales team in Western Canada. Kathryn brings more than 12 years of financial services experience in retail banking, wealth management, and product distribution.

Amanda Correa

Head of Marketing, Sun Life Global Investments

Amanda Correa is responsible for developing and executing the marketing strategy and brand awareness for the firm on a national scale, focusing on both the retail and institutional channels and enhancing our client experiences. Prior to joining Sun Life Global Investments in 2021, Amanda was Director, Multi-Channel and Segmentation Strategy at a large Canadian investment fund company. There, she directed targeted marketing efforts to key stakeholders across the distribution landscape to support acquisition and retention strategies.

Ingrid Macintosh

Vice President, TD Wealth & Executive Sponsor, TD Wealth for Women Program

Ingrid Macintosh is a proven investment management executive, leading the overall marketing, enablement, and digital strategy for TD Asset Management (TDAM). Ingrid joined TDAM in 2013 and has held numerous senior management and executive level roles at TD Wealth. As Executive Sponsor of TD's Wealth for Women Program, Ingrid is relentlessly committed to empowering women from all backgrounds achieve financial confidence and growing the number of women represented in financial services. An outspoken advocate for the financial well-being of women, Ingrid is committed to driving tangible change in how the financial services industry can evolve to better serve women.

June Zimmer

Vice President, ESG Advisory, NEI Investments and Aviso Wealth

June leads NEI’s ESG advisory work, connecting the ESG team with its investor and advisor communities. She holds multiple academic designations including a PhD from the University of Regina, and the Sustainable Investment Professional certification from Concordia University. June leads a steering committee for Women in Capital Markets and is a passionate advocate for women in finance.

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