Real talk on mentorship 

Wednesday, March 6, 2024 at 1:00 PM (ET)

Watch now and earn CE credits

Brought to you by:

Illustration by: Colin McRae
Illustration by: Colin McRae

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, panelist 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

About the moderator

Melissa Shin is the Editorial Director of 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 since 2011. Prior to that, she was managing editor of Corporate Knights, a North American magazine focused on clean capitalism. Melissa is the vice-chair 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.

About the presenters

As Vice-President, Practice Management at CI Global Asset Management (CI GAM), Alice is responsible for CI GAM’s advisor practice consulting team. This team develops and delivers educational and professional development programs, one-on-one consulting, and digital content for CI GAM’s key channel partners.

A knowledgeable and engaging consultant, coach and presenter, Alice has a passion for practice management and working with all kinds of wealth management professionals. She has worked with advisors in many different respects through her experience in sales on the asset management side and in management at one of the largest wealth management firms in Canada. Alice sees hundreds of advisors practices across the country and shares the best ideas to help advisors enhance their skills and build more successful businesses.

The first thing you are likely to notice about Mary Ellen is her contagious smile and sense of humor. She makes you feel at ease within moments of meeting her and the relationship only grows from there.

A born achiever, Mary Ellen is driven to work hard and always finds the energy to take on new challenges. She sees the potential in everyone and finds strength and satisfaction in helping others. All these attributes allow Mary Ellen to offer clients a best in class approach to wealth management.

With the belief that education is paramount in this industry, after earning her Bachelor of Commerce degree at Saint Mary’s University, Mary Ellen achieved two prestigious designations: Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®). She is also a Life Insurance Advisor with TD Wealth Insurance Services.

Odette is the Chief Operating Officer at WCM, a not for profit dedicated to increasing gender
equity and diversity in the finance industry. She works with WCM’s stakeholders, partners, and
internal team to foster talent and drive equity in the industry. Prior to joining WCM, Odette
worked with Ag-Tech company Sustainitech in their seed extension round of investments. From
2018 – 2020 Odette served as the Executive Director of Sustainival, the World’s First Green
Carnival. Previously, Odette served as Senior Manager at Global Citizen, where her work
contributed to victories in advocacy and public engagement with the United Nations Sustainable
Development Goals.