Women in family offices Archives - Canadian Family Offices

No fads, low volatility and a global approach are paramount at women-led Coriel Capital

Purchase by CI Financial has cleared the decks of non-core business distractions, says Marjorie Skolnik

March 31, 2025
Special Reports, Women in family offices

Multiple women and one man sitting around a table

Women taking a bigger seat at the table in the family office ecosystem

‘Women do a good job of building trust, actively listening and effectively communicating with their clients’

March 28, 2025
Special Reports, Women in family offices

Video: Our ‘Women in Family Offices’ panel

Full video and transcript of this Canadian Family Offices panel session

March 28, 2025
Video, Women in family offices

‘Women excel with a sense of community’: Sara Zollo and the path for women in wealth advisory

The senior wealth advisor at Assante sees a trend towards more female representation in an industry where women offer unique strengths

March 26, 2025
Special Reports, Women in family offices

Photos of Carolyn Cole, Krista Kerr and Allison Comeau.

‘I see opportunity and hope everywhere’: Three more women excelling in family offices

Three more leaders write about the financial sector’s past, present and future from their perspective as women

March 25, 2025
Special Reports, Women in family offices

Pictures of Chris Clarke, Helen Kearns and Shelley Forsythe.

‘Ideas are gender-blind’: Three women who are excelling in family offices

Three leaders write about the financial sector’s past, present and future from their perspective as women

March 24, 2025
Special Reports, Women in family offices

Women in Family Offices—an expert panel on March 25

Join Canadian Family Offices on March 25 for our online panel discussion about women taking a bigger seat at the table in the family office ecosystem

March 21, 2025
Special Reports, Women in family offices

‘Be resilient, so you can roll with changes that come your way’: TD Wealth’s Laura Barclay

How an interest in the unique financial challenges women face led to a career in portfolio management

March 17, 2025
Special Reports, Women in family offices

Photos of Claire Sutton, Lucy Ryan and Nancy Marshall

What do women bring to the family office? Emotional intelligence, for one

By their very nature, women have an edge in the family office space, say three family advisors

March 13, 2025
Fundamentals, Women in family offices

‘Exactly where I am supposed to be’: Stephanie Hickmott

The Leith Wheeler principal and portfolio manager on making her way in investment management

March 10, 2025
Special Reports, Women in family offices

Explore the vibrant world of nighttime technology as a woman engages with her colorful laptop display

Video: Forthlane’s Martha Simmons explores how to navigate the family office space

And why it’s essential to keep up with the changing landscape

March 6, 2025
Special Reports, Women in family offices

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