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DIVERSE DIVIDENDS

Video Podcast Series



Diverse Dividends Webpage


EXPLORING THE RICH MOSAIC OF THE FINANCE & INVESTMENT INDUSTRY

Welcome to Diverse Dividends, the newest video series from The Analyst, where we uncover the diverse sectors, stories, and leaders shaping Canada’s finance and investment industry.

Diverse Dividends is a video series featuring candid, in-depth interviews with senior leaders across the finance and investment industry. From wealth management and asset management to fintech and compliance, this series showcases the rich mosaic of career paths, challenges, and insights that drive success in finance.

Whether you are a seasoned professional, an emerging leader, or simply curious about the various sectors that power our industry, Diverse Dividends delivers valuable perspectives straight from the experts. New episodes will launch at the beginning of every month, so mark your calendars and stay tuned!

 

Why Watch?

  • Gain Unique Insights: Hear from industry leaders on their career journeys, the challenges they’ve faced, and their vision for the future of their fields.
  • Connect with Leaders: Discover relatable stories from accomplished professionals who share their passion for finance and investment.
  • Explore Diverse Sectors: Learn about the many specializations in finance, including asset management, pension funds, fintech, risk management, and beyond.
  • Grow Your Career: Get practical advice and actionable takeaways to help you advance and succeed as a finance professional.

This series is more than a conversation—it’s a guide to help you unlock your potential and navigate the evolving finance industry.

What to Expect

Each 30-45-minute episode is an engaging interview that dives into the personal and professional experiences of our guests. Topics include:

  • How they began their career in finance.
  • Insights into their specific area of specialization.
  • The biggest challenges they’ve faced—and how they overcame them.
  • Trends shaping their sector in the short and long term.
  • Practical advice for emerging professionals.
  • What they love about their work and the industry.

Hosted by Sara Loriot, Vice-Chair of the Industry Relations and Corporate Governance (IRCG) Committee, the series combines authenticity, expertise, and real-world stories.



Discover diverse returns—insights, inspiration, and practical career guidance await.

Brought to you by The Analyst, CFA Society Toronto’s trusted voice for industry insights and professional growth.

Episode 3 - The Power of Persistence: West Hall’s Unstoppable Journey

In this episode of Diverse Dividends, host Sara Loriot, CFA, sits down with Wes Hall, a powerhouse in business, finance, and advocacy. West, known for his roles as the founder of Kingsdale Advisors, the Chancellor of the University of Toronto, and the founder of the Black North Initiative, opens up about his incredible journey from extreme poverty in rural Jamaica to becoming a leader in Canada. Throughout the conversation, West reflects on the resilience and determination that have shaped his career, sharing insights into how he overcame obstacles, including being a minority in predominantly white spaces. Tune in as he discusses the importance of generational thinking, the support he received from mentors, and the impact of diverse leadership in both business and society.



Episode 2 - Maximizing Leadership with Katy Boshart

In this episode of Diverse Dividends, host Sara Loriot, CFA, sits down with Katy Boshart, President and CEO of Manulife Bank Canada, to explore her unconventional path to leadership. From studying biology and history to leading major financial institutions, Katy shares how curiosity, adaptability, and a maximizer mindset have shaped her career. She discusses the importance of authenticity in leadership, how every role in life—from musician to CEO—contributes to her perspective, and why she believes that leadership isn’t about titles but about impact. Don’t miss this conversation filled with actionable career advice, leadership insights, and inspiration for anyone looking to maximize their potential.



Episode 1 - A Conversation with Heather Cooke, CFA

In the premiere episode of Diverse Dividends, host Sara Loriot, Institutional Portfolio Manager at CI Global Asset Management and CFA Society Toronto volunteer, introduces the series' mission: spotlighting the trailblazers shaping Canada's finance industry. The episode features Heather Cooke, a distinguished leader with over 30 years of experience spanning institutional client management, investment management, and private wealth management. Join us as Heather shares insights from her illustrious career, lessons learned, and her vision for fostering diversity and innovation in the industry.

Come Back Every Month for New Episodes!
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