I have owned my own consultancy for more than 20 years and am an expert in the financial services industry, having worked within the industry in both Canada and the U.S. including with Merrill Lynch, Manulife Financial and United Financial. I was one of two women who developed the very first women’s seminar in the United States on behalf of Merrill Lynch. I have researched the impact of financial communications among women investors. And, in 2001, I co-authored a book with Gail Vaz Oxlade called Marketing Financial Planning to Women. .
Login to view more
