Join our webinar session to discuss the evolving landscape of the philanthropy investing space, with a specific focus on the women who are shaping it – Sue Talbot, Portfolio Manager at Genus Capital Management and Janice Margolis, Philanthropy Advisor at JLM Philanthropy, Nancy Fong, President at NYF Wealth Management and Sarah Fitzpatrick, Partner at Miller Thompson LLP join us to explore this exciting topic.
Intervenants
Sue May Talbot
Gestionnaire de portefeuille, partenaire
Genus Capital Management
En tant que gestionnaire de portefeuille, je travaille avec des particuliers et des familles pour les aider à créer des portefeuilles qui correspondent à leurs valeurs tout en servant leurs objectifs, comme épargner pour l'avenir ou tirer le meilleur parti de la retraite. Mon approche collaborative et axée sur les solutions m'a permis de créer des partenariats solides avec mes clients.
En tant que premier employé de Genus en 1989, je dispose d'une expérience et de connaissances approfondies pour répondre aux besoins de mes clients. Je suis fière de contribuer à une organisation qui continue d'innover et qui est devenue un leader en matière d'investissements durables. Mes valeurs personnelles sont l'honnêteté, l'intégrité et l'inclusion.
Je suis un vrai mordu de la gym. Je pense que l'exercice est très important pour la santé mentale et physique. Chaque année, j'attends avec impatience les vacances en famille avec mon mari et mes deux garçons.
Sarah Fitzpatrick
Partenaire
Miller Thompson LLP
Sarah Fitzpatrick practices in the areas of charities, not-for-profits, estate planning and business law. She provides general advice to charities, not-for-profit organizations and trusts, and assists clients in realizing their estate planning goals.
Sarah counsels charities and not-for-profit clients on governance, regulatory compliance and gift planning. She assists clients with general corporate legal matters including major business contracts, transactions and restructuring. Sarah also has an active estates and trusts practice which includes estate planning, estate administration and advice to trustees.
While at the University of Victoria, Faculty of Law, Sarah was the Chair of the UVic Law Students for Human Rights through Legal Education and organized a number of fundraisers for the Mwanza Paralegal Aid Center in Tanzania. She continues to be involved in the community and is currently chairing a working group committee for the Canadian Bar Association, Charities and Not-for-Profit Law Subsection on the model bylaws under the new Societies Act.
Janice Margolis
Philanthropy Advisor
JLM Philanthropy
I am a philanthropy advisor with over thirty years in the charities field. I have worked with hundreds of donors and donor families to carry out their charitable interests. I also have direct experience developing and implementing organizational plans with all types of fundraising, in particular planned and major gifts and also annual and on-line giving programs, foundations and corporations.
I have been very fortunate to have worked with excellent people and organizations and I bring this experience to mentoring and coaching others in order to realize success.
Nancy Fong
Président
NYF Wealth Management
Experienced financial advisor with a demonstrated history of working in the financial services industry. Nancy is skilled in estate & tax planning, retirement planning, life insurance & risk management, charitable gifts planning and financial planning. She is a strong business development professional with a FEA (Family Enterprise Advisor) from the Sauder School of Business.
With business and law degrees under her belt, and close to twenty years of working as a Certified Financial Advisor, Nancy has become an expert in financial and intergenerational wealth management. Nancy brings a unique set of skills to the table, as she practiced as a solicitor for twelve years before earning her CFP and becoming a financial planner. Always aspiring to learn more, Nancy gained her designation as a Family Enterprise Advisor through the Family Enterprise Canada, and UBC’s Sauder School of Business.
As the president of NYF Wealth Management, Nancy aspires to empower families to cultivate their own wealth-being. NYF specialized in grandparents, parents, and young adults who care about securing their financial future for themselves and their family. Nancy helps families, as well as professionals, primarily accountants and lawyers, with financial planning or estate planning questions unique to them.
