Diverse Dividends

EXPLORING THE RICH MOSAIC OF THE FINANCE & INVESTMENT INDUSTRY

Welcome to Diverse Dividends, the newest video series from The Analyst, where we uncover the diverse sectors, stories, and leaders shaping Canada’s finance and investment industry.

Episode 2 - Celebrating Black Excellence in Finance

In this special episode of Diverse Dividends, we bring you a powerful conversation originally recorded during CFA Society Toronto’s inaugural Black History Month event. Hosted by Sara, VP, Institutional Strategy & Partnerships at CI, the discussion features two accomplished leaders in Canadian finance: Jacqui Parchment, CFA, former CEO of Mercer Canada and Board Director at Ontario Teachers’ Pension Plan, and Deland Kamanga, CFA, Head of BMO Wealth Management. Together, they share candid reflections on leadership, resilience, mentorship, sponsorship, career growth, and the importance of community. Drawing from their personal journeys—from immigrant families and first jobs to the executive ranks of Canada's financial industry—they offer practical insights on navigating challenges, building meaningful relationships, and creating opportunities for others.

Diverse Dividends is a video series featuring candid, in-depth interviews with senior leaders across the finance and investment industry. From wealth management and asset management to fintech and compliance, this series showcases the rich mosaic of career paths, challenges, and insights that drive success in finance.

Whether you are a seasoned professional, an emerging leader, or simply curious about the various sectors that power our industry, Diverse Dividends delivers valuable perspectives straight from the experts. New episodes will launch bi-monthly, so subscribe and stay tuned!

Why Watch?

Gain Unique Insights: Hear from industry leaders on their career journeys, the challenges they’ve faced, and their vision for the future of their fields.
Connect with Leaders: Discover relatable stories from accomplished professionals who share their passion for finance and investment.
Explore Diverse Sectors: Learn about the many specializations in finance, including asset management, pension funds, fintech, risk management, and beyond.
Grow Your Career: Get practical advice and actionable takeaways to help you advance and succeed as a finance professional.

This series is more than a conversation—it’s a guide to help you unlock your potential and navigate the evolving finance industry.

What to Expect

Each 30-45-minute episode is an engaging interview that dives into the personal and professional experiences of our guests. Topics include:

How they began their career in finance.
Insights into their specific area of specialization.
The biggest challenges they’ve faced—and how they overcame them.
Trends shaping their sector in the short and long term.
Practical advice for emerging professionals.
What they love about their work and the industry.

Hosted by Sara Loriot, Chair of the Digital Content Committee, the series combines authenticity, expertise, and real-world stories.

Discover diverse returns—insights, inspiration, and practical career guidance await.

Brought to you by The Analyst, CFA Society Toronto’s trusted voice for industry insights and professional growth.

Listen on the Go
During your commute, enjoy it at home for a deep-dive session, or watch Diverse Dividend for a richer, more immersive experience. Join our ever-growing community, and take away actionable ideas that can transform both your mindset and your bottom line. Don’t miss a single episode—follow Diverse Dividends wherever, however, you love to listen!

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Episode 1 - From Purpose to Performance with Kristina Fanjoy, CFO at CPP Investments

Season 2 of Diverse Dividends opens with Kristina Fanjoy, Chief Financial Officer at CPP Investments. She shares insights on leadership, career growth, and managing financial strategy for an organization serving over 22 million Canadians. Kristina discusses decision-making at scale, building high-performing teams, and advancing women in finance.

This episode offers practical perspectives on navigating complex global markets while staying grounded in purpose. Ideal for professionals interested in finance careers, leadership development, and institutional investing, this conversation highlights how purpose-driven leadership shapes long-term performance.

Women in Finance with Tasneem Azim-Khan

Women in Finance with Jennifer Mersereau

Women in Finance with Millan Mulraine

Episode 12 - Leading with Purpose: Fred Pinto on His Journey to CEO and the Future of CFA Society Toronto

In the Season 1 finale of Diverse Dividends, host Sara Loriot, CFA, sits down with Fred Pinto, CFA, CEO of CFA Society Toronto, to explore a leadership journey shaped by persistence, community, and a commitment to elevating the investment profession.

Fred shares how he entered the finance industry with limited knowledge, built his career through curiosity and resilience, and ultimately became CEO of one of the world’s largest CFA Societies. He reflects on the mentors, challenges, and decisions that shaped his path—and how these experiences now inform his leadership of the Society.

Episode 11 - Compounding Leadership with Jonathan Durocher on Building Wealth, Wisdom, and Impact

In this episode of Diverse Dividends, host Sara Loriot, CFA, sits down with Jonathan Durocher, President of National Bank Financial Wealth Management, to explore the journey from compliance analyst to industry leader overseeing $185 billion in assets. Jonathan shares his views on the power of compounding—both in investing and careers—his passion for financial literacy, and how authentic leadership drives impact. He also discusses the evolving role of financial advisors in the age of AI, his advocacy for women in finance, and why curiosity and humility remain essential to success.

Episode 10 - Tanya van Biesen on Driving Change in Finance

In this episode of Diverse Dividends, host Sara Loriot, CFA sits down with Tanya van Biesen, CEO of VersaFi (formerly Women in Capital Markets), to explore how finance can become a more inclusive and performance-driven industry. They discuss VersaFi’s bold rebrand and mission to support over 4,000 women and gender-diverse professionals in finance through programs like Return to Bay Street and student mentorships that shape the next generation of leaders. Tanya also shared insights on real challenges women face in accessing promotions, opportunities, and flexibility, and how we can to change this situation. Whether you’re an aspiring finance professional or a seasoned leader, this episode offers actionable insights on career advancement, structural change, and building community in the financial sector.

Episode 9 - Joanna Simon on Authentic Leadership & Building a Global Career

In this episode of Diverse Dividends, host Sara Loriot sits down with Joanna Simon, Regional Director of International Investment Advisory at Scotiabank. Joanna shares her unconventional journey from studying cultural anthropology to becoming a leader in the wealth management industry. She discusses the importance of adaptability, people-first leadership, and building a career that aligns with personal values.

From navigating international markets to shaping team culture, Joanna offers practical insights on taking risks, knowing when it’s time to move on, and bringing authenticity to work. Whether you’re early in your career or considering your next step, Joanna’s perspective will inspire you to lead with purpose and resilience

Episode 8 - Rafael Espana: Rebuilding a Finance Career in Canada

When Rafael España moved from Colombia to Canada, he brought with him years of experience in finance—buy-side, sell-side, startups, and senior leadership. But like many newcomers, he had to start over. In this episode, Rafael shares with Sara Loriot how he rebuilt his career in a new country, why adaptability and specialization are key, and how CFA Society Toronto became an essential part of his journey. This episode is a must-listen for anyone navigating change, career reinvention, or the newcomer experience in Canada’s finance sector.

Episode 7 - Sean Etherington: Leadership With Purpose, On and Off the Clock

In this episode, Sara Loriot, CFA, sits down with Sean Etherington, President of CI Assante Wealth Management and Co-Head of CI’s Canadian Wealth. Sean shares key moments from his 25-year journey within CI Financial, offering leadership insights shaped by mentorship, adaptability, and a deep commitment to impact. He also opens up about his community work as co-founder of Motionball, a national non-profit supporting Special Olympics Canada. From boardrooms to grassroots events, Sean's approach to leadership blends strategy with heart. Tune in for practical advice on embracing opportunity, leading without a title, and building a career—and a legacy—with purpose.

Episode 6 - Janet Bannister on Venture Capital, Risk, and the Power of People

In this inspiring episode of Diverse Dividends, host Sara Loriot, CFA sits down with one of Canada’s most accomplished venture capitalists and entrepreneurs—Janet Bannister. Best known as the founder of Kijiji and now the force behind Staircase Ventures, Janet opens up about her journey from corporate life to Silicon Valley and ultimately to launching her own VC firm focused on founder development.

With reflections on leadership, personal development, and reframing risk, this episode is a must-listen for anyone curious about the real human elements behind successful venture capital. Don’t miss Janet’s answers to our signature “different questions,” where she reveals her favourite late-night snack, and the advice she wishes more people followed in their careers.

Episode 5 - Jon Erlichman: Making Markets Move Through Media

In this episode of Diverse Dividends, host Sara Loriot welcomes media veteran and financial storyteller Jon Erlichman. Known for his long tenure at BNN and his current work as the creator of the YouTube series Ticker Take, Jon shares how he’s redefining financial literacy through the power of storytelling and social media. From anchoring major networks to dancing in a suit on TikTok, Jon walks us through his unconventional journey from traditional broadcasting to becoming a digital-first content creator. He opens up about the inspiration behind his content, his family’s influence on his creative approach, and why connecting with audiences in new, engaging formats matters more than ever. Tune in to hear Jon’s thoughts on the future of financial content, his partnership with Global X, and the legacy he hopes to leave in the world of investing education.

Episode 4 - Global Innovation Meets Local Expertise

In this eye-opening episode of Diverse Dividends, host Sara Loriot sits down with Rohit Mehta, President and CEO of Global X Canada, to explore leadership, innovation, and the changing landscape of ETFs. Rohit shares his unique journey from humble beginnings in finance, the essential qualities that guide his decision-making, and how Global X Canada orchestrated a major rebrand from Horizons ETFs. He also reveals how data-driven insights are shaping product launches and how diversity of thought sparks creative solutions for clients worldwide. Tune in to hear Rohit’s candid perspective on seizing market trends, the “three Ps” powering Global X, and why curiosity is a must for anyone looking to advance in the fast-evolving world of finance.

Episode 3 - Wes Hall’s Unstoppable Journey

In this episode of Diverse Dividends, host Sara Loriot, CFA, sits down with Wes Hall, a powerhouse in business, finance, and advocacy. West, known for his roles as the founder of Kingsdale Advisors, the Chancellor of the University of Toronto, and the founder of the Black North Initiative, opens up about his incredible journey from extreme poverty in rural Jamaica to becoming a leader in Canada. Throughout the conversation, West reflects on the resilience and determination that have shaped his career, sharing insights into how he overcame obstacles, including being a minority in predominantly white spaces. Tune in as he discusses the importance of generational thinking, the support he received from mentors, and the impact of diverse leadership in both business and society.

Episode 2 - Maximizing Leadership with Katy Boshart

In this episode of Diverse Dividends, host Sara Loriot, CFA, sits down with Katy Boshart, President and CEO of Manulife Bank Canada, to explore her unconventional path to leadership. From studying biology and history to leading major financial institutions, Katy shares how curiosity, adaptability, and a maximizer mindset have shaped her career. She discusses the importance of authenticity in leadership, how every role in life—from musician to CEO—contributes to her perspective, and why she believes that leadership isn’t about titles but about impact. Don’t miss this conversation filled with actionable career advice, leadership insights, and inspiration for anyone looking to maximize their potential.

Episode 1 - A Conversation with Heather Cooke, CFA

In the premiere episode of Diverse Dividends, host Sara Loriot, Institutional Portfolio Manager at CI Global Asset Management and CFA Society Toronto volunteer, introduces the series' mission: spotlighting the trailblazers shaping Canada's finance industry. The episode features Heather Cooke, a distinguished leader with over 30 years of experience spanning institutional client management, investment management, and private wealth management. Join us as Heather shares insights from her illustrious career, lessons learned, and her vision for fostering diversity and innovation in the industry.

Come Back Every Month for New Episodes!

DIVERSE DIVIDENDS

Welcome to Diverse Dividends, the newest video series from The Analyst, where we uncover the diverse sectors, stories, and leaders shaping Canada’s finance and investment industry.

Why Watch?

What to Expect