Diverse Dividends

About Diverse Dividends

Welcome to CFA Society Toronto's Diverse Dividends, the newest series from The Analyst, where we uncover the diverse sectors, stories, and leaders shaping Canada’s finance and investment industry. Diverse Dividends is a podcast 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 at the beginning of every month, so mark your calendars and stay tuned!

Publisher

CFAST

Category

business

Language

en

Explicit

No

First episode

2 Jan 2025

Latest episode

2 Oct 2026

Latest episodes

16 episodes in the feed.

1. 

   2 Oct 2026

   Leadership and Career Growth in the Age of AI with Lesley Marks, CFA

   In Season 2, Episode 4 of Diverse Dividends, host Laura Sebesta, CFA sits down with Lesley Marks, CFA, Chief Investment Officer, Equities at Mackenzie Investments, for a candid conversation about career growth, leadership and the changing investment industry. Lesley reflects on beginning her career during a challenging job market, the importance of remaining open to unexpected opportunities, and what led her to make a major career move after 22 years at one institution. They also explore the rapid rise of generative AI and what it could mean for investment professionals. As technology changes how analysts and portfolio managers work, Lesley discusses why human capabilities such as judgment, curiosity, relationship building and critical thinking will become increasingly important. The conversation also covers leading through change, building a meaningful professional network, creating a “personal board of directors,” giving back to the community and learning to set boundaries. Listen to the full episode for practical insights on building a career that continues to evolve alongside the industry. #DiverseDividends #CFASocietyToronto #CFAToronto #Finance #Investment #Leadership #AssetManagement

2. 

   7 Aug 2026

   Beyond the Benchmark with Brian Madden, CFA, CFP

   What defines a successful investment career beyond performance? Host Anton Almazov speaks with Brian Madden, Chief Investment Officer at First Avenue Investment Counsel and a member of CFA Society Toronto’s Board of Directors, about the experiences that have shaped his nearly 30-year career. Brian reflects on entering the investment industry, navigating the 2008 financial crisis and learning to remain composed during periods of extreme market uncertainty. He also discusses how his investment approach evolved from a strictly quantitative process to a multidisciplinary one that incorporates fundamental, technical and macroeconomic analysis. Beyond the markets, Brian shares why volunteering can serve as a “parallel career,” helping professionals strengthen their leadership skills, expand their perspectives and contribute meaningfully to their communities. From resilience and idea agnosticism to mentorship, integrity and legacy, this episode offers practical insight for both emerging and established finance professionals.

3. 

   22 Jun 2026

   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. The conversation also explores the role of representation, diversity of thought, and the progress that has been made—and still needs to be made—in advancing inclusion across the profession. With stories that are both inspiring and deeply personal, this episode serves as a reminder that Black History Month is not only a time to celebrate achievements, but also an opportunity to learn from lived experiences and continue important conversations throughout the year. Whether you're an investment professional, a future leader, or someone looking for inspiration on your own career journey, this discussion offers lessons that extend far beyond finance. Topics covered: Leadership, resilience, and career progression The difference between mentors and sponsors Building a strong circle of influence Overcoming self-doubt and embracing challenges Diversity of thought and better decision-making Lessons from family, community, and lived experience Practical advice for the next generation of leaders

4. 

   1 Apr 2026

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

   Host Sara Loriot interviews Kristina Fanjoy, CFO at CPP Investments, about how purpose drives performance and leadership at a global institutional investor.

5. 

   9 Dec 2025

   Leading with Purpose with Fred Pinto

   CEO Fred Pinto speaks with Diverse Dividends about his career journey, the impact of the CFA charter, and the importance of community involvement in the finance industry in this interview.

6. 

   7 Nov 2025

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

   President Jonathan Durocher discusses authentic leadership with host Sara Loriot, CFA, exploring financial literacy and the human aspects of wealth management in the age of AI in this interview.

7. 

   3 Oct 2025

   Tanya van Biesen, VersaFi on Driving Change in Finance

   Tanya van Biesen, CEO of VersaFi, discusses with host Sara Loriot, CFA, how VersaFi supports women and gender-diverse professionals in finance, addressing challenges in promotions and opportunities to build stronger networks in this interview.

8. 

   5 Sept 2025

   Joanna Simon: Leading with Authenticity in Global Wealth

   Host Sara Loriot interviews Scotiabank Regional Director Joanna Simon about her authentic leadership journey from anthropology to global wealth management, offering insights on navigating complex markets and career growth.

9. 

   8 Aug 2025

   Rafael España on Rebuilding a Finance Career in Canada

   Rafael España recounts his journey rebuilding his finance career in Canada, emphasizing cultural adaptability and the importance of specialization in this interview episode.

10. 

    3 Jul 2025

    Sean Etherington on Leadership, Mentorship & Community Impact

    Sara Loriot, CFA, interviews Sean Etherington, President of CI Assante Wealth Management, about leadership, mentorship, and community impact, revealing how intention shapes success in finance and beyond.

11. 

    5 Jun 2025

    Janet Bannister on Venture Capital, Risk, and Empowering Founders

    Venture capitalist Janet Bannister discusses venture capital, entrepreneurship, and the human side of investing with host Sara Loriot in an interview.

12. 

    2 May 2025

    Jon Erlichman: From News Anchor to Financial Storyteller

    In this episode of Diverse Dividends, host Sara Loriot is joined by Jon Erlichman—former BNN anchor, current Bloomberg contributor, and the creator of Ticker Take on YouTube. Jon shares his journey from traditional financial media to becoming a leading voice in digital financial literacy. Discover how he uses storytelling, data, and yes—even dancing—to connect with new audiences on platforms like Instagram, TikTok, and YouTube. We also discuss: + Why content creation matters in modern finance + The role of social media in educating the next generation of investors + Lessons learned from decades in TV journalism + His creative partnership with ETF provider Global X +And the legacy he hopes to build through financial education Whether you're a finance pro or just curious about markets, this episode will leave you informed—and entertained. 🎧 Subscribe and leave a review to support the show!

13. 

    15 Apr 2025

    Global Innovation Meets Local Expertise with Rohit Mehta

    In this eye-opening episode of Diverse Dividends, host Sara Loriot, CFA, 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.

14. 

    24 Mar 2025

    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.

15. 

    24 Mar 2025

    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.

16. 

    2 Jan 2025

    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.

Who has been a guest on Diverse Dividends

Names identified in recent episode analyses. Showing up to five guests.

• Kristina Fanjoy
• Fred Pinto
• Jonathan Durocher
• Tanya van Biesen
• Joanna Simon

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Spotify

5.0 / 5

2 ratings

Podcast Authority Score: 5 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

9

Social presence

0

YouTube

0

Engagement

0

Contact Diverse Dividends

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about Diverse Dividends