Episode length: 17 min 54 sec
EPISODE #46 – Empowering Female Investors with Julie Shipley-Strickland
In this episode of The Innovators Behind Disruption, we explore female investors from the point of view of a female investment advisor, keynote speaker, Julie Shipley-Strickland.
- 0:00 Opening remarks and introductions
- 0:50 About the practice, focusing on female business owners
- 3:30 Similarities and differences between male and female investors
- 5:25 Being educated in investments
- 7:22 How risk tolerance differs between males and females
- 8:49 Female empowerment and approach towards investing
- 10:37 Navigating the current market environment
- 15:06 Investment opportunities in technology
- 17:17 Closing remarks
Julie Shipley-Strickland – Senior Wealth Advisor, Wellington-Altus Private Wealth
Passionate, forthright and dynamic, Julie Shipley-Strickland builds strong relationships with her valued clients by understanding their goals, supporting their concerns and providing thoughtful and strategic solutions. As a Senior Wealth Advisor with Wellington-Altus Private Wealth, Julie provides independent investment advice, financial planning, insurance solutions and clear guidance to entrepreneurs, executives and their families. As one of the few female investment and insurance advisors in Canada, Julie is paving the way for future females in finance with her strong leadership and dedication to women-led businesses in the community.
Raj Lala, President & CEO of Evolve ETFs
Prior to founding Evolve ETFs, Mr. Lala served as Head of WisdomTree Canada – a division of WisdomTree Investments Inc., one of the world’s largest ETF issuers. Prior to this, Mr. Lala was Executive Vice President and Head of Retail Markets for Fiera Capital Corporation, a prominent Canadian investment management firm with over $100 billion in assets under management. Mr. Lala co-founded and served as President and CEO of Propel Capital Corporation (which was acquired by Fiera Capital Corporation in September 2014). Propel raised approximately $1 Billion in structured products in its five years of operation. Prior to Propel, Mr. Lala worked with Jovian Capital. Mr. Lala held several roles at Jovian including President of JovFunds Inc., an asset management division of Jovian Capital. Mr. Lala holds a Bachelor’s degree in Economics from the University of Toronto.