• Covid-19 Impact to Financial Advice

  • Dec 10 2020
  • Duración: 55 m
  • Podcast

Covid-19 Impact to Financial Advice  Por  arte de portada

Covid-19 Impact to Financial Advice

  • Resumen

  • Money & Wealth Show for Her, Season 2 Episode 1 is a discussion among senior women executives in financial services discussing how Covid-19 has impacted financial advice. Brought to you by The Women's Collection - a financial literacy platform designed for women.

    www.thewomenscollection.ca

    Host:
    Tuula Jalasjaa, Founder of The Women's Collection. Tuula is a financial services and wealth management senior executive with extensive experience domestically and internationally, spanning 23 years successfully managing various retail, commercial and corporate businesses for a major global financial institution. She has run several key wealth management businesses including HollisWealth, Scotia Private Investment Counsel and Institutional Investment management distribution and, Scotia Asset Management U.S.

    She has pioneered and led a number of advancement of women initiatives throughout her career and is a tremendous advocate for achieving more diversity in business for women and raising the number of female leaders and board directors globally. 

    Guests include:

    Sybil Verch is the Executive Vice President and Head of Private Client Solutions at Raymond James Ltd. Private Client Group AND is the Host of The Wealthy Life – a financial literacy talk show offering real-world advice on money matters, which I believe is getting ready to film its 6th season!

    Patrizia Ferrarese, Vice President of Product Management at Investment Planning Counsel who has more than 20 years of experience in capital markets, entrepreneurship and strategy consulting. She is currently pursuing her Doctorate in Business Administration.

    Maili Wong, Senior Portfolio Manager and Executive Vice President at The Wong Group; Vancouver-based financial advisors specializing in financial planning and wealth management with Wellington-Altus Private Wealth. Maili has been named one of Canada’s Most Powerful Women by WXN and has an Amazon #1 Bestselling Book, Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life.

    About The Women's Collection
     
    The Women's Collection is an exclusive, multifaceted program designed to empower women to make the right financial choices. The program combines education, networking, tools and resources, as well as Canada's first Digital Investment Platform and Solution developed and designed for women by women.

    Our goal is to not only educate women on basic to advanced financial strategies - the goal is to empower and enrich their lives by providing them the knowledge, the tools and resources and a community of support to feel confident that they, and their loved ones are well taken care of - making things simpler, accessible and rewarding!
     
     www.thewomenscollection.ca
     www.smartmoney4her.ca
     
     Join Our Community
     
    Twitter: @TheWomensColle4
    Facebook: @thewomenscollection
    LinkedIn: @linkedin.com/company/the-womens-collection
    Instagram: thewomenscolle

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