Melissa Leong is one of Canada’s best-loved authorities on personal finance. She’s currently the resident money expert on CTV’s The Social, Canada’s leading daytime talk show, and is a repeat guest on The Drew Barrymore Show on CBS.
A bestselling author, Melissa wrote the award-winning, feel-good finance guide Happy Go Money. She also spent almost two decades working as a newspaper journalist — interviewing thousands of people — and most recently covered personal finance for the Financial Post.
A bestselling author, Melissa wrote the award-winning, feel-good finance guide Happy Go Money. She also spent almost two decades working as a newspaper journalist — interviewing thousands of people — and most recently covered personal finance for the Financial Post.
Kelley Keehn’s middle name is money, and her mission has been to make Canadians feel
good about it. In a post-pandemic world, she's now devoted to women claiming their wealth.
A veteran in the industry, she’s spent sixteen years as a personal financial educator and over a decade as a financial professional, and she’s learned that everyone has money problems. That’s as true for millionaires as it is for people who spend years trying to pay off their student debt.
Kelley's also a speaker, media personality, and the best-selling author of eleven books. She is the personal finance contributor on The Marilyn Denis Show, and previously hosted Burn My Mortgage on the W Network. Kelley has conducted thousands of radio and TV appearances and regularly speaks for some of Canada’s largest corporations. She connects with companies, audiences, and media around the globe.
good about it. In a post-pandemic world, she's now devoted to women claiming their wealth.
A veteran in the industry, she’s spent sixteen years as a personal financial educator and over a decade as a financial professional, and she’s learned that everyone has money problems. That’s as true for millionaires as it is for people who spend years trying to pay off their student debt.
Kelley's also a speaker, media personality, and the best-selling author of eleven books. She is the personal finance contributor on The Marilyn Denis Show, and previously hosted Burn My Mortgage on the W Network. Kelley has conducted thousands of radio and TV appearances and regularly speaks for some of Canada’s largest corporations. She connects with companies, audiences, and media around the globe.
As CTV News’ Chief Financial Commentator, Pattie Lovett-Reid coaches viewers on how to save money, stretch their income, and get the biggest bang for their hard-earned bucks. Lovett-Reid provides weekday financial updates for CTV News Channel, CP24, and regional CTV MORNING LIVE broadcasts across the country.
A highly respected Canadian financial guru, Lovett-Reid also contributes analysis on market-moving business stories to CTV NATIONAL NEWS, and is a regular guest commentator on BNN Bloomberg, CTV’s YOUR MORNING, THE SOCIAL, NEWSTALK1010, and other Bell Media channels.
Lovett-Reid was the host of THE PATTIE LOVETT-REID SHOW on CTV News Channel and CTV, and served as a weekly guest commentator on CANADA AM. A sought-after speaker and commentator on wealth management, she took on the role of Senior Financial Commentator with CTV News in early 2012. Lovett-Reid joined CTV News from TD Waterhouse Canada Inc., where she served as Senior Vice-President.
A highly respected Canadian financial guru, Lovett-Reid also contributes analysis on market-moving business stories to CTV NATIONAL NEWS, and is a regular guest commentator on BNN Bloomberg, CTV’s YOUR MORNING, THE SOCIAL, NEWSTALK1010, and other Bell Media channels.
Lovett-Reid was the host of THE PATTIE LOVETT-REID SHOW on CTV News Channel and CTV, and served as a weekly guest commentator on CANADA AM. A sought-after speaker and commentator on wealth management, she took on the role of Senior Financial Commentator with CTV News in early 2012. Lovett-Reid joined CTV News from TD Waterhouse Canada Inc., where she served as Senior Vice-President.
Maureen Jensen was the Chair and CEO of the Ontario Securities Commission (OSC) from 2016-2020 and prior to this was Executive Director and Chief Administrative Officer from 2011 – 2016.
Before joining the OSC, Ms. Jensen was SVP, Surveillance and Compliance at the Investment Industry Regulatory Organization of Canada (IIROC 2008-2011) and President and CEO and VP regulation Eastern Region(2002-2007) for Market Regulation Services Inc., the independent market regulator for all Canadian equity markets.
Prior to her work as a regulator, Ms. Jensen held senior positions at the Toronto Stock Exchange and had an earlier 20-year career in the mining exploration industry. She currently serves as Vice Chair of the Board of the Toronto Centre, a director of Franco Nevada Corporation, a director of OBSI, a public governor of FINRA and is Chair of The Prosperity Project.
Ms. Jensen has a BSc. Geology, is a Registered Professional Geoscientist (P.Geo), holds an ICD.D and a Doctor of Laws (Honoris Causa).
Before joining the OSC, Ms. Jensen was SVP, Surveillance and Compliance at the Investment Industry Regulatory Organization of Canada (IIROC 2008-2011) and President and CEO and VP regulation Eastern Region(2002-2007) for Market Regulation Services Inc., the independent market regulator for all Canadian equity markets.
Prior to her work as a regulator, Ms. Jensen held senior positions at the Toronto Stock Exchange and had an earlier 20-year career in the mining exploration industry. She currently serves as Vice Chair of the Board of the Toronto Centre, a director of Franco Nevada Corporation, a director of OBSI, a public governor of FINRA and is Chair of The Prosperity Project.
Ms. Jensen has a BSc. Geology, is a Registered Professional Geoscientist (P.Geo), holds an ICD.D and a Doctor of Laws (Honoris Causa).
Miroki Tong, BA (Hons), MBA is an independent business consultant, with a focus on strategy, logistics and marketing, bringing her expertise coupled with healthy pragmatism to help build small businesses and enterprisers. She holds an MBA with a designated specialization in Strategic Management, and considerations in Marketing, Organizational Behaviour and Entrepreneurship.
In a previous life, Miroki spent a decade as an international, award-winning performer and producer in theatre, film and live events. Her festival Altekrea, which augmented counterculture art, is a twice award-nominated entity.
She has served on recommender juries for the Ontario Arts Council, has acted as a third-party expert and mentor for students in university entrepreneurship programs, and has lead Wilfrid Laurier’s angel investment due diligence teams.
Recently, she spearheaded an online project that shares her decade long passion in wine, resulting in the Instagram blog @9ouncesplease. Winemakers, bar owners, and people looking to make positive change in the wine industry are all highlighted with Miroki’s characteristic humour, endearing geekiness, and easy-going nature.
By moonlight, or folding the time-space continuum, Miroki is developing her Opera Metal music album and practicing circus aerials.
In a previous life, Miroki spent a decade as an international, award-winning performer and producer in theatre, film and live events. Her festival Altekrea, which augmented counterculture art, is a twice award-nominated entity.
She has served on recommender juries for the Ontario Arts Council, has acted as a third-party expert and mentor for students in university entrepreneurship programs, and has lead Wilfrid Laurier’s angel investment due diligence teams.
Recently, she spearheaded an online project that shares her decade long passion in wine, resulting in the Instagram blog @9ouncesplease. Winemakers, bar owners, and people looking to make positive change in the wine industry are all highlighted with Miroki’s characteristic humour, endearing geekiness, and easy-going nature.
By moonlight, or folding the time-space continuum, Miroki is developing her Opera Metal music album and practicing circus aerials.
Krista Scaldwell has more than two decades of public affairs and communications experience in Canada, Latin America, Asia Pacific and the U.S. She has spent more than 20 years in the non-profit sector in management and at the board level, including Trustee of the 4-H Foundation Board of Directors and chairing an annual fundraising event for the Abilities Centre. She is also past chair of the Trent University Alumni Community of Women. She is currently on the boards of the Markham-Stouffville Hospital Foundation, Trent University and the 4-H Foundation of Canada.
Nicole Francis is the Director of Content and GTM Enablement at Softchoice leading their content marketing and sales enablement initiatives. Before Softchoice, Nicole led the content and social media strategy for Tangerine Bank. Nicole started her career in the Quick Service Restaurant (QSR) industry as a manager trainee, experience that provided the foundation for her career allowing her to apply her transferable skills across several industries.
Nicole juggled her career while raising her three daughters with her husband in Toronto and is certain that many of her superpowers today were honed across the board room and the playroom. Nicole describes her personal brand as authentic and direct with a healthy sense of humour.
As a woman of colour, and an immigrant to Canada, Nicole understands the role of mentorship and sponsorship. In her own experience mentorship and sponsorship came late in her career and for this reason she prioritizes the mentorship of young women and men.
Nicole juggled her career while raising her three daughters with her husband in Toronto and is certain that many of her superpowers today were honed across the board room and the playroom. Nicole describes her personal brand as authentic and direct with a healthy sense of humour.
As a woman of colour, and an immigrant to Canada, Nicole understands the role of mentorship and sponsorship. In her own experience mentorship and sponsorship came late in her career and for this reason she prioritizes the mentorship of young women and men.
Rita Silvan, CIM®, is a personal finance & investment content creator and consultant for leading financial institutions and publications. Rita has appeared on BNN Bloomberg, CBC Newsworld, conference panels and investing webinars. An award-winning publishing executive, she was the founding editor-in-chief of ELLE Canada and led the rebranding/relaunches of S/Style&Fashion and Golden Girl Finance.
Rita’s personal motto: Be brave. Be kind. Be solvent
She writes a weekly newsletter, Ellesworth (ellesworth.ca). You can reach Rita at rita@ellesworth.ca
Rita’s personal motto: Be brave. Be kind. Be solvent
She writes a weekly newsletter, Ellesworth (ellesworth.ca). You can reach Rita at rita@ellesworth.ca
Eva Sachs is a recognized expert in financial planning in divorce. She is passionate about providing clients with financial clarity, compassion and confidence at various stages of their separation and divorce.
Eva is a Certified Financial Planner (CFP®), Chartered Financial Divorce Specialist (CFDS) and Certified Divorce Financial Analyst (CDFA™). She has a Bachelor of Commerce from University of Toronto.
She co-authored the book “When Harry Left Sally – Finding your way through Grey Divorce”
She is the financial professional team member at Love and Money – Modern Marriage Contracts and The Modern Divorce.
Eva is a trusted resource dealing with all the financial issues related to divorce providing financial support to clients from the information gathering stage to preparing projections based on settlement options. Whether in traditional negotiations, mediation or collaborative divorce, Eva has shown countless couples how the combination of property division, income and spousal and child support will affect them post- divorce.
Eva is a Certified Financial Planner (CFP®), Chartered Financial Divorce Specialist (CFDS) and Certified Divorce Financial Analyst (CDFA™). She has a Bachelor of Commerce from University of Toronto.
She co-authored the book “When Harry Left Sally – Finding your way through Grey Divorce”
She is the financial professional team member at Love and Money – Modern Marriage Contracts and The Modern Divorce.
Eva is a trusted resource dealing with all the financial issues related to divorce providing financial support to clients from the information gathering stage to preparing projections based on settlement options. Whether in traditional negotiations, mediation or collaborative divorce, Eva has shown countless couples how the combination of property division, income and spousal and child support will affect them post- divorce.
Aseel spent a decade working in the Canadian Financial Sector. She grew her career in Financial Planner managing a portfolio of $100M on Bay Street. While she enjoyed helping clients with crucial financial decisions and strategies, she realized that the conversation was missing major elements.
Aseel went back to school to become a Psychotherapist, pivoting into the world of Financial Therapy in March 2020 to not only thoughtfully addresses her client's financial challenges, but also attends to the emotional, psychological, behavioral, and relational hurdles that are intertwined.
Aseel is the former CEO Of Conscious Economics and current CEO of Holistic Optimal Wealth, a practice on a mission to explore and heal people’s relationship with money. She is a member of the Financial Therapy Association and the Canadian Association Of Psychodynamic Therapy. She is a thought leader, public speaker and advocate for holistic wealth.
Aseel went back to school to become a Psychotherapist, pivoting into the world of Financial Therapy in March 2020 to not only thoughtfully addresses her client's financial challenges, but also attends to the emotional, psychological, behavioral, and relational hurdles that are intertwined.
Aseel is the former CEO Of Conscious Economics and current CEO of Holistic Optimal Wealth, a practice on a mission to explore and heal people’s relationship with money. She is a member of the Financial Therapy Association and the Canadian Association Of Psychodynamic Therapy. She is a thought leader, public speaker and advocate for holistic wealth.
Robin Taub is a professional speaker and author. A Chartered Professional Accountant (CPA, CA) by training, Robin is the author of The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life, a book that gives parents the information and skills they need to teach their kids about money.
Robin has held professional positions in both audit and taxation at two of Canada’s largest accounting firms, and spent five years in the complex world of Derivatives Marketing at Citibank Canada. She is also passionate about improving opportunities for women CPAs to advance into positions of leadership. From 2008 until 2017, she was a member, and then Chair, of the Chartered Professional Accountants of Canada’s Women’s Leadership Council.
Robin graduated with a Bachelor of Commerce degree (High Distinction) from the Rotman School of Management at the University of Toronto. She earned her Chartered Accountant designation and went on to complete the Canadian Institute of Chartered Accountants’ (CICA) In-Depth Tax Course. Robin values lifelong learning and participated in the Canadian Board Diversity Council’s Director Education Program.
She is an avid cyclist, snowboarder, music lover and concert goer. She has two (mostly) money-smart kids and lives in Toronto.
Robin has held professional positions in both audit and taxation at two of Canada’s largest accounting firms, and spent five years in the complex world of Derivatives Marketing at Citibank Canada. She is also passionate about improving opportunities for women CPAs to advance into positions of leadership. From 2008 until 2017, she was a member, and then Chair, of the Chartered Professional Accountants of Canada’s Women’s Leadership Council.
Robin graduated with a Bachelor of Commerce degree (High Distinction) from the Rotman School of Management at the University of Toronto. She earned her Chartered Accountant designation and went on to complete the Canadian Institute of Chartered Accountants’ (CICA) In-Depth Tax Course. Robin values lifelong learning and participated in the Canadian Board Diversity Council’s Director Education Program.
She is an avid cyclist, snowboarder, music lover and concert goer. She has two (mostly) money-smart kids and lives in Toronto.
An award-winning television producer, Tara McEwen has a true passion for creative storytelling and finding new ways to elevate factual content on multiple platforms: television, social media and podcasting.
There’s never been more pressure than right now to look and sound good on video: from virtual meetings and conferences to TV appearances. For the past decade as a producer on The Marilyn Denis Show, Tara has helped entrepreneurs hone their TV presentation skills to become regular contributors.
Television is constantly looking for new faces to share their stories and expertise. With McEwen Media Consulting you’ll get insider knowledge on what TV producers are looking for, which programs to focus on and how to make that elusive second booking.
For more experienced on-air talent, you’ll get support in pitching more regular content, sharpening your talking points, and developing engaging TV segments. You’ll also get help navigating branded content, from outreach to negotiation.
And for entrepreneurs, you’ll learn how to use hese skills for more engaging video presentations vital to today’s business climate.
A producer’s job is to turn ideas into reality. With McEwen Media Consulting you’ll get the individual attention you need to elevate your on-screen presence.
There’s never been more pressure than right now to look and sound good on video: from virtual meetings and conferences to TV appearances. For the past decade as a producer on The Marilyn Denis Show, Tara has helped entrepreneurs hone their TV presentation skills to become regular contributors.
Television is constantly looking for new faces to share their stories and expertise. With McEwen Media Consulting you’ll get insider knowledge on what TV producers are looking for, which programs to focus on and how to make that elusive second booking.
For more experienced on-air talent, you’ll get support in pitching more regular content, sharpening your talking points, and developing engaging TV segments. You’ll also get help navigating branded content, from outreach to negotiation.
And for entrepreneurs, you’ll learn how to use hese skills for more engaging video presentations vital to today’s business climate.
A producer’s job is to turn ideas into reality. With McEwen Media Consulting you’ll get the individual attention you need to elevate your on-screen presence.
Dr. Moira Somers is a psychologist, family wealth consultant, and executive coach based in Manitoba, Canada. She is the behavioural strategist at Knudge (a FinTech company dedicated to improving follow-through on financial advice), as well as the founder of consulting company Money, Mind and Meaning. She is the author of Advice that Sticks: How to Give Financial Advice that People Will Follow.
Dr. Somers is a faculty member at the Ultra High Net Worth Institute and the Sudden Money Institute. Undergirding all of her work is her grounded and pragmatic approach to changing financial behaviours, attitudes, relationships and organizations for the greater good of individuals and society.
Dr. Somers is a faculty member at the Ultra High Net Worth Institute and the Sudden Money Institute. Undergirding all of her work is her grounded and pragmatic approach to changing financial behaviours, attitudes, relationships and organizations for the greater good of individuals and society.
Hina Khan guides and mentors people to work through seemingly unbreakable barriers, whether it be creating quantum leaps in their business or exceeding personal goals. She helps people challenge the thoughts and beliefs that are holding them back. Then through extensive work, those thoughts and beliefs are replaced with ones which help to supercharge her clients' growth. As a peak performance coach and former registered
psychotherapist, Hina has been a student of the mind, human behaviour, and human potential for almost 2 decades.
Hina has found that no matter how gifted, talented or brilliant a person is, if we don’t deal with our paradigms and limiting subconscious beliefs, we can never truly soar and have the positive results we are capable of creating in our personal and professional lives. Hina helps her clients explore the thoughts and beliefs that hold people back and reprogram their subconscious programming to obtain desired results.
Hina believes coaching is a powerful tool for change as one aligns with their purpose, vision and goals, allowing them to have mastery in both their personal and professional lives. After training extensively with her mentor Bob Proctor, Hina is one of the top consultants for the successful 'Thinking Into Results' program. Her extensive training at the distinguished Centre for Training in Psychotherapy anchors her coaching expertise. Hina is also a familiar face in the media and is called on as an expert for a number of television programs, podcasts and delivers keynote presentations and training to entrepreneurs, organizations and teams.
psychotherapist, Hina has been a student of the mind, human behaviour, and human potential for almost 2 decades.
Hina has found that no matter how gifted, talented or brilliant a person is, if we don’t deal with our paradigms and limiting subconscious beliefs, we can never truly soar and have the positive results we are capable of creating in our personal and professional lives. Hina helps her clients explore the thoughts and beliefs that hold people back and reprogram their subconscious programming to obtain desired results.
Hina believes coaching is a powerful tool for change as one aligns with their purpose, vision and goals, allowing them to have mastery in both their personal and professional lives. After training extensively with her mentor Bob Proctor, Hina is one of the top consultants for the successful 'Thinking Into Results' program. Her extensive training at the distinguished Centre for Training in Psychotherapy anchors her coaching expertise. Hina is also a familiar face in the media and is called on as an expert for a number of television programs, podcasts and delivers keynote presentations and training to entrepreneurs, organizations and teams.
After spending nearly two decades working in PR, marketing and product for multimillion dollar brands and start-ups within the financial services industry, Carrie Tuck knows what truly drives innovation, how to build brands and how to create the right client experience. Carrie’s depth of financial experience and collaborative spirit are invaluable in educating and building awareness of Cult Wines and the benefits of investing in fine wine in the Americas market.
Prior to joining Cult Wines Americas as Chief Marketing Officer, Carrie was the Head of Marketing for Vanguard, Canada and was instrumental in building the brand in the region. Throughout her career, Carrie has held various senior positions at asset management and fund companies, where she ran marketing, product and client service. Carrie holds a Bachelor of Arts (Honours) from Concordia University (Canada).
Prior to joining Cult Wines Americas as Chief Marketing Officer, Carrie was the Head of Marketing for Vanguard, Canada and was instrumental in building the brand in the region. Throughout her career, Carrie has held various senior positions at asset management and fund companies, where she ran marketing, product and client service. Carrie holds a Bachelor of Arts (Honours) from Concordia University (Canada).
Nancy Wilson is the Founder and CEO of the Canadian Women’s Chamber of Commerce (CanWCC), which launched in January 2018. CanWCC is a national, not-for-profit organization that advocates for the economic priorities of women-owned businesses. It is the first (and only) Chamber of Commerce in Canada that represents the unique and diverse voices of women-identified entrepreneurs and business owners.
For more information and to become a member, visit https://canwcc.ca/join
Nancy is a Chartered Professional Accountant (CPA, CGA) with over a decade of accounting experience in various corporate roles. She owns Novus Accounting, an accounting and business advisory firm specializing in women business owners and entrepreneurs.
Nancy is a driven and accomplished feminist entrepreneur looking to build collaborative relationships with all stakeholders. She is a straight up policy nerd that loves a good debate. Nancy lives in Toronto, ON with her partner and their cat, Piglet.
For more information and to become a member, visit https://canwcc.ca/join
Nancy is a Chartered Professional Accountant (CPA, CGA) with over a decade of accounting experience in various corporate roles. She owns Novus Accounting, an accounting and business advisory firm specializing in women business owners and entrepreneurs.
Nancy is a driven and accomplished feminist entrepreneur looking to build collaborative relationships with all stakeholders. She is a straight up policy nerd that loves a good debate. Nancy lives in Toronto, ON with her partner and their cat, Piglet.
Ruth Stephen is the Director of the Behavioural Finance Lab at the Financial Consumer Agency of Canada, where she leads interdisciplinary teams of researchers in anticipating and responding to emerging issues in the consumer protection and financial literacy fields. She has over 17 years of experience leading teams and providing strategic policy advice on economic, taxation, and intergovernmental issues with the Canadian and Ontario governments. Ruth is bilingual in English and French and holds a Masters in International Affairs from the Norman Paterson School of International Affairs at Carleton University and an Honours Bachelor of Arts in Economics from the University of Toronto. Ruth is passionate about having a positive impact on the lives of individuals through public service and resides in Ottawa with her family.
Traci Shepheard is the Founder of MeditationWorks, Certified in the Foundations of Mindfulness & Mindful
Meditation through the University of Toronto.
After spending 20+ years in a successful corporate career in beverage alcohol, sport and entertainment
Traci knows first-hand the priceless benefits of meditation and how it can assist in managing stress, sharpening focus while enhancing overall well being.
MeditationWorks is dedicated to improving the lives of people everywhere. Mindfulness, Meditation and a Wellness regime are known to help manage stress, sharpen focus and reduce illnesses, while helping people become healthier and happier.
We are Canada’s first Mobile Meditation Studio offering LIVE in person and virtual Workplace Wellness experiences in Canada, USA and around the world – Built for Business. MeditationWorks was created to provide unique, innovative and approachable Workplace Wellness experiences that COME TO YOU for a Positive Disruption in your day!
Meditation through the University of Toronto.
After spending 20+ years in a successful corporate career in beverage alcohol, sport and entertainment
Traci knows first-hand the priceless benefits of meditation and how it can assist in managing stress, sharpening focus while enhancing overall well being.
MeditationWorks is dedicated to improving the lives of people everywhere. Mindfulness, Meditation and a Wellness regime are known to help manage stress, sharpen focus and reduce illnesses, while helping people become healthier and happier.
We are Canada’s first Mobile Meditation Studio offering LIVE in person and virtual Workplace Wellness experiences in Canada, USA and around the world – Built for Business. MeditationWorks was created to provide unique, innovative and approachable Workplace Wellness experiences that COME TO YOU for a Positive Disruption in your day!
Named one of Bay St. Bull’s Women of the Year, Erin Bury is one of Canada’s top female entrepreneurs, an active startup advisor. and a former marketer and technology journalist. Erin is the co-founder and CEO at online estate planning platform Willful, where she drives the company’s mission to make it easier for Canadians to prepare for and deal with death in a digital age. Willful has been named one of Bay St. Bull’s Power 50 companies, and Erin secured a deal for the company on TV’s Dragons’ Den in December 2021. Erin advises multiple startups including podcasting platform Quill. She is also a board member for Save the Children Canada and the co-chair of the #Tech4SickKids initiative for SickKids Hospital.