Agenda

8:00 am

Registration and networking breakfast

8:55 am

Opening remarks from Chairperson:
Joe Rosengarten, Managing Editor, Key Media

9:00 am

Changing demographics: An opportunity for female advisors

With studies showing that women will control an even bigger share of wealth in Canada in the coming years, advisors are having to adapt their approach to capitalize on this new opportunity. Meaningful and mutually beneficial partnerships with this group will be driven by connection, trust and an interest in family planning and long-term financial wellbeing. So, therefore, there is an immense opportunity for women advisors to leverage a more empathetic, intuitive and emotionally connected approach to better respond to these requirements. This session will discuss:

  • Overview of changing market requirements and demographics
  • What are these emerging client segments seeking from their financial advisors?
  • Opportunities for women to communicate more effectively to a changing client base
  • Utilizing technology to connect with new clientele
  • To what extent will changing client demographics change the playing field of the wealth management industry?

Maili Wong

First Vice President & Portfolio Manager, CIBC Wood Gundy

9:50 am

Fireside chat: Creating an inclusive environment: working together to highlight individual’s strengths

True equality goes beyond increasing the percentage of women in the industry. In order to address the growing talent crisis and achieve true diversity and inclusion, women must work alongside men as equals and the “boys-club” stigma be eliminated. How can we create a more inclusive environment? How can we leverage the benefit of diversity of thought?
This session discusses:

  • Recognizing and celebrating the value of women in the industry
  • Creating a culture that fairly identifies every individual’s strengths
  • Communicating your professional strengths
  • Reflecting on your culture: Are you are sending the right signals about women?
  • Initiatives to increase participation of women in leadership across an organization

Tea Nicola

CEO & Co-Founder, Wealth Bar

10:40 am

Morning refreshments and networking break

11:00 am

Benefits of flexible work practices

The ridged and competitive nature of the industry demands for long hours and the prioritization of clients can make it difficult for women to return to work, when family commitments require flexibility. Why is it important for companies to offer flexibility in the workplace? How can flexible work practices be utilized without impacting career development and company culture? How can progress be made to promote industry-wide flexibility and work-life balance? This session will discuss:

  • The long-term benefits of flexible work practices.
  • Strategies for taking advantage of flexible working without impacting career growth
  • Best practices for establishing leave programs that support women back to work
  • The potential of technology to enable flexible work practices and create workload efficiency

Pat Weir

Senior Advisor, Lawton Partners

11:40 am

Panel discussion: Unlocking the value of mentorship

Creating a supportive network is key to empowering women with the insights, ideas and confidence to advocate for themselves, navigate career challenges and prepare for the future. We are never too established to learn from one another or gain fresh perspectives. This session will discuss:

  • The value of creating a support network; mentoring, reverse mentoring and sponsorship
  • Practical strategies for finding a mentor
  • Best practices for adding tangible value as a mentor
  • Assessing the difference between mentorship and sponsorship for pursing career goals
  • Advice for establishing company mentorship programs and measuring return on investment

Lenore Davis

Senior Partner, Dixon, Davis & Company, Inc

Susyn Wagner

Vice President, CIM, CFP, FCSI, CIBC Wood Gundy

Alysha To

Financial and Estate Planner, LePoidevin Group

Kathy McMillan

Director, Wealth Management & Portfolio Manager, Richardson GMP

Filomena May

Financial Advisor, Filo Financial Solutions at Raymond James Ltd.

12:25 pm

Networking lunch

1:50 pm

Wearing multiple hats: How to be an advisor and a leader

An increasing number of female advisors have risen to leadership positions. How do you juggle leadership responsibilities while still serving your clients? How can you lead with confidence?
In this session addresses:

  • How to be a resilient and authentic leader in a male-dominated industry
  • Developing a personal leadership style
  • Advice for making the transition into a leadership role
  • Inspiring other women to succeed: building and leading a team

Gisele Gherasim

Partner, Brothers & Company

2:30 pm

Panel discussion: Tools to build your book of business

In light of a changing industry, your professional growth is dependent on acquiring tools to build your book of business. Which business development tools can set women apart in a male-dominated industry? What does it look like to build a business that reflects your value? This session discusses:

  • Picking the right investment partners that reflect your business style
  • Targeting a niche market
  • How to transition your business model to reflect a changing demographic
  • Growing your book of business through your personal brand

Julia Chung

Partner, CEO, Sr. Financial Planner, Spring Financial Planning

Lauren Minogue

Vice President, Connor, Clark & Lunn Private Capital Ltd.

Linda Holmes

Investment Advisor & Financial Planner, RBC Dominion Securites

3:30 pm

Afternoon coffee break

3:50 pm

Panel discussion: A Bright Future: What can you do to empower the next generation of female advisors?

The wealth management industry is beginning to adapt to changing market requirements and the benefits of fostering a diverse workforce and executive team fast becoming realized. What can we do to further inclusion efforts and empower female leaders? What actions can you take after this conference to impact the future of the wealth management profession?

  • Key learnings from best practice diversity & inclusion programs; what impact have these actions had on the business?
  • Effective strategies to attract, engage and retain women within the industry
  • Engaging men in the conversation and working alongside male champions of change to push for progress
  • How to use your position to influence culture change
  • Looking to the future: What are the opportunities and how do we leverage them?

Catherine Dorazio

Managing Director, CC&L Private Capital

Susan O’Brien

Senior Vice President and Senior Wealth Advisor, BMO Nesbitt Burns

Lynn Stibbard

CFO, HarbourFront

4:40 pm

Closing remarks

4:45 pm

Networking reception

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