Vancouver Steering Committee

Vancouver Steering Committee

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

Lori Norman

Co-Chair, WCM Vancouver Steering Committee

Investor Specialist, Steadyhand Investments

Lori Norman

Co-Chair, WCM 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.

Rachel Colabella

Co-Chair, WCM Vancouver Steering Committee

Senior Governance Advisor, Watson Inc.

Rachel Colabella

Co-Chair, 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.

Kirsten Nelms

Co-Chair, SheBiz Committee

Portfolio Management Associate, Leith Wheeler Investment Counsel Ltd.

Kirsten Nelms

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.

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.

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.

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. 

Sabrina Haloulakos

WCM Vancouver Steering Committee

Operations Manager, Global Investment Banking, Gravitas Securities Inc.

Sabrina Haloulakos

WCM Vancouver Steering Committee

Operations Manager, Global Investment Banking, Gravitas Securities Inc.

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Sabrina Haloulakos is an experienced operations manager, skilled in marketing, corporate strategy, wealth management, full organizational operation, event planning, investor relations, and business development. She has a long-demonstrated history of working in the financial services industry which as you may know is extremely male dominated and has many ups and downs therefore, she has learnt the tools over time to adapt which prove necessary to not only succeed but thrive.

Outside of work Sabrina’s just as passionate, focusing her free time on travelling the world (her favourite country is a toss up between Japan, Thailand and Dubai - so far). She’s highly passionate about reading and believes we’re vessels for learning and computing new information.

Sabrina has always been passionate about writing and was happily published within a poetry book in her younger years. She loves to paint as a form of exercising her creativity and de-stressing. She enjoys many different forms of fitness, the occasional game night, concerts, and whatever else presents itself that will satisfy her zest for life.

A great quote she keeps close to her heart: "The purpose of life is to live it, to taste experience to the utmost, to reach out eagerly and without fear for newer and richer experience." -Eleanor Roosevelt

Catherine Heath

WCM Vancouver Steering Committee

Vice President, Fixed Income, Leith Wheeler Investment Counsel

Catherine Heath

WCM 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).

Mathilde Ho

UniConnect Co-Chair, WCM Vancouver Steering Committee

Analyst, Global Investment Banking, Scotia Capital Inc.

Mathilde Ho

UniConnect Co-Chair, WCM Vancouver Steering Committee

Analyst, Global Investment Banking, Scotia Capital Inc.

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Mathilde is an analyst in Scotiabank’s Consumer, Industrial, and Retail (CIR) Investment Banking group. During her time there she has supported her team in sell-side M&A and equity & debt financing transactions. Prior to her role with Scotiabank, she was a teaching assistant for Financial & Managerial Accounting courses at UBC and led a one-month business entrepreneurship workshop in Kenya. She graduated from the University of British Columbia with a specialization in Finance in 2018.

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.

Brandon Newell

UniConnect Co-Chair, WCM Vancouver Steering Committee

Executive Director, Financial Solutions, Capital Markets Trading, CIBC Capital Markets

Brandon Newell

UniConnect Co-Chair, WCM Vancouver Steering Committee

Executive Director, Financial Solutions, Capital Markets Trading, CIBC Capital Markets

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Brandon Newell is an Executive Director of Financial Solutions within the Global Markets segment at CIBC Capital Markets where he is responsible for the fixed income cash, credit, and derivatives business in Vancouver, managing institutional relationships with a focus on Bank Treasuries, Mortgage Originators, Insurance Companies, Hedge Funds, Pension Funds, and other Real and Alternative Asset Managers. Brandon began his career on the sell side at CIBC in June 2012 after concluding a one year contract at Ontario Teachers’ Pension Plan.

Brandon is active in several community support initiatives at CIBC, including United Way, Movember, Miracle Day, and the CIBC Annual Squash Tournament for Run for the Cure, which he helped originate.

Brandon holds a Bachelor of Commerce with a concentration in Finance from Saint Mary’s University and is a CFA Charterholder.

Amar Pandya

WCM Vancouver Steering Committee

Senior Investment Analyst and Associate Portfolio Manager at Penderfund Capital Management

Amar Pandya

WCM Vancouver Steering Committee

Senior Investment Analyst and Associate Portfolio Manager at Penderfund Capital Management

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Amar Pandya is a Senior Investment Analyst and Associate Portfolio Manager at Penderfund Capital Management.

He started his investment career in 2011 in the Portfolio Management Training Program at The Great-West Life Assurance Company. Prior to joining Pender, Amar was an Associate Portfolio Manager at a large cap value equity investment firm based in Winnipeg, Manitoba.

Amar holds a Bachelor of Commerce degree in Finance (Honours) from the University of Manitoba. He earned his Chartered Financial Analyst designation in 2015.

Jim Phillips

WCM Vancouver Steering Committee

Associate, Capital Markets & Communications, Sandpiper Group

Jim Phillips

WCM Vancouver Steering Committee

Associate, Capital Markets & Communications, Sandpiper Group

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Why I’m Involved in WCM
I'm involved in WCM to promote diversity of thought and encourage our community, peers, and leaders to do the same.

Professional Experience
Jim Phillips is an Associate in Capital Markets and Communications at Sandpiper Group – a Vancouver-based real estate private equity firm. Prior to joining Sandpiper, Jim worked in investment banking at TD Securities focusing on strategic advisory mandates, lead equity and debt issuances and corporate credit financings in the Real Estate and Global Energy practices. Jim holds an Honours Business Administration degree from the Ivey Business School at Western University.

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.

Rose Whitehouse

Coordinator, WCM Vancouver & Victoria Steering Committees

Client Service Associate, TD Wealth

Rose Whitehouse

Coordinator, WCM Vancouver & Victoria Steering Committees

Client Service Associate, TD Wealth

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Why I'm Involved with WCM
Being a new addition to the TD Wealth Private Investment team, I was being trained away from my desk near a conference room. The room soon filled with people who were attending what they called a "WCM meeting", I had no idea what WCM stood for, or what it meant. Curious, I looked it up. As I was researching the words that caught my eye were, gender diversity, shifting cultures, unity, and finance. After reading a bit more, I knew I wanted to be involved in some way.

After reaching out to the Co-Chairs and listening in on a conference call, I applied for the Coordinator role. Being raised in Central Africa, I grew up seeing women treated as second class citizens. Fearing that may hinder my self-esteem or how I viewed the world, my parents engraved in me that I am just as capable as any other individual on this planet; regardless of the sex I was given. I am here because I believe that there needs to change in societal norms in regards to gender, I am here because I am a women in the finance world, I am here because I believe in the WCM movement for gender diversity, its desire to shift management styles, cultures, and corporate transparency.

Professional Experience
Graduating with a degree in Political Science, I take natural interest in understanding gender inequalities, current global events, and market trends. Volunteering with the UN World Food Program reinforced in me, the power that sharing knowledge has as a driving force in the creation of change. Working as a Client Service Associate with TD Bank, I knew I wanted to grow in the finance world. After a year in that role and developing the skills needed to succeed, I was promoted into my current role as a Client Service Associate at TD Private Wealth Management. I am looking forward to further development and growth in the world of finance.

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?