Harvest ETFs (managed by Harvest Portfolios Group Inc.) is an official Gold Sponsor of the WP Women in Wealth Management event taking place in Toronto, November 26.

We have a line up of extremely talented women professionals who have agreed to share their experiences on the topic of “Tools to build your book of business”.

Panel discussion: Tools to build your book of business

In light of a changing industry, your professional growth is dependent on acquiring tools to build your book of business. Which business development tools can set women apart in a male-dominated industry? What does it look like to build a business that reflects your value? This session discusses:

  • Picking the right investment partners that reflect your business style
  • Targeting a niche market
  • How to transition your business model to reflect a changing demographic
  • Growing your book of business through your personal brand

Panelists

Jackie Porter

Partner, Carte Financial Services

WP Article: How humble beginnings shaped leading advisor

María José Flores Suarez

Chief Compliance Officer, Carte Wealth Management Inc.

Ann Richards

Investment Advisor and Portfolio Manager (Retired), CIBC Wood Gundy

Ginny Arnott-Wood

Wealth Advisor and Associate Portfolio Manager, Raymond James