Women in Wealth Ottawa

WELCOME!!

Are you a woman in the role of an investment advisor, wealth advisor, or aspiring to be one in the Ottawa area? You've just discovered a community tailor-made for you. Women in Wealth Ottawa, is more than a network – it's a dynamic group of professionals committed to fostering growth and success in the wealth management industry.

WIWO is designed for connection, collaboration, and empowerment. Whether you're well-established in your career or just beginning your journey, here is where your experiences, insights, and ambitions find resonance and support.

Join us and be part of a community where every voice matters and your professional development is our shared mission. Welcome aboard – this is the place where you can truly thrive!

Sign up below to be added to our communication/distribution list so you never miss an event or program.

2024

If you’re a woman in Ottawa in the world of investment advising, wealth advising, or portfolio management, feel free to reach out for more information about WIWO (see the intake form below).

Wednesday, August 27^th, WIWO gathered at the Buyers and Cellars Tasting Experience for a Summer Social.

Thank you to Christopher Dubois (CIBC Asset Management) and Scott McKinnon (Manulife Investment Management) for hosting.

This shout out should not be considered a product endorsement.

Sunday, June 2nd, WIWO laced up their sneakers to walk or run at Run for Women, raising $$$ for Women's Mental Health at The Royal.  Team: Women in Wealth for Mental Health
 

Thursday, May 30th, WIWO tee’d it up & hit the greens at the Anderssen Links golf course.

With gratitude to our supporters, $$$ was raised for Ottawa Humane Society & Cornerstone Women's Shelter.

• MacKenzie Financial, James Bickerton
• CIBC Asset Management, Christopher Dubois
• Franklin Templeton, Jared Goodman
• Guardian Capital, Andrew Storosko

This shout out should not be considered a product endorsement.

These events were more than just networking; they were about coming together, supporting each other, and pushing the boundaries… connecting, collaborating, and giving back.

What we have been up to...

2023 -- Reconvene over cocktails and conversation.

Hosted by RBC Global Asset Management  -- Liam McNabb.

When:  Thursday, November 2, 2023

Time: 4:30 pm to 6:30 pm 

Where/Location: Abby’s

Harmons Steakhouse
283 Elgin Street
Ottawa, ON
K2P 1M1

Topics we've discussed & explored:

Team Building

Succession Planning

Investor Psychology

Mental Health

Professional Networking

Robo Advisors

Digital Marketing

Guest Presenters:

Dr. Barbara Orser.

Professor Telfer School of Management, University of Ottawa. co-Author of Feminine Capital, Unlocking the Power of Women Entrepreneurs

Carole Lynde. 

President & CEP of Bridgehouse

Lynne MacKay.

Founder, MBG MACKAY BYRNE GROUP

Of course, we've had fun, too... socials & spa sessions.