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She Means Business

Start Date:2/15/2023

Start Time:1:00 PM EST

Duration:60 minutes


SUMMARY:


Women are a critical part of your investment advisory practice, but they often switch advisors after their husband's death and then have difficulty finding the right fit with another advisor. Learn how to effectively engage with this influential group to retain them as clients.


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Speakers

Alice Ambrosie

Vice-President, Practice Management

CI Global Asset Management

As Vice-President, Practice Management at CI Global Asset Management, Alice is responsible for CI’s advisor practice consulting team. This team develops and delivers educational and professional development programs, one-on-one consulting, and digital content for CI’s key channel partners. A knowledgeable and engaging consultant, coach and presenter, Alice has a passion for practice management and working with all kinds of wealth management professionals. She has worked with advisors in many different respects through her experience in sales on the asset management side and in management at one of the largest wealth management firms in Canada. Alice sees hundreds of advisors practices across the country and shares the best ideas to help advisors enhance their skills and build more successful businesses.

Marie-Hélène Leye, M.SC.

Vice-President, Sales

CI Global Asset Management

As Vice President, Sales for the Quebec region, Marie-Hélène works to support and promote all product lines from CI Global Asset Management including Mutual Funds, ETFs, Liquid Alternatives and Hedge Funds. A strong believer in the value of financial advice, she takes pride in helping advisors successfully navigate the challenges and complexities of modern asset management. Marie-Hélène holds a Master of Science degree in Management, brings a unique perspective and over 10 years’ experience in the financial services industry.
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