{"id":25977,"date":"2024-06-20T12:32:54","date_gmt":"2024-06-20T19:32:54","guid":{"rendered":"https:\/\/genuscap.com\/?p=25977"},"modified":"2026-03-17T13:37:22","modified_gmt":"2026-03-17T20:37:22","slug":"regarder-le-webinaire-a-la-demande-impact-women-and-philanthropy","status":"publish","type":"post","link":"https:\/\/genuscap.com\/fr\/watch-on-demand-impact-women-and-philanthropy-webinar\/","title":{"rendered":"Watch on Demand - Les femmes et la philanthropie"},"content":{"rendered":"
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Sue Talbot, gestionnaire de portefeuille chez Genus Capital Management et Janice Margolis, conseill\u00e8re en philanthropie chez JLM Philanthropy, Nancy Fong, pr\u00e9sidente de NYF Wealth Management et Sarah Fitzpatrick, associ\u00e9e chez Miller Thompson LLP se joignent \u00e0 nous pour explorer ce sujet passionnant.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Sue May Talbot<\/span><\/strong><\/h4>

Gestionnaire de portefeuille, partenaire<\/strong><\/p>

Genus Capital Management<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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En tant que gestionnaire de portefeuille, je travaille avec des particuliers et des familles pour les aider \u00e0 cr\u00e9er des portefeuilles qui correspondent \u00e0 leurs valeurs tout en servant leurs objectifs, comme \u00e9pargner pour l'avenir ou tirer le meilleur parti de la retraite. Mon approche collaborative et ax\u00e9e sur les solutions m'a permis de cr\u00e9er des partenariats solides avec mes clients.<\/p>

En tant que premier employ\u00e9 de Genus en 1989, je dispose d'une exp\u00e9rience et de connaissances approfondies pour r\u00e9pondre aux besoins de mes clients. Je suis fi\u00e8re de contribuer \u00e0 une organisation qui continue d'innover et qui est devenue un leader en mati\u00e8re d'investissements durables. Mes valeurs personnelles sont l'honn\u00eatet\u00e9, l'int\u00e9grit\u00e9 et l'inclusion.<\/p>

Je suis un vrai mordu de la gym. Je pense que l'exercice est tr\u00e8s important pour la sant\u00e9 mentale et physique. Chaque ann\u00e9e, j'attends avec impatience les vacances en famille avec mon mari et mes deux gar\u00e7ons.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Sarah Fitzpatrick<\/h4>

Partenaire<\/span><\/strong><\/p>

Miller Thompson LLP<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Sarah Fitzpatrick exerce dans les domaines des organisations caritatives, des organisations \u00e0 but non lucratif, de la planification successorale et du droit des affaires. Elle fournit des conseils g\u00e9n\u00e9raux aux organisations caritatives, aux organisations \u00e0 but non lucratif et aux trusts, et aide ses clients \u00e0 atteindre leurs objectifs en mati\u00e8re de planification successorale.<\/p>

Sarah conseille les organismes de bienfaisance et les organisations \u00e0 but non lucratif en mati\u00e8re de gouvernance, de conformit\u00e9 r\u00e9glementaire et de planification des dons. Elle assiste ses clients dans les questions juridiques g\u00e9n\u00e9rales relatives aux entreprises, y compris les contrats commerciaux importants, les transactions et les restructurations. Sarah a \u00e9galement une pratique active dans le domaine des successions et des fiducies, qui comprend la planification et l'administration des successions, ainsi que des conseils aux fiduciaires.<\/p>

Pendant ses \u00e9tudes \u00e0 la facult\u00e9 de droit de l'universit\u00e9 de Victoria, Sarah a pr\u00e9sid\u00e9 l'UVic Law Students for Human Rights through Legal Education et a organis\u00e9 un certain nombre de collectes de fonds pour le Mwanza Paralegal Aid Center en Tanzanie. Elle continue \u00e0 s'impliquer dans la communaut\u00e9 et pr\u00e9side actuellement un groupe de travail pour l'Association du Barreau canadien, sous-section du droit des organismes de bienfaisance et \u00e0 but non lucratif, sur le mod\u00e8le de r\u00e8glements en vertu de la nouvelle loi sur les soci\u00e9t\u00e9s.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Janice Margolis<\/h4>

Conseiller en philanthropie<\/strong><\/p>

JLM Philanthropie<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Je suis conseill\u00e8re en philanthropie et je travaille depuis plus de trente ans dans le domaine caritatif. J'ai travaill\u00e9 avec des centaines de donateurs et de familles de donateurs pour les aider \u00e0 concr\u00e9tiser leurs int\u00e9r\u00eats caritatifs. J'ai \u00e9galement une exp\u00e9rience directe de l'\u00e9laboration et de la mise en \u0153uvre de plans organisationnels pour tous les types de collecte de fonds, en particulier les dons planifi\u00e9s et les dons importants, ainsi que les programmes de dons annuels et en ligne, les fondations et les entreprises.<\/p>

J'ai eu la chance de travailler avec des personnes et des organisations excellentes et j'apporte cette exp\u00e9rience au mentorat et \u00e0 l'accompagnement des autres pour qu'ils r\u00e9ussissent.<\/p><\/div><\/section>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Nancy Fong<\/h4>

Pr\u00e9sident<\/span><\/strong><\/p>

NYF Wealth Management<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Conseill\u00e8re financi\u00e8re exp\u00e9riment\u00e9e qui a fait ses preuves dans le secteur des services financiers. Nancy est comp\u00e9tente en mati\u00e8re de planification successorale et fiscale, de planification de la retraite, d'assurance-vie et de gestion des risques, de planification des dons de bienfaisance et de planification financi\u00e8re. Elle est une grande professionnelle du d\u00e9veloppement des affaires et poss\u00e8de un FEA (Family Enterprise Advisor) de la Sauder School of Business.<\/p>

Avec des dipl\u00f4mes en commerce et en droit \u00e0 son actif, et pr\u00e8s de vingt ans de travail en tant que conseill\u00e8re financi\u00e8re agr\u00e9\u00e9e, Nancy est devenue une experte en gestion financi\u00e8re et en gestion de patrimoine interg\u00e9n\u00e9rationnel. Nancy apporte un ensemble unique de comp\u00e9tences, puisqu'elle a exerc\u00e9 la profession d'avocat pendant douze ans avant d'obtenir son CFP et de devenir planificatrice financi\u00e8re. Toujours d\u00e9sireuse d'en apprendre davantage, Nancy a obtenu son titre de conseill\u00e8re en entreprise familiale par l'entremise de Family Enterprise Canada et de la Sauder School of Business de l'Universit\u00e9 de la Colombie-Britannique.<\/p>

En tant que pr\u00e9sidente de NYF Wealth Management, Nancy aspire \u00e0 donner aux familles les moyens de cultiver leur propre patrimoine. NYF s'est sp\u00e9cialis\u00e9e dans les grands-parents, les parents et les jeunes adultes qui souhaitent assurer leur avenir financier et celui de leur famille. Nancy aide les familles, ainsi que les professionnels, principalement les comptables et les avocats, \u00e0 r\u00e9pondre aux questions de planification financi\u00e8re ou de planification successorale qui leur sont propres.\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Watch on demand - Participez \u00e0 notre webinaire pour discuter de l'\u00e9volution du paysage de l'investissement philanthropique, avec un accent particulier sur les femmes qui le fa\u00e7onnent.<\/p>","protected":false},"author":6,"featured_media":25978,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[26,22],"tags":[124,125,135,113,109],"class_list":["post-25977","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-events","category-impact","tag-insurance","tag-investments","tag-sue-may-talbot","tag-watch-on-demand","tag-webinar"],"acf":[],"yoast_head":"\nWomen and Philanthropy Webinar - Genus Capital Management<\/title>\n<meta name=\"description\" content=\"Join our webinar session to discuss the evolving landscape of the philanthropy investing space.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/genuscap.com\/fr\/regarder-le-webinaire-a-la-demande-impact-women-and-philanthropy\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Watch on Demand - 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