Jennifer Stevenson Vice president and portfolio manager Dynamic Funds Jennifer Stevenson joined Dynamic Funds in 2010 as a portfolio manager and member of the award-winning Equity Income team. She specializes in global energy and equity income investments, bringing 25 years of experience in the energy sector to the role. Most recently, she was the managing director of portfolio management at a Calgary-based investment management company, where she was responsible for identifying and selecting oil & gas investment opportunities.
Annie Chong Global head of portfolio services Invesco
Lori Pinkowski Senior portfolio manager and senior vice president, private client group Pinkowski-Allen Financial Group/Raymond James Lori Pinkowski became a licensed financial advisor at 21 and joined Raymond James in 2009 along with her partner, Seth Allen. They currently manage close to $500 million in assets, and business is growing exponentially. Pinkowski’s commitment to clients’ well-being through sound investment advice and regular communication has helped her build strong, long-term relationships with each of the families she works with. Pinkowski was recently named to the Raymond James Global Top 50 out of 6,500 financial advisors worldwide. She also received the 2015 Raymond James Woman of Distinction Award, recognizing both her successful practice and her extensive charitable endeavours and community involvement. As a well-known financial expert in Vancouver, Pinkowski has appeared on Global News and has been a financial columnist for the North Shore News since 2001. Her column is often published in other Canadian newspapers, including the Vancouver Sun, The Province and the Calgary Herald. She also hosts a weekly radio segment, “Making Cents of the Markets,” where she discusses market conditions and financial industry news. Are you seeing any improvements in gender diversity in the industry? Yes. When I started in the industry in my previous firm, there were less than 10 female financial advisors out of a total of 500 investment professionals in the firm. Raymond James, my current firm, is leading the way with their Network for Women Advisors – they have a goal of increasing female advisors from 15% to 25% by 2025. I feel there is a huge benefit to clients by having more women in the financial industry. This isn’t Wolf of Wall Street anymore … this is serious business, and women are leading the way in wealth
management. I always encourage young women to look at this as a possible career path when evaluating which direction to go within finance. What advice would you give the next generation of female advisors? There is no limit to your career, and never be intimidated by others in the business. Always put your clients first, and success will ultimately follow. I still always view myself as a person in business and not a woman in business. Be confident in who you are, and don’t compete with others, but rather within yourself, to attain your goals.
As Invesco’s global head of portfolio services, Annie Chong manages a global team that looks after trade and portfolio operations, security pricing, corporate actions, and security master data management. Chong also serves as a member of the Invesco Canada Executive Committee and the Invesco Global Investment Operations Management team.
Ann Bowman Head of Canadian Private Banking RBC Wealth Management As head of Canadian Private Banking, Ann Bowman leads the business responsible for delivering holistic wealth planning advice, service and solutions to high-networth and ultra-high-net-worth clients. One of Canada’s most successful private banks, Canadian Private Banking has earned numerous distinguished awards, including being named the number-one private bank in Canada for eight consecutive years in the Euromoney Private Banking and Wealth Management survey. Bowman also serves as the chair of the Ontario Chamber of Commerce and as chair of the investment committee and a member of the executive committee of the National Gallery Foundation.
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