Vancouver Steering Committee

Meet Our Vancouver Steering Committee

We invite you to view upcoming events and initiatives in WCM's Vancouver Chapter.

Catherine Heath

Co-Chair, Vancouver Steering Committee

Vice President, Fixed Income, Leith Wheeler Investment Counsel

Catherine Heath

Co-Chair, Vancouver Steering Committee

Vice President, Fixed Income, Leith Wheeler Investment Counsel

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Why I'm involved with WCM

I consider myself very fortunate to work in such a fast-paced, interesting field as capital markets. I'm always surprised at how few young women are entering the industry. My goal is to get out and encourage young women to enter this exciting industry through university and high school outreach programs, and by providing mentorship and networking opportunities. In addition, I believe that it is important to have a venue for women currently working in the industry in Vancouver to get together, exchange ideas and support one another.


Professional Experience

Catherine Heath is a Portfolio Manager and Fixed Income Analyst with the firm. Catherine joined Leith Wheeler in April of 2000 after graduating from Simon Fraser University with a joint Bachelor’s Degree in Finance and Economics. As part of the Fixed Income team, she is responsible for the strategy, trading, and analysis of fixed income portfolios for both pension and private clients. She is also a portfolio manager for many of our specialized fixed income portfolios. Catherine is a co-founder of the Vancouver chapter of Women in Capital Markets, is a member of the Portfolio Review Committee for the Beedie Endowment Asset Management program at Simon Fraser University, and sits on the SFU Business Dean's Advisory Board. Catherine holds the Chartered Financial Analyst (CFA) designation and is member and past president of CFA Society Vancouver (2007).

Lori Norman

Co-Chair, Vancouver Steering Committee

Investor Specialist, Steadyhand Investments

Lori Norman

Co-Chair, Vancouver Steering Committee

Investor Specialist, Steadyhand Investments

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Why I'm involved in WCM

It's wonderful to be in a room with articulate, passionate women who want to support each other and promote capital markets and the opportunities that exist. From a self-serving viewpoint, it is refreshing not to have to explain to each other what we do for a living because we all actually know (and it doesn't look like Wolf on Wall Street).


Professional Experience

Lori started her career in the investment industry in the early 90's in London, England. She has 25 years of experience, primarily in institutional bond sales, and more recently as an investment adviser. Lori spent close to 18 years with Dominion Securities, where she earned the title of Vice President, Money Market and Fixed Income Sales & Bank of America Merrill Lynch. Having spent most of her career working with institutional investors, Lori decided she wanted to use her experience to help individual investors and made the move to Steadyhand, a boutique investment firm in 2013.


Lori is now a partner at Steadyhand and works with clients helping them build personalized investment portfolios and strategies focused on long-term investing success.

Kirsten Bahrey

Co-Chair, SheBiz Committee

Portfolio Management Associate, Leith Wheeler Investment Counsel Ltd.

Kirsten Bahrey

Co-Chair, SheBiz Committee

Portfolio Management Associate, Leith Wheeler Investment Counsel Ltd.

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Why I'm involved with WCM

My goal in joining WCM is to help foster a robust and candid network of women leaders in Vancouver.


Professional Experience

Kirsten joined Leith Wheeler in May of 2014. At Leith Wheeler, she provides advice to individual investors and supports the management of Private Client and Foundation accounts. In addition to her involvement with Women in Capital Markets, Kirsten is a volunteer and member of the Vancouver CFA Society. Kirsten holds a Bachelor of Commerce degree from the University of Victoria and the Chartered Financial Analyst (CFA) designation.

Joanne Carnell

Co-Chair, Membership

Vice President, Fixed Income & Currencies, RBC Capital Markets

Joanne Carnell

Co-Chair, Membership

Vice President, Fixed Income & Currencies, RBC Capital Markets

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Why I'm involved in WCM

To cultivate an awareness of the many benefits of WCM through targeted drives, events and strategic alliances. To ensure that we are attracting, advancing and retaining women in this industry, as well as to meet like-minded women in the local area to share ideas with.


Professional Experience

Joanne has 18 years’ experience in Capital Markets. She is currently a Director on the RBC Capital Markets foreign exchange desk in Vancouver, BC where she provides foreign execution and risk management solutions to RBC clients.  She has held sales and trading roles across a variety of asset classes on both the buy-side and sell-side. Joanne has been a member of the WCM Vancouver Steering Committee since the inauguration of the Vancouver chapter.

Joanne holds an undergraduate degree in International Relations from UBC and is also a CFA Charterholder.

Crista Caughlin

Chair, UniConnect

Principal, Fixed Income, Connor, Clark & Lunn Investment Management

Crista Caughlin

Chair, UniConnect

Principal, Fixed Income, Connor, Clark & Lunn Investment Management

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Why I'm involved in WCM

Because it's important to support the development and advancement of women in the capital markets industry. Encouraging younger woman to enter the field ultimately creates a more diverse and inclusive industry.

Kirsten Kennedy

WCM Vancouver Steering Committee

Managing Director, Canada Investor Sales Global Fixed Income, Currencies & Commodities, BMO Capital Markets

Kirsten Kennedy

WCM Vancouver Steering Committee

Managing Director, Canada Investor Sales Global Fixed Income, Currencies & Commodities, BMO Capital Markets

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Why I'm involved with WCM

Mentoring of young women, and those who have chosen to re-enter the business, has become a fundamental aspect of our development culture at BMO Capital Markets. I always embrace the privilege I'm given to help this process in any way I can, including being involved in formation of WCM in Vancouver. All of us are mentors, strong role models and symbols of success to the next generation of incredible women who I know will make us all proud.


Whether actively, or simply through the integrity that's underpinned the success of our own careers, we pass along our collective wisdom and open the doors of opportunity for more and more young women, year after year. WCM allows us all to combine forces and create a community in Vancouver, which it fabulous and very exciting.


Professional Experience

Kirsten is Managing Director, Fixed Income Sales and Sales Manager of the Vancouver group. She is directly responsible for managing the fixed income and money market desks in Vancouver. Kirsten works with an account base of a variety of large sophisticated clients and investors, including hedge funds, provincial treasurers, life insurance, counseling firms and mutual funds.
 
Kirsten spearheaded the development of the “Women in Fixed Income” conference in 2005 and is now in its 14th year. The conference is the only one of its kind in Canada and is an informative forum and networking opportunity with leading women in the industry.  Kirsten was recently awarded the WCM Leadership award recognizing a senior member of the financial community who has demonstrated a commitment to advancing and championing women in capital markets.

Kirsten has a BA from Queen’s University and has completed the International Capital Markets Associate Specialist Program.

Jocelyn Chu

WCM Vancouver Steering Committee

Principal, Connor, Clark & Lunn Investment Management

Jocelyn Chu

WCM Vancouver Steering Committee

Principal, Connor, Clark & Lunn Investment Management

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Rachel Colabella

WCM Vancouver Steering Committee

Senior Governance Advisor, Watson Inc.

Rachel Colabella

WCM Vancouver Steering Committee

Senior Governance Advisor, Watson Inc.

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Why I'm involved with WCM

I am passionate about helping WCM realize its mission of driving diversity in the boardroom and in leadership positions, and I am inspired to encourage young female professionals to propel to leadership positions in capital markets and related industries.


Professional Expereince

Rachel has over 20 years' experience in general & legal counsel, directorships, driving strategic growth initiatives, cross-border tax planning, financing and acquisition transactions, corporate governance and risk management. She is currently a Governance Consultant with Watson Inc., Canada's largest governance consultancy firm. Rachel is also a director and audit committee member of the board of directors for Decisive Dividend Corporation, a TSXV-listed company which acquires stable, successful manufacturing companies in Western Canada.


Prior to Watson, Rachel served as BC Regional Leader of Simplex Legal LLP, a national boutique law firm offering out-sourced in-house counsel to corporate clients across Canada. Rachel also served as the Chief Legal Officer and Corporate Secretary of Alaris Royalty Corp, a TSX-listed company providing alternative financing to private companies across North America in exchange for royalties or distributions. Here, Rachel spearhead the legal and tax teams to negotiate and finalize agreements for investments of over $800 million of invested capital, and was an instrumental member and advisor to executive management, implementing strategic objectives, and designing the corporate governance and risk management program. Rachel was also a member of the boards of directors of several Alaris subsidiaries.


Rachel spent her formative career years at both a large, full-service law firm and a boutique tax and estate planning firm in Calgary, where she developed a tax legal practice acting for corporations and their owners. She obtained her Bachelor of Laws from the University of Alberta and was called to the Alberta Bar in 1997. She also holds a Bachelor of Commerce in Accounting Concentration from the University of Calgary. 


Rachel is a member of the law societies of British Columbia and Alberta, and is also a member of the Canadian Bar Association, the Institute of Corporate Directors, Women in Capital Markets, Governance Professionals of Canada, and the Canadian Tax Foundation. 


Rachel currently sits on the Investment Steering Committee for the Canadian Bar Association and the steering committee for the Vancouver chapter of Women in Capital Markets. She is also a certified Trusts & Estates Practitioner and has recently completed the ICD-Rotman Director's Education Program.

Natasha Copeland

SheBiz Committee

Director, Institutional Money Market Sales, TD Securities

Natasha Copeland

SheBiz Committee

Director, Institutional Money Market Sales, TD Securities

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Why I'm involved in WCM:

To network and grow relationships with individuals in the Vancouver financial community.


Professional Experience

Natasha Copeland is Director, Institutional Money Market Sales in Vancouver, British Columbia where she is responsible for coverage of short term money managers in Western Canada.  She has spent the past 25 years working in finance in both Vancouver and Toronto.


Natasha received her Bachelor of Arts, with a major in Political Science from the University of British Columbia.

Emily Davies

WCM Vancouver Steering Committee

Associate Partner, Linde Equity Fund

Emily Davies

WCM Vancouver Steering Committee

Associate Partner, Linde Equity Fund

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Why I'm involved in WCM

I am passionate about helping the organization realize its mission of promoting gender equality in leadership. Careers in finance open this door and in sharing my experience, I hope to inspire others to give it a try.


Professional Experience 

Emily Davies is Associate Partner of Linde Equity. Emily performs research and analysis of Canadian and US listed securities and assists in managing the Linde Equity Fund. She is responsible for monitoring the firm’s investments, supporting its risk management objectives, and overseeing business development activities. Prior to joining Linde Equity, Emily worked in equity research and investment banking at RBC Capital Markets focusing on mergers and acquisitions, initial public offerings and equity and debt financings in the forestry, mining and diversified sectors.

Julia Ferreira

UniConnect

Investment Management Analyst, UBC Investment Management Trust

Julia Ferreira

UniConnect

Investment Management Analyst, UBC Investment Management Trust

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Why I'm involved in WCM

WCM was of immense help when I arrived in Vancouver, I am very grateful and enthusiastic about the importance of their work. I want to give back and help others by sharing my experiences and volunteering my time.


Professional Experience

Julia holds BSc in Economics from PUC-Rio Brazil, an MSc in Finance from SFU and has over ten-year background in wealth management, as fixed income, public and private equity, mutual funds, and hedge funds analyst. 


Pippa Fry

SheBiz Committee

Investment Counsellor, Assante Private Client, a division of CI Private Counsel LP

Pippa Fry

SheBiz Committee

Investment Counsellor, Assante Private Client, a division of CI Private Counsel LP

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Why I'm involved in WCM:

I am passionate about women in capital markets being aware of what they want, able to advance and realise their potential and ambitions. WCM supports this.

Brianne Gardner

WCM Vancouver Steering Committee

Associate Financial Advisor, Raymond James

Brianne Gardner

WCM Vancouver Steering Committee

Associate Financial Advisor, Raymond James

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Why I'm involved with WCM

I am a strong believer that with collaboration and support among women in finance who have shared goals, will not only benefit personal career development, but also improve self-confidence which in turn will encourage us to reach our highest potential.

Parul Garg

WCM Vancouver Steering Committee

Fixed Income Analyst, PenderFund

Parul Garg

WCM Vancouver Steering Committee

Fixed Income Analyst, PenderFund

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Janine Guenther

WCM Vancouver Steering Committee

Portfolio Manager, CIBC Wood Gundy

Janine Guenther

WCM Vancouver Steering Committee

Portfolio Manager, CIBC Wood Gundy

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Why I'm involved in WCM

I am involved with Women in Capital markets to help encourage more women to enter and stay in the field of finance.


Professional Experience 

I have worked in many facets of the money management business from the buy side of the institutional business to family office to leadership in the retail business.  All of this experience to find my dream job as an advisor and wealth manager for families in my role as a portfolio manager at CIBC Wood Gundy. 


I am a CFA Charterholder and CMT Charterholder. I obtained a B. Comm. (Hons.) from the University of Manitoba. 

Gina Jones

Women in Leadership Committee

Chief Operating Officer, PenderFund Capital Management

Gina Jones

Women in Leadership Committee

Chief Operating Officer, PenderFund Capital Management

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Why I'm involved with WCM

I am pleased to be working with the strong leadership team at WCM to support our many industry colleagues at each stage in their careers.


Professional Experience

Gina Jones has spent the majority of her career at independent IIROC dealer members, with the last 15 years in senior leadership roles. As CFO and COO she has guided companies through complex fiscal and operational initiatives in the highly-regulated environment of the financial services industry.


She is a CPA and CA, with a Corporate Finance specialty designation. She also hold the ICD.D designation.


She is currently the Chief Operations Officer at PenderFund Capital Management, an independent investment firm located in Vancouver, B.C.

Jane Justice

Chair, Mentorship Program

Vice President, Management Ltd., Connor, Clark and Lunn Investment Management

Jane Justice

Chair, Mentorship Program

Vice President, Management Ltd., Connor, Clark and Lunn Investment Management

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Why I'm involved in WCM

I believe it is important to help introduce, mentor, and retain women in capital markets. WCM programs provide women the path to the vast opportunities available to them in the capital markets. The Mentorship Program is a practical and impactful way to retain and to develop female talent in the Canadian capital markets. Protégées are paired with a mentor from a different firm who shares their knowledge, experience and offers guidance to their Protégée. For Mentors, the program is an opportunity to coach, to motivate, and to give back by helping to shape future leaders.

Mal Karwowska

WCM Vancouver Steering Committee

Mal Karwowska

WCM Vancouver Steering Committee

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Why I'm involved with WCM

I joined WCM to help promote women in the capital markets, and to help other women who are pursuing a career in the sector. I am passionate about the goals that the organisation is working towards, and am proud to be working with such a strong and inspirational group of role models.  


Professional Experience 

Mal Karwowska has 10 years of experience in finance specific to the mining sector, and is currently an Investment Manager at Pacific Road Capital in Vancouver. Her previous roles included Business Development Director at Oxygen Capital Corp., Senior Investment Research Analyst at Liberty Metals & Mining Holdings, LLC in Boston as well as over five years at National Bank Financial in the investment banking group in Vancouver. Mal holds a BCom from the Sauder School of Business at UBC.

Kathleen Keilty

WCM Vancouver Steering Committee

Partner, Corporate and Securities, Blake, Cassels & Graydon LLP

Kathleen Keilty

WCM Vancouver Steering Committee

Partner, Corporate and Securities, Blake, Cassels & Graydon LLP

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Why I'm involved with WCM

I believe that it is incumbent upon women in business to advocate for diversity in leadership, and to support the development of women's representation in the boardrooms of corporate Canada.

Carolyn Kwan

Co-Chair, Membership

Principal, Fixed Income, Connor, Clark and Lunn Investment Management

Carolyn Kwan

Co-Chair, Membership

Principal, Fixed Income, Connor, Clark and Lunn Investment Management

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Why I'm involved in WCM

I believe strongly in creating and fostering opportunity at every stage of one’s career, and I am passionate about the challenging and intellectually rewarding careers in capital markets. Being a part of mentorship and developing talent in conjunction with the WCM organization combines these beliefs and enables us to focus on helping each generation realize their full potential.


Professional Experience

Following her studies of Math and Economics at the University of Waterloo and completion of the Master of Arts in Economics at the University of Toronto, Carolyn worked in both the public and private sector modelling, forecasting and analyzing the economy. She spent more than seven years in the Research Department of the Bank of Canada, and worked on the fixed income trading desk of both Canadian and US investment banks. Carolyn is now a Portfolio Manager with Connor, Clark and Lunn Investment Manager’s Fixed Income team working closely with the firm’s institutional clients.

Jessica Ljustina

WCM Vancouver Steering Committee

Investment Banking Analyst, RBC Capital Markets

Jessica Ljustina

WCM Vancouver Steering Committee

Investment Banking Analyst, RBC Capital Markets

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Why I'm involved in WCM

To promote equal opportunity in the capital markets, starting with outreach and mentorship for young women. I have been fortunate to be supported by strong female role models in launching my own career and aim to enable similar experiences for future cohorts. I also seek to explore and engage with the broad spectrum of initiatives and causes championed by the steering committee.


Professional Experience 

Jessica Ljustina is an Analyst in the Investment Banking group of RBC Capital Markets, covering diversified clients across North America. Her responsibilities include conducting research, performing analysis and creating presentations to support M&A and financing transactions. Jessica is a Certified Advanced Financial Modeler and has passed the Chartered Financial Analyst Level I and II Exams. She holds a Bachelor of Commerce (with Honours) degree specializing in Accounting from the University of British Columbia.

Nicole Miljevic

WCM Vancouver Steering Committee

Vice President, Investor Sales, Fixed Income, Currencies & Commodities, BMO Capital Markets

Nicole Miljevic

WCM Vancouver Steering Committee

Vice President, Investor Sales, Fixed Income, Currencies & Commodities, BMO Capital Markets

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Why I'm involved in WCM

WCM helped me get my start in the industry and I will always be grateful. I want to give back by sharing my experiences to others who are in the same shoes I was once in.


Professional Experience

Nicole is currently a Vice President in Fixed Income, Currencies & Commodities at BMO Capital Markets. She works on the Fixed Income Sales desk in Vancouver, facilitating trades with institutional accounts like asset managers, insurance companies and pension funds. Prior to that, she was in Institutional Relationship Management in the Toronto office focusing on cross-selling and managing the relationships with the top 50 clients in Trading Products.  


Nicole is a graduate of Schulich School of Business (BA) and is a CFA Charterholder.

Elizabeth Petticrew

WCM Vancouver Steering Committee

Managing Director, Senior Vice President, Portfolio Manager & Branch Manager, BMO Nesbitt Burns Vancouver, Petticrew Branch

Elizabeth Petticrew

WCM Vancouver Steering Committee

Managing Director, Senior Vice President, Portfolio Manager & Branch Manager, BMO Nesbitt Burns Vancouver, Petticrew Branch

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Why I'm involved with WCM

I became involved with the WCM Steering Committee to give back to the community in the form of mentorship to up-and-coming individuals hoping to make their careers in the Capital Markets field. My position affords me the opportunity to help promote the advancement, empowerment, and success of all women.


Professional Experience

Elizabeth Petticrew is a Managing Director, Senior Vice President, Portfolio Manager and Branch Manager at BMO Nesbitt Burns Vancouver Petticrew branch. Specializing in individual and corporate portfolio management, Elizabeth is the lead portfolio manager on her team of five people. In her past life, Elizabeth was a marine geophysicist and holds a Bachelor of Science degree from Dalhousie University.


Since entering the investment business in 1988, Elizabeth has been an active participant in education and supporting community initiatives. She has held the position of co-president of the Western Businesswomen's Association, has been a participant in the YWCA mentorship program, and has sat on the Ethics Committee of Women's Hospital. Elizabeth has been an Investment Dealers Association sponsored night school instructor in the areas of financial planning and investing and has conducted educational seminars for the UBC Law Society, the Women's Hospital, B.C.I.T, S.F.U., local companies, associations, and investment clubs. Elizabeth was also nominated for the prestigious YWCA Women of Distinction Award. In 2015, Elizabeth became one of the founding contributors to the SheEO's year of radical giving campaign and in 2016 she became a full member of the Women Presidents Organization.

Lisa Stewart

Co-Chair, SheBiz Committee

Associate Vice President, Capital Markets, Neighbourhood Holdings

Lisa Stewart

Co-Chair, SheBiz Committee

Associate Vice President, Capital Markets, Neighbourhood Holdings

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Why I'm involved with WCM

I am passionate about promoting gender equality in executive positions, beginning by educating young women about careers in finance and encouraging them to pursue a path that excites them.

Anna Temple

SheBiz Committee

Credit Analyst, Fixed Income, PH&N, RBC Global Asset Management Inc.

Anna Temple

SheBiz Committee

Credit Analyst, Fixed Income, PH&N, RBC Global Asset Management Inc.

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Why I'm involved in WCM

Throughout my career I've had many strong and successful women to look up to and I have greatly benefited from these relationships. I want young women to continue selecting finance as their specialty and have a solid support group they can always rely on to help guide their way.

Shanlee von Vegesack

WCM Vancouver Steering Committee

Associate, Fasken LLP

Shanlee von Vegesack

WCM Vancouver Steering Committee

Associate, Fasken LLP

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Why I'm involved with WCM

I'm passionate about the development and advancement of women in capital markets. I believe creating a strong, genuine network of women is crucial for career longevity and success.


Professional Experience

Shanlee von Vegesack is a corporate and securities lawyer in Vancouver with experience advising both private and public issuers as well as underwriters and venture capital investors. Shanlee provides advice to clients on a wide range of issues, including start-up and incorporation, financing transactions, mergers and acquisitions, corporate reorganizations, corporate governance and general corporate matters. Prior to practising law, Shanlee worked in finance for a large international bank and then for a Canadian financial institution.

Michelle Zuliani

Co-Chair, Mentor Lunches

Fixed Income Analyst & Trader, HSBC Global Asset Management

Michelle Zuliani

Co-Chair, Mentor Lunches

Fixed Income Analyst & Trader, HSBC Global Asset Management

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Why I'm involved with WCM

To connect with a network of women within Capital Markets and promote a more diverse and inclusive industry.

What is your reaction to the fact that the 61st session of the Commission on the Status of Women will be chaired by a man?