Women in Wealth Management Summit Canada Speakers
Maria Flores
President
Carte Wealth Management Inc.
Fera Jeraj
Chief Technology Officer
Canaccord Genuity Group Inc.
Melissa Leong
Personal Finance Expert, National Media Personality, Best-selling Author
Andrea Linger
VP, Practice Management and Head of the Women Canadian Advisors Network
Raymond James Ltd.
Diana Oddi
Director of Marketing, Communications and Practice Management
Mandeville Private Client
Erik Wachman
Financial Planning Advisor
Assante Financial Management Ltd.
Donna Bristow
Chief Product Officer, Wealth and ICS Canada
Broadridge
Tammy Buss
Family Business Advisor, Certified Financial Planner
Desjardins Financial Security Independent Network
Kelli Costigan
Senior Portfolio Manager
MD Private Investment Counsel
Damienne Lebrun-Reid
Vice President Standards, Certification and Enforcement, Head of the FP Canada Standards Council
FP Canada
Wai-ke Kim
Vice President, Practice Management
Worldsource Wealth Management
Tessa Kuijl
Managing Director, Goals-Based Wealth Solutions
Ortec Finance
Jennifer Schell
Partner, Associate Portfolio Manager and Portfolio Strategist
Treegrove Investment Management Inc.
Oricia Smith
President
Sun Life Global Investment
Claire Van Wyk-Allan
Managing Director, Head of Canada and Investor Engagement, Americas
AIMA
