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A NEWSLETTER SPECIAL EDITION
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A wrap-up of our March special report on Women in Family Offices
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Women are playing a larger role than ever before in the family office ecosystem. Last month we produced our second special report of 2025: Women in Family Offices. Below you'll find a full recap of all the articles in the report, plus our panel discussion, in this special edition of your Canadian Family Offices newsletter.
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‘Exactly where I am supposed to be’: Stephanie Hickmott
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The Leith Wheeler principal and portfolio manager on making her way in investment management
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Video: Forthlane’s Martha Simmons explores how to navigate the family office
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And why it’s essential to keep up with the changing landscape
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What do women bring to the family office? Emotional intelligence, for one
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By their very nature, women have an edge in the family office space, say three family advisors
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‘Be resilient, so you can roll with changes that come your way’: TD Wealth’s Laura Barclay
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How an interest in the unique financial challenges women face led to a career in portfolio management
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Video: Women in Family Offices panel
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A link to the full video and transcript of this Canadian Family Offices panel session
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‘Women excel with a sense of community’: Sara Zollo and the path for women in wealth advisory
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The senior wealth advisor at Assante sees a trend towards more female representation in an industry where women offer unique strengths
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‘Ideas are gender-blind’: Three women who are excelling in family offices
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Three leaders write about the financial sector’s past, present and future from their perspective as women
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‘I see opportunity and hope everywhere’: Three more women excelling in family offices
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Three more leaders write about the financial sector’s past, present and future from their perspective as women
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