ABOUT


Returning for its fifth year, the Women in Wealth Management Summit connects women and allies across the industry to share experiences, exchange knowledge and best practices, and celebrate progressive leadership.   

Let’s draw on women’s unique strengths to collectively shape a more diverse industry, overcome barriers to attract and retain more women to stay in wealth management, and elevate each other to excel. Join us for an empowering day of new ideas, connections, and actions that will help you advance in your career.  

Women in Wealth Management is dedicated exclusively to helping the wealth management industry connect, interact, and succeed.

Why attend?

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    Collaborate with inspiring leaders and changemakers and gain practical strategies to support women in the industry  

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    Discover actionable takeaways on how to conquer challenges and create opportunities for career progression

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    Gain insights on how a female-centric approach to wealth can drive the industry forward

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    Keep ahead of the latest best practices, industry trends and thought leadership to create positive industry change

SPEAKERS


Kim Shannon
Kim Shannon

Founder and Co-Chief Investment Officer
Sionna

Catherine Dorazio
Catherine Dorazio

Managing Director, Business Development
Connor, Clark & Lunn Private Capital

Christine Rodrigues
Christine Rodrigues

Senior Vice-President and Chief Operating Officer
National Bank Independent Network

Niki Prodanovic
Niki Prodanovic

Principal, Canada Operations
Edward Jones

Julie Petrera
Julie Petrera

Senior Strategist – Client Needs
Edward Jones

Lisa Langley
Lisa Langley

President, CEO & Founder
Emerge Canada Inc.

Naveen Rakkar
Naveen Rakkar

Head of Human Resources
Edward Jones

Jessica Keus
Jessica Keus

Investment Advisor
Wellington-Altus Private Wealth

Tammy Scuralli
Tammy Scuralli

Financial Advisor
Edward Jones

Diana Oddi
Diana Oddi

Director of Marketing, Communications and Practice Management
Mandeville Private Client Inc.

J Lynne Stewart, B.SC, MBA
J Lynne Stewart, B.SC, MBA

Director, Practice Management
Worldsource Wealth Management

Lynn Stibbard, CPA, CGA, MBA
Lynn Stibbard, CPA, CGA, MBA

Chief Financial Officer and Chief Operating Officer
Harbourfront Wealth Management

Jenifer Rush MBA, CFS, CAIA
Jenifer Rush MBA, CFS, CAIA

Head of Responsible Investing and Manager Research
Sun Life Global Investments

Helen Hayes
Helen Hayes

Managing Director and Head of iShares Canada
BlackRock

Edward Simpson
Edward Simpson

Investment Advisor
Mandeville Private Client Inc.

Michelle Hastick-Cowell
Michelle Hastick-Cowell

Senior Investment Advisor
Mandeville Private Client Inc.

Khushboo Jha
Khushboo Jha

Founder and CEO
BuyProperly

Sophia Lee
Sophia Lee

District Vice President Retail Investments, Wealth Sales
Manulife Investment Management

Sandy Gerber
Sandy Gerber

Chief Marketing Officer
Harbourfront Wealth Management

Kristine Beese
Kristine Beese

Founder and CEO
Untangle Money

Sue Foley
Sue Foley

CFP, Owner
Hartry Foley Financial. Worldsource Financial Management

Lindsey Tropea
Lindsey Tropea

Senior Leader in Wealth and Asset Management Consulting
Ernst & Young LLP

James Burton
James Burton

Managing Editor
Wealth Professional

AGENDA


All times in ET
  • Registration and virtual orientation
  • Opening remarks
    Niki Prodanovic
    Niki Prodanovic

    Principal, Canada Operations
    Edward Jones

  • Opening Keynote: Finding your Power – How to connect with and combine your strengths to become a better leader

    Leading well requires continuous personal and professional development. In this session, hear from top industry trailblazer, Kim Shannon, on how to identify and invest in your skills and abilities, and those of your team, to remain an authentic and effective leader. With over 35 years in the industry, Kim has received numerous awards, including Canada’s Most Powerful Women: Top 100 Award (2007, 2017), was recently inducted into the IIAC Investment Industry Hall of Fame 2022, and founded Sionna, one of the largest independent investment firms led by a woman, in 2002.

    Kim Shannon
    Kim Shannon

    Founder and Co-Chief Investment Officer
    Sionna

  • FIRESIDE CHAT: Tipping the scales – Post-pandemic shifts for women in wealth and what this means for the industry
    Women face unique challenges personally, professionally, and financially, and for the first time, this uniqueness is being embraced by the financial services industry. The pandemic was a turning point for women, bringing into focus what really matters and impacting the way we service women clients, recruit women advisors, and more. The panel will discuss the development of a new focus on women since the pandemic and how this impacts both clients and advisors.
    • Understand how the impacts of the pandemic have changed the way we engage with women clients
    • How our ability to understand the unique needs of women clients is paramount to success
    • Explore the development of the industry towards gender equity and how to foster a culture of belonging that supports the needs of women advisors
    • Practical strategies for recruiting and retaining women in the industry
    Moderator
    James Burton
    James Burton

    Managing Editor
    Wealth Professional

    Panelists
    Julie Petrera
    Julie Petrera

    Senior Strategist – Client Needs
    Edward Jones

    Naveen Rakkar
    Naveen Rakkar

    Head of Human Resources
    Edward Jones

    Tammy Scuralli
    Tammy Scuralli

    Financial Advisor
    Edward Jones

  • The Power of Communication – Accelerate your business growth and your path to the C-suite

    Hear key insights from an inspiring senior leader, award- winning author, and single mother. Sandy will share her pivotal moments and the key action strategies she used to grow one of her businesses from her bedroom into a Top 100 Fastest Growing Companies in British Columbia and the key capabilities she needed to learn to become an impactful C-suite executive in three male dominated industries.

    • A look at the key qualities and capabilities that will equip you to be a senior leader 
    • Learn strategies for developing your own authentic leadership 
    • Practical tips for increasing your visibility and eligibility 
    Sandy Gerber
    Sandy Gerber

    Chief Marketing Officer
    Harbourfront Wealth Management

  • Lunch break
  • PANEL: Innovating the model – The value of a women-centric approach

    It is well documented that women often take a different approach to investing, with greater emphasis on values, long-term strategy and sustainable, responsible investments. This means it’s time to build a new model to better serve women’s priorities. Gain insights on how the wealth industry can update the traditionally intimidating and behind-closed-doors model of wealth management through a new women-centric approach. This panel considers using different performance metrics for women’s priorities, including ESG and the qualitative elements of investment, towards a new vision for wealth and estate planning. 

    • How can we innovate wealth management through a female mindset and approach to investing?  
    • What do women bring to the table that can further positive change in the industry? 
    • How can a new model help attract the younger generation into wealth management? 
    • How to harness digital innovation while maintaining human connection  
    Moderator
    J Lynne Stewart, B.SC, MBA
    J Lynne Stewart, B.SC, MBA

    Director, Practice Management
    Worldsource Wealth Management

    Panelists
    Jenifer Rush MBA, CFS, CAIA
    Jenifer Rush MBA, CFS, CAIA

    Head of Responsible Investing and Manager Research
    Sun Life Global Investments

    Sophia Lee
    Sophia Lee

    District Vice President Retail Investments, Wealth Sales
    Manulife Investment Management

    Kristine Beese
    Kristine Beese

    Founder and CEO
    Untangle Money

    Sue Foley
    Sue Foley

    CFP, Owner
    Hartry Foley Financial. Worldsource Financial Management

  • PANEL: Mentoring to empower women in wealth – How we can elevate each other’s success

    With the goal to achieve gender parity in the industry and consider the needs of today’s multigenerational workforce, opportunities for mentoring and reverse mentoring can be an effective way to create space to share ideas and push forward each other’s success. Mentoring relationships introduce varied experiences and diverse perspectives and provide new insights on how to advance in your career. This panel will focus on the benefits of both having and being a mentor – and how we can harness mentorship to attract more women to the industry as well as retain them. 

    • Explore the powerful growth opportunities that mentoring can bring to your career
    • Can mentoring encourage more women and underrepresented groups to join and stay in the industry? 
    • How do you establish a productive mentor and mentee relationship?  
    • Learn key takeaways from the unique experiences of mentors and mentees 
    Moderator
    Lindsey Tropea
    Lindsey Tropea

    Senior Leader in Wealth and Asset Management Consulting
    Ernst & Young LLP

    Panelists
    Michelle Hastick-Cowell
    Michelle Hastick-Cowell

    Senior Investment Advisor
    Mandeville Private Client Inc.

    Khushboo Jha
    Khushboo Jha

    Founder and CEO
    BuyProperly

    Kim Thompson
    Kim Thompson

    Senior Vice President of Strategy and Advisor Services
    Harbourfront Wealth Management

  • The power of a personal brand – Developing your reputation as a thought leader

    Developing your own personal brand of thought leadership establishes your expertise and voice as a trusted source within the industry. Social media is an excellent tool for establishing authenticity, but how do you develop an effective content strategy while considering regulatory restrictions? This session will dive into practical tips on how to increase your social media presence to communicate an authentic voice, raise your visibility in the wealth space and establish your unique personal brand as a leader. 

    • Improving your digital footprint: leveraging popular social platforms like LinkedIn and Instagram to market and build your brand  
    • Unpacking your niche areas of expertise to build your reputation as a thought leader  
    • Tips and tactics for establishing your own personal brand 
    • How to use social platforms to deepen your relationships with current clients and attract your pipeline 
    Jessica Keus
    Jessica Keus

    Investment Advisor
    Wellington-Altus Private Wealth

  • Interactive networking roundtable discussions

    You’ve heard from our expert on how to stand out from the crowd with your personal brand. Now it’s over to you! Grab a coffee and take this opportunity to reflect on your own personal brand in roundtable discussion groups. 

  • PANEL: The transfer of wealth to women – The opportunity for advisors

    Research shows that by 2026, women in Canada will control almost half of all accumulated financial wealth, as a result of inheritance and increased income. With wealth transfer peaking in 2030, and more women looking for financial advice than ever before, it’s crucial to understand the needs of female clients in order to future-proof your business. In this session, we will unpack the unique need for female advisors in a changing wealth space – and how you can best prepare for new opportunities ahead. 

    • Facts and figures on the female economy, and what they mean for the wealth management industry 
    • How can we attract and retain more women to best serve increasing numbers of female clients? 
    • Ways to attract the next generation into wealth management 
    • New standards for work-life balance and benefits in the wealth space 
    • How to establish your unique value proposition to inform your approach to client management  
    Moderator
    Diana Oddi
    Diana Oddi

    Director of Marketing, Communications and Practice Management
    Mandeville Private Client Inc.

    Panelists
    Christine Rodrigues
    Christine Rodrigues

    Senior Vice-President and Chief Operating Officer
    National Bank Independent Network

    Catherine Dorazio
    Catherine Dorazio

    Managing Director, Business Development
    Connor, Clark & Lunn Private Capital

    Lisa Langley
    Lisa Langley

    President, CEO & Founder
    Emerge Canada Inc.

    Edward Simpson
    Edward Simpson

    Investment Advisor
    Mandeville Private Client Inc.

  • Closing Keynote Fireside Chat: Navigating the markets – Notable trends to future-proof your business
    Market volatility, a rising rate environment and digital disruptions are just a few of the forces evolving the wealth management landscape. New technologies and hybrid models are changing the way advice and investment products are delivered. As we navigate global market forces, what are the latest trends, opportunities and outlook for the investing environment in the year ahead? In this session, hear from Helen Hayes, Head of iShares Canada on the BlackRock Investment Outlook. Discover the latest thinking on priorities across trending asset classes, big data and analytics, and a new emphasis on goals-based advice – as well as what you need to know to remain an informed and effective leader.  
    Helen Hayes
    Helen Hayes

    Managing Director and Head of iShares Canada
    BlackRock

    Moderator
    James Burton
    James Burton

    Managing Editor
    Wealth Professional

  • Closing remarks

SPONSORS


Event Partner

  • Edward Jones

Gold Sponsors

  • Emerge Canada Inc.
  • National Bank Independent Network
  • Sun Life
  • Worldsource Wealth Management

Bronze Sponsor

  • PwC Canada

VIRTUAL PLATFORM


What makes this virtual event so innovative?

Using cutting-edge technology to provide a cloud-based virtual forum, this innovative event allows attendees all over the country to connect by signing in from their office, home, mobile phone, tablet or computer. This virtual destination is the perfect platform for bringing the industry together. Step into the virtual expo to visit booths, arrange one-to-one chats, gain and distribute brand awareness and leverage new connections in a timely and exciting way. Much like an in-person conference, a virtual conference is an online event that brings together top industry experts and industry peers on a single day. It also enables you to:

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  • Connect with a wider audience

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  • Engage with our speakers in a live Q&A

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  • Connect with industry leaders dedicated through 121 live chats

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  • Thought-provoking topics

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  • Build your contact base and easily share details

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  • Access sessions after the event, On-demand

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  • Visit expo booths in the Sponsors lounge area

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  • Gain critical industry insights

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  • Accessible web, mobile, live and on demand

REGISTRATION FOR WOMEN IN WEALTH MANAGEMENT IS OPEN

CONTACT US


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Example: (61) 409-889-253
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