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.

 

 

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).

 

What's up??

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

 

2025

Tuesday, March 4, 2025

Interactive Panel & Networking with Women in Business Sprott in celebration of International Women’s Day.

Colleen O’Connell-Campbell – Wealth Advisor RBC DS

Andrea Drolet – Investment Advisor RBC DS, B. Ed, CU

Brooklyn Pickering – Associate RBC DS

Courtney Cordeiro – Scotia Wealth Management (management)

Kimberly Laurysen – Associate Investment Advisor RBC DS

Lara Meadows – RBC DS (management)

Mila Starodoub – RBC DS (management)

Rosalia Terranova – Investment Advisor/Wealth Advisor CIBC Woodgundy

Steffanie Senechal –BMO Wealth Management/BMO Nesbitt Burns (management)

Stephanie Oliveri – Associate Wealth Advisor RBC DS

 

Thursday, April 3, 2025

International Women’s Day Social

A lively networking event. Thank you to Mila Starodoub for prompting Liam McNabb & RBC Global Asset Management sponsorship.

Thursday, May 22, 2025

WIWO Golf Day

Spearheaded by Karen Shea, CIBC Woodgundy — thank you for driving the initiative (and the ball) around the green!

Sunday, June 1, 2025

Run for Women: “Women in Wealth for Mental Health”

Thank you to Jenna Roundell, RBC DS for captaining our WIWO team in support of the Royal Ottawa Foundation for Mental Health and for stepping up again for 2026!

Wednesday, November 26, 2025

End-of-Year Social

A warm and festive close to the year, sponsored by Dynamic Funds (Emma Madiera, Caryn Maxwell-Smith) and organized by Courtney Cordeiro of Scotia Wealth Management

Thank you for bringing us together to reflect, reconnect, and celebrate.

2024

Thursday, November 28th, WIWO took in a VIP night at the movies, co-hosted with Alicia Castelino (Regional Director in Dimensional’s Global Client Group, Toronto) featuring the documentary, “Tune Out the Noise.”


Wednesday, August 27th, 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.

 

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.

WIWO

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November 2017

 

 

Celebrating International Women's Day - April 3, 2025

 

 

End of Year Social -- November 26, 2025

 

Photo Gallery 

 

WIWO Golf Social - May 30, 2024 at Anderson Links Golf Club

 

 

WIWO Golf Social - May 22, 2025 at Anderson Links Golf Club

Stephanie Oliveri, Mila Starodoub, Karen Shea, Edith Guilbeault

 

 

IMPACT

TEAM:  Women in Wealth for Mental Health               

Run for Women in support of Women's Mental Health 2018 & 2019 & 2024

 

Attended Sprott Business Banquet - 2018