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


Solving home bias when investing isn't simple, but there are strategies to overcome it

December 3, 2023 - Andrew Feindel writes that examining the psychology behind home bias may help position a portfolio for success.

2 minute read


Money & Menopause

November 28, 2023 - Lynn MacNeil writes about the connection between menopause and money in an article for The Montrealer, and says that financial advisors…

2 minute read


Know when to take a loss

November 23, 2023 - Joelle Hall writes that tax-loss selling can reduce tax paid on capital gains to trigger capital losses from non-registered investments.

2 minute read