Skip to content

Women in Wealth Management brought to you by Edward Jones

Calendar icon to

Proudly supported by

Speakers

Tasha Keeney

Analyst, ARK Invest (Subadvisor to the Emerge ARK ETFs)

Tanya Rowntree

Co-Chapter Head, Women in ETFs

Suzanne Duncan

Vice President of Philanthropy, Canadian Women's Foundation

Stephanie Wolfe

Founder, Wolfe Collective Wealth

Sheila Godse (she/her)

National Manager, Member Engagement, Advocis, The Financial Advisors Association of Canada

Scarlett Pan

Financial Advisor, Vancouver, BC, Edward Jones Canada

Rebecca Mooney

CMO Americas (Canada, Mexico and Latin America), Vanguard

Pamela Marchant

Vice President & Head of Marketing, RBC Global Asset Management

Nicole Ewing

Senior Strategist Advice and Guidance, Edward Jones Canada

Megan Heslop

Senior Manager, Wealth Marketing & Communications, CIBC Commercial Banking & Wealth Management

Lisa Langley

CEO & Founder, Emerge Canada

Laura Martin

COO, Matrix Mortgage Global

Kim Inglis

Financail Advisor & Associate Portfolio Manager, Raymond James

Katie Squires-Thompson (she/her)

Interim-CEO, WCM

Julia Chung - Spring Planning

CEO , Spring Planning

JOE JOSEPH

Financial Advisor, Mississauga, ON, Edward Jones Canada

John Novachis

Executive Vice President, Investment Planning Counsel

Florence Narine

Senior Vice-President, Head of Canadian Institutional Key Accounts, AGF Investments

James Burton

Sr. Editor Wealth Professional, Key Media

Jessica Metcalfe

Education Director, Princess Margaret Cancer Centre

Erin Roy

General Partner & Financial Advisor, Toronto Area Leader, Edward Jones Canada

Inti Ainanshe

Financial Advisor, CIBC Imperial Services

Elizabeth Naumovski - Caldwell Securities Ltd.

Vice President Marketing, Caldwell Securities

Diana Oddi - Mandeville Private Client

Director, Marketing, Communications & Practice Management, Mandeville Private Client

David Gunn - Edward Jones

President, Edward Jones Canada

Darcie Crowe - Canaccord Genuity

Senior Vice President & Portfolio Manager, Canaccord Genuity Wealth Management

Belinda Aramide

Founder, Salesfluence Consulting

Barbara Riddell

Vice President of Education & Membership, Advocis, The Financial Advisors Association of Canada

Andrea Andersen

General Partner & Financial Advisor, Western Canada Area Leader, Edward Jones Canada

Annamaria Testani

Senior Vice-President, National Sales, National Bank Investments

Christine Laperriere

Owner, Leader in Motion & Executive Director, Women of Influence

Alison Fletcher

Chief Compliance Officer, Mandeville Private Client

Andrea Linger

manager, practice management and head of the Women Canadian Advisor Network, Raymond James

Krista Zingel

Brokering, Sales & Compliance Professional, Commercial Educator, HomeEquity Bank

Chris Smits

Coach Chris

Ladan Shokrgozar

Portfolio Manager, Harbourfront Wealth Management

The event is over

Hosted by

Key Media

Booths

Edward Jones

Meet The Edward Jones of Now

National Bank Investments

Investment solutions for diverse goals and profiles

The Financial Advisors Association of Canada

We are Advocis, 'Not for Ourselves Alone'.

Emerge Canada Inc

Delivering Elite, Global Investment Managers to Institutions advisors

Mandeville Private Client

The Mandeville Difference

Investment Planning Counsel

Created for Advisors, by Advisors

Wealth Professional Magazine

2:45 to 3:05pm - Approaching LinkedIn with a strategy

Information Booth

For technical problems, please enter this booth.