Women have a specific set of experiences and challenges when it comes to investing.
Join our expert panel as they discuss issues that affect women investors and explore solutions for women who are either new to investing or would like to do more with their investments.
Speakers
Sue May Talbot
Portfolio Manager, Partner
Genus Capital Management
As a portfolio manager, I work with individuals and families to help create impactful portfolios that align with their values while serving their goals, such as saving for the future or making the most out of retirement. My collaborative and solutions-driven approach has helped me to create strong client partnerships.
As Genus’ first hire in 1989, I have extensive experience and knowledge to meet my clients’ needs. I am proud to contribute to an organization that continues to innovate and has become a leader in sustainable investments. My own personal values include honesty, integrity and inclusion.
Rose Shawlee
Counsel
Boughton Law Corporation
Rose is a member of Boughton Laws Wills & Estates and Individual Tax Planning Groups. She brings more than 15 years of experience to her practice, which is primarily focused on assisting families and businesses with their planning, succession and reorganization, estate, and business needs.
She strives to make life’s inevitabilities, death and taxes, less daunting a topic for clients while being alert to the complications these raise from a legal, family, tax, probate fee, and cost perspective.
Rose’s objectives are two-fold: ensuring that clients are aware of the various tools, while at the same time making sure that problems aren’t over-solved by implementing mechanisms that aren’t proportionately practical or offer limited cost-benefit.
Mary Lou Miles
Head of Wealth Management, Portfolio Manager, Partner
Genus Capital Management
I am a partner and the head of wealth management. I believe integrity, honesty, and empathy are fundamental to great results for both our clients and our staff internally.
My areas of expertise are in cash flow planning, estates, and trusts. I oversee all of these aspects into our clients’ portfolio management, including inter-generational wealth. I love to hear people’s stories and use my resources to connect them with others who can help guide them in their journey.
Julia Chung
Co-Founder & CEO
Spring Planning
Julia Chung is a highly educated, experienced advice-only (fee for service) financial planner specializing in personal finance, multi-generational family wealth, legacy, and succession planning. Her passion and drive to help people achieve is evidenced in her business, volunteer, and educational life.
In 2011, Julia founded JYC Financial as an independent financial planning firm. Later, in 2017, she co-founded Spring Planning, a conflict-free financial planning firm offering advice-only personal finance services.
In her role as a Board Director at Family Enterprise Canada, she leads as the Chair of the FEA Council. Julia also co-founded the Financial Planning Association of Canada, and is currently President.
