Diverse Dividends

Diverse Dividends

Welcome to CFA Society Toronto's Diverse Dividends, the newest series from The Analyst, where we uncover the diverse sectors, stories, and leaders shaping Canada’s finance and investment industry. Diverse Dividends is a podcast series featuring candid, in-depth interviews with senior leaders across the finance and investment industry. From wealth management and asset management to fintech and compliance, this series showcases the rich mosaic of career paths, challenges, and insights that drive success in finance. Whether you are a seasoned professional, an emerging leader, or simply curious about the various sectors that power our industry, Diverse Dividends delivers valuable perspectives straight from the experts. New episodes will launch at the beginning of every month, so mark your calendars and stay tuned!

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Avsnitt(15)

Sean Etherington on Leadership, Mentorship & Community Impact

Sean Etherington on Leadership, Mentorship & Community Impact

This week, we welcome Sean Etherington, President of CI Assante Wealth Management, to Diverse Dividends. From building a thriving wealth business to co-founding Motionball, Sean shows what it means to...

3 Juli 202522min

Janet Bannister on Venture Capital, Risk, and Empowering Founders

Janet Bannister on Venture Capital, Risk, and Empowering Founders

In this episode of Diverse Dividends, host Sara Loriot welcomes Janet Bannister, founder of Kijiji and Staircase Ventures, for a candid and inspiring conversation on venture capital, entrepreneurship,...

5 Juni 202539min

Jon Erlichman: From News Anchor to Financial Storyteller

Jon Erlichman: From News Anchor to Financial Storyteller

In this episode of Diverse Dividends, host Sara Loriot is joined by Jon Erlichman—former BNN anchor, current Bloomberg contributor, and the creator of Ticker Take on YouTube. Jon shares his journey f...

2 Maj 202534min

Global Innovation Meets Local Expertise with Rohit Mehta

Global Innovation Meets Local Expertise with Rohit Mehta

In this eye-opening episode of Diverse Dividends, host Sara Loriot, CFA, sits down with Rohit Mehta, President and CEO of Global X Canada, to explore leadership, innovation, and the changing landscape...

15 Apr 202537min

Maximizing Leadership with Katy Boshart

Maximizing Leadership with Katy Boshart

In this episode of Diverse Dividends, host Sara Loriot, CFA, sits down with Katy Boshart, President and CEO of Manulife Bank Canada, to explore her unconventional path to leadership. From studying bio...

24 Mars 202530min

Wes Hall’s Unstoppable Journey

Wes Hall’s Unstoppable Journey

In this episode of Diverse Dividends, host Sara Loriot, CFA, sits down with Wes Hall, a powerhouse in business, finance, and advocacy. West, known for his roles as the founder of Kingsdale Advisors, t...

24 Mars 202551min

A Conversation with Heather Cooke, CFA

A Conversation with Heather Cooke, CFA

In the premiere episode of Diverse Dividends, host Sara Loriot, Institutional Portfolio Manager at CI Global Asset Management and CFA Society Toronto volunteer, introduces the series' mission: spotlig...

2 Jan 202541min

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