Krista Sieroka Senior Wealth Advisor, Associate Portfolio Manager at CIBC Wood Gundy Learn more
Amanda Harwood Managing Director, Head of Practice Management at BMO Private Wealth Learn more
Francesca Tarantino Portfolio Manager at Scotia Wealth Management Learn more

Join us for session one in The Future of Women in Wealth Management Series.

Rarely is a successful career path a straight line to success.  As you plan and execute your career journey, join us for the first of three sessions designed to highlight emerging career paths for women in wealth to enhance transitions and growth within the finance sector.

 

Moderated by VersaFi CEO, Tanya van Biesen, we invite you to join a panel of experts that will highlight the evolving landscape of wealth management.

 

Designed for mid-career professionals, this session will highlight how your existing business and advisory skills can translate into a career in wealth management, including more entrepreneurial paths with greater ownership and flexibility. Panelists will share their career journeys, discuss strategies for building a book of business, and the support available by firms as transitions and pivots are made during your career, including training, mentorship, and lead generation programs. Gain valuable insight into the long-term benefits of this rewarding profession.

 

Spots are limited. Secure your spot today.

 

Location

CIBC SQUARE

81 Bay St., Toronto, ON 

This event is co-hosted with

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