Diverse Dividends

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

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.

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

In the Season 2 premiere of *Diverse Dividends*, host Sara Loriot sits down with Kristina Fanjoy, Chief Financial Officer at CPP Investments, for a conversation that goes far beyond the numbers. With a mandate that impacts over 22 million Canadians, CPP Investments plays a critical role in shaping financial security for generations. In this episode, Kristina shares how purpose drives performance at one of the world’s leading institutional investors—and what it takes to lead at that scale. Together, they explore: * Kristina’s career journey to CFO and the lessons learned along the way * What it means to lead within a mission-driven organization * The realities of decision-making at the highest levels of finance * Practical leadership insights for building trust, resilience, and impact * The evolving landscape for women in finance—and how to navigate it Whether you’re early in your career or leading at the top, this episode offers grounded, practical insights on leadership, growth, and making meaningful impact in the finance industry. 🎧 Tune in to kick off Season 2 with a conversation that truly pays dividends.

In this episode of Diverse Dividends, we sit down with Fred Pinto, CFA, CEO of CFA Society Toronto, to talk about his career journey. Fred shares how the CFA charter shaped his early credibility, how community involvement accelerated his career, and how the Society supports thousands of finance professionals today. 🔹 His path from early career uncertainty to the executive level 🔹 The mission and impact of CFA Society Toronto 🔹 Why volunteering and mentorship matter 🔹 How diversity strengthens the investment profession If you’re building a career in finance or want insight from one of the sector’s most respected leaders, this conversation is for you. 👉 Subscribe for more conversations with leaders shaping the future of finance. #CFAToronto #CFASocietyToronto #FinanceCareers #Leadership #Investment #Finance #FinanceLeadership #CFADesignation