How top women advisors are investing through the market noise

The Globe and Mail
May 5, 2023.

Portfolio managers in the inaugural Canada’s Top Women Wealth Advisors ranking have several key traits in common. But it’s their disciplined and holistic philosophy for investing that has guided them over the years to make sound decisions for clients.

Many also got their start in other businesses before becoming advisors, which helped form the foundation for their practices.

Originally from Panama, Cielo Carin, portfolio manager, wealth advisor and investment advisor with Cielo Carin Wealth Management Team at Richardson Wealth Ltd. in Montreal, started out as a lender to small and medium-sized businesses. She says the analytical and relationship-building skills she learned in that role benefited her as an advisor. Many of her successful commercial clients found they had accumulated personal wealth to manage and turned to Ms. Carin for help.

“Trust really is the cornerstone of what I do, what I’ve always done,” she explains.

*Globe Advisor subscription required.

Read more.

Related articles

2024

Cockerill enjoying career year on links following move to Dubai

May 16, 2024 - Currently ranked 19th in the season standings, Aaron’s journey has been truly remarkable. With his family by his side in Dubai,…

2 minute read

2024

Back-office technology upgrades present challenges, rewards for wealth managers

May 15, 2024 - Scott Stennett shares how our transition to Fidelity Clearing Canada has allowed us to have a more sophisticated, efficient digital system…

2 minute read

2024

The Cost of Health: Planning for the Economics of Aging

May 13, 2024 - Lynn MacNeil, Portfolio Manager, Investment Advisor at Richardson Wealth, writes about why advisors should factor in the cost of aging for…

2 minute read