{"id":289306,"date":"2025-11-29T07:22:13","date_gmt":"2025-11-29T07:22:13","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/289306\/"},"modified":"2025-11-29T07:22:13","modified_gmt":"2025-11-29T07:22:13","slug":"top-female-financial-advisors-and-professionals-in-canada-top-50-leading-women-in-wealth","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/289306\/","title":{"rendered":"Top Female Financial Advisors and Professionals in Canada | Top 50 Leading Women in Wealth"},"content":{"rendered":"

Jump to winners<\/a> |\u00a0Jump to methodology<\/a><\/p>\n

Cool, calm, and collected<\/p>\n

Wealth Professional\u2019s fifth annual Top 50 Leading Women in Wealth list celebrates a collection of elite performers who have earned the respect of peers and clients.<\/p>\n

The biggest feather in their caps is how they have all, in different ways, navigated the market volatility over the last 12 months and avoided impulsive reactions, steering their clients and portfolios through expert advice and precise decision-making.<\/p>\n

This group of the top female financial advisors and professionals in Canada is behind a range of innovative and cutting-edge initiatives that include:<\/p>\n


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starting a liquid alternative fund designed to provide investors with enhanced downside protection

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completing the Family Enterprise Advisor (FEA) program, a designation held by fewer than 600 professionals nationwide

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introducing the Fortified Portfolio, an evolution from the Canadian traditional 60\/40 portfolio to a modern 40\/30\/30, incorporating 30 percent alternatives

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operating as one of the few female presidents of a wealth management company and leading a team with over $3 billion in AUM

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creating an eight-week financial literacy program for Black seniors in partnership with the Black Business Association of British Columbia

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The Top 50 Leading Women in Wealth were selected after their nominators were asked to provide details of their nominee\u2019s achievements and initiatives over the past 12 months, including specific examples of their professional accomplishments and contributions.

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\nKathryn Sager<\/a>, senior vice president at Canaccord Genuity Wealth Management, believes the leading women in wealth share a powerful blend of tenacity and ambition, which drives them to excel.<\/p>\n

\u201cThey pair this determination with deep empathy for their clients, taking the time to understand each person\u2019s needs, goals, and challenges. Their genuine interest in market dynamics and the broader economy keeps them informed and adaptable,\u201d she says. \u201cPerhaps most importantly, they have the rare ability to translate complex financial concepts into clear, relatable language that empowers clients to make confident, informed decisions about their wealth.\u201d<\/p>\n

Fellow industry insider Glory Gray<\/a>, owner and wealth advisor at Glory Gray Wealth Solutions, agrees that the importance of connecting with female advisors is only going to increase in the coming years.<\/p>\n

She explains, \u201cLet\u2019s not forget: most wealth in Canada is expected to be controlled by women in the coming decades. So, if the industry doesn\u2019t reflect the people it\u2019s serving, that\u2019s a big disconnect. Women in leadership help ensure that the systems and advice being given actually align<\/a> with the lives of the people using them.\u201d<\/p>\n

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\nTop Female Financial Advisors and Professionals in Canada<\/p>\n


\n\u201cEverybody has their talents and their strengths. I really try and focus on putting my team members in places where they can thrive, and everyone contributes. We\u2019ve been really effective<\/a> that way.\u201d

\n\u00a0<\/p>\n

In the past year, Webster Gill has dealt\u00a0with the trends of innovation and personalization in the mutual fund industry.<\/p>\n

Part of that has been the products SEI has introduced to manage market volatility, along with educating and trying to address the needs of advisors and clients.<\/p>\n

\u201cA lot of the different themes that have come out are the AI-driven utilization management platform for our advisors and, especially in Canada, it\u2019s a big topic,\u201d she says. \u201cPeople are looking at AI-driven platforms, how they can increase efficiencies in their practice, but they\u2019re also competing against robo-advisors. So, they\u2019re trying to say we add value as advisors and we\u2019re here to hold your hand during this volatility, but let\u2019s use AI to enhance that client experience.\u201d<\/p>\n

SEI runs a globally managed volatility fund, where the aim is to balance risk and return, especially during turbulent markets.<\/p>\n

Webster Gill says, \u201cWe look at volatility as not a risk; emotional reactions are and that\u2019s the bigger risk. Staying invested and maintaining a thoughtful allocation is really critical. These strategies definitely help<\/a> us and the way that we communicate with our clients as well, it\u2019s all about goals-based investing.\u201d<\/p>\n

The firm organizes seminars and presentations on how to understand risk.<\/p>\n

\u201cPeople tend to have that knee-jerk reaction when it comes to our investments. We really want to help advisors navigate their clients\u2019 emotional decision-making,\u201d explains Webster Gill. \u201cSo, they have that kind of focus during downturns, as the real danger is not the volatility itself, but them reacting emotionally.\u201d<\/p>\n

She points to April 2025 as a perfect example of markets taking a sharp downturn due to the tariff fallout.<\/p>\n

\u201cThe following week, a balanced portfolio in one day moved to the tune of seven percent, and a hundred percent equity portfolio moved to the tune of about 11. It would have been sad enough to see people sell their portfolio the week before based on fear.\u201d<\/p>\n

Webster Gill has also ensured that regulatory alignment is a central part of how SEI operates. She says, \u201cPeople should know exactly what they\u2019re paying and what they\u2019re getting, and that transparency we\u2019ve really embraced. We\u2019ve tried to be thought leaders in that area, so we\u2019re educating what\u2019s coming down the pipe and how that impacts our advisors\u2019 practices and how they should be embracing it, which they are.\u201d<\/p>\n

<\/p>\n

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\u201cI lead more from the collaboration standpoint; everyone should have a role\u201d

\nKarla Webster GillSEI Investments<\/p>\n

\u00a0<\/p>\n

Another pillar of Webster Gill\u2019s leadership is offering toolkits. An example is client profiling, which enables advisors to interview their clients before they work with them to ensure it\u2019s a viable partnership. This pays dividends as that connection creates the optimum conditions for execution. Other tools deal with areas such as risk tolerance and innovation.<\/p>\n

With over 30 years of experience under her belt, Webster Gill is eager to give everyone the confidence to be who they are. She recalls moments of imposter syndrome in her early years and also<\/a> having bosses who silently gave the impression they believed that a man could do the job more effectively.<\/p>\n

\u201cWhat women really have on our side is we\u2019re very relationship-driven, but sometimes it can be the multitasking challenge and trying to take on too much. There\u2019s a lot of perceptions out there,\u201d she says. \u201cMy husband and I are very happy, but we chose not to have kids, which is an unusual decision for a lot of people. I want to take down stereotypes and steer the conversation away from men and women, and just ask, \u2018Who\u2019s the most capable?\u2019\u201d<\/p>\n

The transfer of wealth between generations is a live issue in Canada, with many concerns stemming from a lack of communication. This could result in higher tax bills than necessary or a lack of awareness of what is being inherited. This is another issue Webster Gill makes an effort<\/a> to correct.<\/p>\n

\u201cIt seems so easy to fix and, for advisors, it\u2019s about understanding their future clients. It\u2019s trying to coach through all the biases and really add value beyond the investment side of the equation. The advisors I\u2019ve worked with who are really successful<\/a> in this space, they focus on communication and education.\u201d<\/p>\n


\n\u201cI can relate and create a personal connection with my clients, I bring my personality and a sense of realness to each client interaction,\u201d says Zollo. \u201cThis natural exchange silently gives people permission to open up<\/a> as well, and this strengthens my client relationships. I see this as a strength as it allows me to do my job more effectively by learning more about my clients personally beyond the numbers.\u201d

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Creating a roadmap for clients is the foundation of how Zollo advises. Conscious of the need to ensure clients are part of the process, she breaks things into bite-sized portions, which syncs with around 90 percent of her meetings being virtual.<\/p>\n

“We don\u2019t want meetings to run too long, and we\u2019ll have consistent meetings as they get closer to retirement. Maybe, in<\/a> one meeting, I\u2019ll explain investment strategy and allocation and how we\u2019re going to map out their portfolio in retirement. Then, in a second, I\u2019ll do different scenarios with their financial plan, incorporating their pension entitlements and helping them decide, do<\/a> I take my CPP at 65 or defer? And then in a third meeting, we usually talk about cashflow.\u201d<\/p>\n

At the top of Zollo\u2019s mind is instilling in clients the confidence\u00a0that they will be able to retire comfortably.<\/p>\n

“In my experience, they typically achieve that when they see a financial plan that encompasses all the moving parts,\u201d she says.<\/p>\n

This extends to taking account of spouses and mortgage status but also includes the more granular details of the running costs of a car and household bills. Instilling confidence has been even harder over the past 12 months due to market upheavals.<\/p>\n

Zollo says, \u201cWe didn\u2019t overreact to the volatility; we sat tight through it, which was the right call in hindsight. In volatile times, sometimes you see an outperformance in active strategies versus passive, but it was a nice reminder to the client that passive has done really well<\/a> for a long time, although both strategies do have merit.\u201d<\/p>\n

Respect is also afforded to clients in the accessibility of financial information, as certain clients prefer to self-run some of their investments. This isn\u2019t an issue for Zollo, who collaborates with them on how they want to proceed.<\/p>\n

\u201cI compare the investments that we manage and the investments they have on their own, so they can understand the pros and cons of the different strategies over time. I don\u2019t push if they like the idea of having some independently managed,\u201d she says. \u201cI just ask for full transparency and make it clear that if you\u2019re going to have a TFSA somewhere else and one here, there\u2019s a reason why I need to know how much has been contributed.\u201d

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\u201cWhen creating a plan, I\u2019m the advisor and I\u2019ve gone through the process so many times, but I remember that this is the first time the client is hearing the information\u201d

\nSara Andria ZolloHarmony Wealth of Assante Capital Management<\/p>\n


\nAlong with enjoying her work, Zollo is satisfied with reassuring her clients that they are on track. Alongside this, she has forged a work-life balance that allows her to be all-in at work and, at the same time, at home.<\/p>\n

\u201cThe work that my team and I do brings<\/a> peace of mind to people at important moments, so it\u2019s very meaningful,\u201d she adds. \u201cI do have a young family, so when I\u2019m home, I don\u2019t know where my phone is, and the reverse is true when I\u2019m at work. I probably work<\/a> too much, if I\u2019m being really honest<\/a> with myself, but I really enjoy what I do, so it does not feel like work.\u201d<\/p>\n

As an increasing number of women become the CFOs of their households, Zollo relishes the chance to work with them.<\/p>\n

\u201cWomen in general make fantastic investors because I find they really listen as clients. As long as<\/a> you explain your recommendation and the reasoning for it, usually they\u2019re happy to act on the recommendation,\u201d she says.<\/p>\n

With clients increasingly looking for holistic wealth<\/a> services, including estate planning and tax optimization, Zollo says that simply being a stock picker will no longer be enough.<\/p>\n

\u201cThere\u2019s going to be a big shift in the industry where managing somebody\u2019s investments and not doing any of the other work \u2013 the cash flow planning, the estate planning, or the financial planning \u2013 that\u2019s not going to cut it anymore for the average investor.\u201d<\/p>\n


\n\u201cStarting my career just before the 2008 financial crisis was very impactful, and it set me on a path to work with employers and focus on how I prepare my clients for volatility when it comes, or that illness or loss of a job,\u201d says Seitz.

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\u201cThat ultimately involves<\/a> having more holistic conversations, because investments are never going to be in isolation from what\u2019s going on in the family or business. There\u2019s a dotted line to everything we do.\u201d<\/p>\n

Taking this approach further, Sietz completed her FEA program designation in 2025. It is aimed at working across the different roles to support wealthy families who have commercial and business interests.<\/p>\n

\u201cWe went through a framework of managing family dynamics, understanding differences between the generations within a family and, importantly, partnering with other professionals to make sure that those silos can be broken down and that we\u2019re all rowing in the same direction for the clients,\u201d explains Seitz.<\/p>\n

Part of the motivation is to truly deliver holistic advice \u2013 a term commonly used in the industry but often not appropriately.<\/p>\n

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\u201cThe ability to bring calm and composure to the table has been a superpower for me\u201d

\nDalyce SeitzLeith Wheeler Investment Counsel<\/p>\n


\nSeitz opens the doors to have effective communication with other professionals in her client\u2019s financial sphere. The real value lies in being able to do this and looking beyond the pure technical part of the job.<\/p>\n

\u201cSpecifically, with intergenerational wealth transfer, part of my role is being that trusted advisor, and having open communication is absolutely imperative<\/a>. It\u2019s one of the biggest privileges of my career to be a trusted thought partner in these conversations with clients because they\u2019re not easy to have.\u201d<\/p>\n

Sietz also appreciates the need to tailor her approach.<\/p>\n

\u201cYou can have the most beautifully constructed wealth transition plan or financial plan, but it will fall flat if a good amount of time is not spent on the human side of the equation.\u201d<\/p>\n

And she adds, \u201cThere are real differences depending on what a certain generation has been through. I work with clients who grew up through the depression and more difficult times, and they\u2019re going to look at money and capital differently from a generation that had their first mortgages when interest rates were near zero.\u201d<\/p>\n

Seitz is an advocate of helping clients understand that a certain amount of volatility in their investments is needed to create opportunities to outperform the risk-free rate. She focuses on two core elements: a resilient portfolio and something that is built for conditions in the future.<\/p>\n

\u201cThat risk of shorter-term volatility is part of the reason why we can achieve larger returns here and there. You have to<\/a> be adequately diversified,\u201d she says. \u201cPersonally<\/a> and within our company, we focus on investing in companies that are profitable today. They\u2019ve got sustainable cash flows and strong management teams. We\u2019re patient investors.\u201d<\/p>\n

This extends to Seitz always keeping the whole picture in mind and taking the heat out of the situation.<\/p>\n

\u201cI find that if a client understands the statistical probable volatility that they should be expecting over time, they\u2019re much less likely to make emotional decisions.\u201d<\/p>\n


\n\u201cAs someone who guides people, I think anybody can be a great leader. You can lead through influence, and I prefer leadership not to be related to hierarchy. It\u2019s about creating a vision for people and a path for the future. You want to motivate and inspire people so that they follow,\u201d says Milum.

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True to her word, she launched her firm iA Clarington\u2019s Multi-Strategy Alternative Pool, a liquid alternative fund designed to provide investors with enhanced downside protection and attractive long-term total return potential.<\/p>\n

Managed by iA Global Asset Management, the fund provides one-ticket access to six actively managed alternative strategies:<\/p>\n


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Picton Mahoney Fortified Market Neutral Alternative Fund \u2013 Market Neutral Equity

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Picton Mahoney Fortified Income Alternative Fund \u2013 Long\/Short Credit

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RP Alternative Global Bond Fund \u2013 Long\/Short Credit

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iA Clarington Global Macro Advantage Fund \u2013 Global Macro

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PG Partners Fund Access Fund \u2013 Private Equity, Private Credit, Infrastructure and Real Estate

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Blue Owl Credit Income Trust \u2013 Private Credit<\/p>\n


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\n\u201cWe\u2019ve created a product that\u2019s not going to shoot the lights out; some people are using it as a fixed income alternative,\u201d Milum says.

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She highlights how liquid alternatives are growing in popularity due to the recent market volatility.<\/p>\n

\u201cIt\u2019s still small when you look at the asset classes, but it is one of the fastest growing. What we find is the retail world that I live in usually follows the institutional world. And the privates have become a big part of institutional portfolios, and they have been for years. It makes sense because it\u2019s a way to diversify; the thing is we need to make sure that investors are educated on what they are buying.\u201d

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\u201cWomen attract women. When they see women in leadership roles, they say, \u2018Maybe I could do this too\u2019\u201d

\nCatherine MilumiA Clarington Investments<\/p>\n


\nAnother key initiative that Milum is focused on is educating advisors on what iA Carrington offers. The team gets in front of advisors via events like road shows or due diligence conference calls providing access to the portfolio managers. They also offer one-to-one meetings.<\/p>\n

\u201cWe always keep the investor in mind because when we\u2019re communicating with advisors, they are communicating with the investor, and we need to help them have that conversation,\u201d she says. \u201cPeople\u2019s needs are evolving at a rapid pace, and they want more personalized advice and are more demanding, quite frankly, as they want more digital access and a holistic plan.\u201d<\/p>\n

And Milum adds, \u201cThe other thing that I talk to advisors about is people don\u2019t know what they need. They don\u2019t know because they don\u2019t know what\u2019s available. That\u2019s why the advisor community communicating their value is more important than ever.\u201d<\/p>\n

The generational wealth transfer is another issue that Milum is alert to. She recalls when the conversation around it was measured in billions, yet it is now in trillions. She urges advisors to make women and children more involved in the conversation.<\/p>\n

\u201cIt\u2019s all about inclusion. If you talk to advisors, most of them will tell you, \u2018Yeah, I do that\u2019. But when we dig deeper, sometimes, we find it\u2019s not always the case,\u201d comments Milum.\u00a0 \u201cWhen we talk about the intergenerational wealth transfer, it\u2019s not just wealth; it\u2019s the transfer of advice.\u201d<\/p>\n

Open to taking advice from any quarter, Milum stumbled upon surprising yet meaningful tactics from military leaders.<\/p>\n

She explains, \u201cI studied a lot about the military, so all the tough generals and whatnot. The thing that I found really bound people together was the word \u2018love\u2019. It was surprising to me that this would come from people that I thought were typically tough guys. But it really reverted back<\/a> to going to the wall for people and having their backs.\u201d<\/p>\n

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Passing the baton<\/p>\n

Another commonality among this year\u2019s Top 50 Leading Women in Wealth is the desire to act as role models and bring other women along in an industry that remains skewed toward men, particularly in senior roles.

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The 2025 VersaFi Women in Wealth report<\/a> suggests that two significant factors remain the largest barriers for women in the Canadian financial advisor sector:<\/p>\n


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Culture of bias and sexism: Female advisors are still often viewed within a traditional lens, even as firms expand offerings for accessibility features like flexible work options, parental leave, and anti-bias training.

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Unclear and inequitable succession planning: Female advisors told of the lack of opportunities afforded to women looking to purchase client books, while confusion surrounding succession plans have left many female advisors unclear about their future growth opportunities.

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Like other influential women recognized in this year\u2019s report, Zollo believes increased education options are needed to attract more women to the industry.

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\u201cGetting more young women involved in finances at younger ages and encouraging females<\/a>\u00a0in the post-secondary level to start to make financial courses mandatory as part of a general degree would be wise,\u201d she says.

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\u201cThere could be more support around family planning, helping women and programs where there are advisors who can sub in while a woman takes maternity leave. I don\u2019t know the full extent, but that could be definitely brainstormed<\/a> and discussed.\u201d<\/p>\n

For Webster Gill, it\u2019s beyond a project and something of an innate belief. She is part of women\u2019s groups and promotes that across SEI under the concept of authentic representation.<\/p>\n

She says, \u201cAs far as women supporting women, it\u2019s just an ongoing conversation that has to<\/a> happen. It\u2019s come to the forefront a lot more in recent years, which has been wonderful to see with people not afraid to have those conversations or be vulnerable.\u201d<\/p>\n

Again, she refers to imposter syndrome and feels it is not something that should be regarded negatively.<\/p>\n

\u201cIt\u2019s really trying to understand that you don\u2019t have to do things the way they were always done, and there are different ways to evolve and be. There are a lot of things women can bring to the table that are different than maybe their<\/a> counterparts.\u201d<\/p>\n

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\nHaving experienced the benefits of mentorship early in her career, Seitz is now ready to pass on the knowledge she has accumulated.<\/p>\n

\u201cI was really fortunate to work alongside colleagues who were open,\u201d she notes. \u201cThey were willing to share what they were working on or allow me to attend meetings with them.\u201d<\/p>\n

She has also benefited from an inclusive work environment at Leith Wheeler, where women are given the flexibility to thrive.<\/p>\n

\u201cI\u2019m pretty fortunate<\/a> now to have found a firm where there is a ton of support for female advisors. Women bring a caretaking, compassionate lens to the advisory table. And I think more and more employers are recognizing how important that is.\u201d<\/p>\n

Currently mentoring four women \u2013 two internally and two externally \u2013 Milum focuses on advice that builds confidence, including how women can amplify their voices within their organizations.<\/p>\n

\u201cWhen I mentor young women, the biggest thing we talk about is their ability to be heard,\u201d\u00a0she says.<\/p>\n

Now 30 years into her career, Milum is enjoying her first experience as a mentee of another female professional, another leader at iA.<\/p>\n

\u201cWe meet twice a year now. There\u2019s no real agenda, but I do ask for advice not only about navigating through the organization but from her experience as well.\u201d<\/p>\n

Milum\u2019s experience as a mentor has also expanded her own skillset.<\/p>\n

\u201cWhat I\u2019ve learned from people as a mentor is that it ups my empathy level. It allows me to walk in other people\u2019s shoes,\u201d she says.<\/p>\n

For Gray, mentorship and representation are the true game changers for women in the industry.<\/p>\n

\u201cWomen mentoring other women is how we break the cycle. It\u2019s how we normalize asking questions, sharing knowledge, and saying, \u2018Hey, I\u2019ve been where you are.\u2019\u201d<\/p>\n

She adds, \u201cI remember when I was starting out \u2013 there weren\u2019t a lot of advisors in the industry who looked like me or had similar life experiences. To this day, if I\u2019m attending an industry event or even contacting someone else in the industry, the first assumption is that I am a male financial advisor\u2019s assistant.\u201d<\/p>\n

Focusing more on recruitment and education in universities and high schools would be an ideal way to bring more women into the industry, Gray says.<\/p>\n

\u201cWe need intentional efforts here. That means programs that reach women early \u2013 university or even high school \u2013 and say, \u2018Finance is for you.\u2019 It means offering mentorship and sponsorship, not just training. Women need real career pathways and advisors who look like them.\u201d<\/p>\n

Shawna Perron<\/a>, portfolio manager at Cumberland Wealth Management – Perron & Partners, adds that, over time, the role of female investors has changed, emphasizing the importance of connecting with more financially involved women.<\/p>\n

\u201cIn the next generation, you\u2019re finding that women are a lot more involved in their finances, too. Globally, the stats are increasing every year about how many women are managing household finances or investments.\u201d<\/p>\n

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\n\u00a0<\/p>\n


\n\tAnnie Sinigagliese

\n\tChief Executive Officer

\n\tCanadian Independent Finance and Innovation Counsel (CIFIC)
\n\tCarmela Marino

\n\tCOO-CSO

\n\tFerrari & Associates Insurance and Financial Services
\n\tCatherine Dorazio

\n\tWealth Advisor

\n\tConnor, Clark & Lunn Private Capital
\n\tDale Collins

\n\tFounder and Certified Financial Planner

\n\tProsperity Planning
\n\tDeborah Kohlsmith

\n\tSenior Financial Advisor, Certified Financial Planner

\n\tLifeview Financial
\n\tDiane McCurdy

\n\tOwner

\n\tMcCurdy Financial
\n\tErin Bury

\n\tCo-founder and CEO

\n\tWillful
\n\tGillian Kunza

\n\tChief Executive Officer

\n\tDesigned Wealth Management
\n\tHeather Holjevac

\n\tFounder and Financial Planner

\n\tHoljevac Financial Group
\n\tJaime Power

\n\tCEO and Wealth Advisor

\n\tPower Wealth
\n\tJennifer Hochstein

\n\tRegional Manager, BC

\n\tWellington-Altus Private Wealth
\n\tJennifer Schafer

\n\tRegional Manager

\n\tNational Bank Financial
\n\tJillian Carr

\n\tOwner and Founder, Veterinary Industry Financial Advisor

\n\tSteady Gait Planning
\n\tJulie Littlechild

\n\tCEO and Founder

\n\tAbsolute Engagement
\n\tKaitlin Thompson

\n\tVice President, Product Strategy

\n\tEvolve ETFs
\n\tKelly Ho

\n\tPartner and Certified Financial Planner Professional

\n\tDLD Financial Group
\n\tKorina Fandrick

\n\tPortfolio Manager

\n\tMilestone Wealth Management
\n\tKristin Ramlal

\n\tVP, Institutional Investment Sales

\n\tCanada Life
\n\tKristina De Souza

\n\tFinancial Planner

\n\tKleinburg Private Wealth
\n\tLakhvir Kaur Lall

\n\tOwner\/ Principal Mortgage Broker

\n\tAdmire Mortgage Group – Mortgage Architects
\n\tLaura Thompson

\n\tCertified Financial Planner

\n\tInvestia Financial
\n\tLaurie Stephenson

\n\tCertified Financial Planner

\n\tStarboard Wealth Planners
\n\tLois Tullo

\n\tCFO\/CCO\/CRO

\n\tKuber MIC
\n\tMarjorie Skolnik

\n\tManaging Director

\n\tCI Coriel Capital
\n\tMelissa Lafontaine

\n\tBusiness Operations and Project Management

\n\tVeritable Wealth Partners
\n\tMichele Robitaille

\n\tManaging Director, Head of Responsible Investing

\n\tGuardian Capital Group
\n\tNaomi Denning

\n\tDirector, Principal, and Investment Advisor

\n\tEckler
\n\tNatasha Phipps

\n\tChief Executive Officer

\n\tWealthShare REIT
\n\tNesrine Jabbour

\n\tPrincipal

\n\tPretium Wealth Management
\n\tOricia Smith

\n\tPresident, SLGI Asset Management and

\n\tSenior Vice-President, Investment Solutions, Sun Life Canada

\n\tSun Life Global Investments
\n\tPuneet Grewal

\n\tCo-founder and Chief Operating Officer

\n\tObsiido
\n\tSamantha Findlay

\n\tVice President, Insurance

\n\tNicola Wealth
\n\tStacey Petersen

\n\tSenior Vice President, Head of Direct Investing

\n\tAviso
\n\tTashia Batstone

\n\tPresident and CEO

\n\tFP Canada
\n\tTatiana Enhorning

\n\tAssociate Financial Advisor

\n\tRichardson Wealth
\n\tWanda Frisk

\n\tSenior Vice President, Head of Credit Union Wealth Management

\n\tAviso <\/p>\n

\u00a0<\/p>\n


\nInsights \n<\/p>\n

As part of our editorial process, Wealth Professional\u2019s researchers interviewed the subject matter experts below for an independent analysis of this report and its findings.<\/p>\n

\u00a0<\/p>\n

In July, Wealth Professional Canada invited industry professionals across the country to nominate their most exceptional female leaders for the fifth annual Leading Women in Wealth list. Nominees had to be working in a role that related to, interacted with, or in some way impacted the financial services industry, and to have demonstrated a clear passion for financial services.<\/p>\n

Nominators were asked to provide details of their nominee\u2019s achievements and initiatives over the past 12 months, including specific examples of their professional accomplishments and contributions to the industry as a whole, such as<\/a> community outreach, innovation, DEI promotion, and mentorship.<\/p>\n

The\u00a0WPC\u00a0team reviewed all nominations, examining how each individual<\/a> had made a meaningful contribution to the industry, to narrow down the list to the\u00a0Top\u00a050\u00a0Leading Women in Wealth. Revenue generation and sales figures are not mandatory criteria to be deemed a winner.<\/p>\n","protected":false},"excerpt":{"rendered":"Jump to winners |\u00a0Jump to methodology Cool, calm, and collected Wealth Professional\u2019s fifth annual Top 50 Leading Women…\n","protected":false},"author":2,"featured_media":289307,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[84,4176,4174,4175,56,54,55],"class_list":{"0":"post-289306","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-personal-finance","8":"tag-business","9":"tag-finance","10":"tag-personal-finance","11":"tag-personalfinance","12":"tag-uk","13":"tag-united-kingdom","14":"tag-unitedkingdom"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/289306","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=289306"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/289306\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/289307"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=289306"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=289306"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=289306"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}