A Senior Portfolio Manager with Raymond James, Mary is a self-described tenacious woman. In this free webinar, Mary will share her secrets to success – how she created a name for herself among the sea of men who dominate this industry.

As a leading authority on overcoming financial anxiety, Mary has been featured in The Globe and Mail and The Financial Post, and on CTV and CBC Radio. She is also an expert columnist for Investment Executive and Finances et Investissement. In 2019, Mary was named Wealth Professional’s ETF Champion of the Year.

• Hear about the steps Mary took to grow her “The Prosperous and Happy Life” brand, which, in her view, is essential to achieving professional and personal success.
• Engage in a discussion as to why, in Mary’s view, people cannot be truly happy if they have an unhealthy relationship with their finances.
• Learn how Mary incorporates the skills and discipline that earned her a black belt in karate into her service offerings. In short, she dares to be unique in her conversations about money, and this is one reason she has successfully risen through the ranks in an industry largely dominated by men.

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The information, analysis and opinions expressed in the webinars, podcasts and/or congress presentations are solely those of the presenter/author, are not reviewed by the Institute as to content or accuracy, and are not endorsed by CBV Institute or any of its Members.