Diverse Dividends

In this special episode of Diverse Dividends, we bring you a powerful conversation originally recorded during CFA Society Toronto’s inaugural Black History Month event. Hosted by Sara, VP, Institutional Strategy & Partnerships at CI, the discussion features two accomplished leaders in Canadian finance: Jacqui Parchment, CFA, former CEO of Mercer Canada and Board Director at Ontario Teachers’ Pensi...

In the Season 2 premiere of *Diverse Dividends*, host Sara Loriot sits down with Kristina Fanjoy, Chief Financial Officer at CPP Investments, for a conversation that goes far beyond the numbers. With a mandate that impacts over 22 million Canadians, CPP Investments plays a critical role in shaping financial security for generations. In this episode, Kristina shares how purpose drives performance a...

In this episode of Diverse Dividends, we sit down with Fred Pinto, CFA, CEO of CFA Society Toronto, to talk about his career journey. Fred shares how the CFA charter shaped his early credibility, how community involvement accelerated his career, and how the Society supports thousands of finance professionals today. 🔹 His path from early career uncertainty to the executive level 🔹 The mission and...

In Episode 11, Jonathan Durocher, President of National Bank Financial Wealth Management, joins Sara Loriot, CFA, to discuss authentic leadership, financial literacy, and the human side of wealth management in the AI era. Hear how compounding, curiosity, and empathy can shape careers and communities. #CFASocietyToronto #CFAToronto #FinancePodcast #Leadership #FinancialLiteracy #WealthManagement

In this episode of Diverse Dividends, host Sara Loriot, CFA sits down with Tanya van Biesen, CEO of VersaFi (formerly Women in Capital Markets), to explore how finance can become a more inclusive and performance-driven industry. They discuss: + VersaFi’s bold rebrand and mission to support over 4,000 women and gender-diverse professionals in finance. + The real challenges women face in accessing p...

In this episode of Diverse Dividends, Sara Loriot speaks with Joanna Simon, Regional Director at Scotiabank, about her unconventional career path from anthropology to international wealth management. Joanna shares how curiosity, resilience, and people-first leadership have guided her journey across startups, large firms, and cross-border advisory roles. She offers candid reflections on ambition, a...

From senior roles in Colombia to starting over in Toronto, Rafael España shares what it takes to relaunch a finance career in a new country. In this episode, he reflects on cultural adaptability, why specialization matters, and how CFA Society Toronto helped him grow his network and perspective. Whether you're a newcomer or navigating a career pivot, Rafael’s story offers practical lessons in resi...

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 lead with intention. Host Sara Loriot, CFA, explores his path, his leadership style, and how meaningful impact happens both inside and outside the office. 🎧 Subscribe for more stories from industry...

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, and the human side of investing. 🎧 What You'll Learn in This Episode: How Janet transitioned from launching Kijiji to leading a venture capital firm Why empathy, trust, and grit matter more than spr...

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 from traditional financial media to becoming a leading voice in digital financial literacy. Discover how he uses storytelling, data, and yes—even dancing—to connect with new audiences on platforms like...

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 of ETFs. Rohit shares his unique journey from humble beginnings in finance, the essential qualities that guide his decision-making, and how Global X Canada orchestrated a major rebrand from Horizons...

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 biology and history to leading major financial institutions, Katy shares how curiosity, adaptability, and a maximizer mindset have shaped her career. She discusses the importance of authenticity in leade...

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, the Chancellor of the University of Toronto, and the founder of the Black North Initiative, opens up about his incredible journey from extreme poverty in rural Jamaica to becoming a leader in Canada. T...

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: spotlighting the trailblazers shaping Canada's finance industry. The episode features Heather Cooke, a distinguished leader with over 30 years of experience spanning institutional client management, investme...