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WCM Prairies | Virtual Lunch and Learn

Wednesday, November 10th 2021
12:00 PM to 1:00 PM
Canada, ON

About the Event

Please join WCM Prairies for a Virtual Lunch & Learn with Esther Bast CFP, SVP Financial Services Distribution, IG Wealth and Patricia Nesbitt CFA, SVP Portfolio Manager, Mackenzie Investments. We will conduct a panel discussion where they will share key takeaways and insights from their extensive 20+ year career experience in finance, as well as provide advice to help you maximize your potential and achieve your professional objectives.

The event is designed for diverse students enrolled in undergraduate or graduate programs who are curious about career opportunities in capital markets.

Tickets are free for all students, register today!

Moderators

June Zimmer

Vice President, Sales - Credit Union Wealth Management

June has been a long-time leader and advocate in the financial services and capital markets sector, working primarily on the sell side with several national firms. She is a passionate advocate for women in the industry and works hard to facilitate opportunities for women to gain access, opportunity and ongoing success in the industry. June has been recognized as a national leader for her professional work and advocacy. As a mentor to many, she is acutely aware of the challenges and obstacles that exist, and recognizes that allyship and sponsorship are key to opening doors along the way. Through her membership and involvement with WCM across Canada, she has seen first-hand the benefit from WCM connections, relationships and programming.

Aimee Palmer

Vice President, Sales - Credit Union Wealth Management

Aimee joined NEI Investments in 2020 as Vice President, Sales. She brings more than 12 years of experience in business ownership, senior leadership and marketing in different sectors. Her strengths include building successful teams with a focus on client acquisition, holistic planning and business growth strategies. Aimee held a corporate role developing recruiting systems and collaborating on regional events geared towards attracting more women to the advisor role. 

Speakers

Esther Bast CFP, PFP, RRC

Senior Vice-President, Financial Services Distribution President, IG Securities Inc

Esther Bast was appointed Senior Vice-President, Financial Services for IG Wealth Management on October 18, 2004 and was appointed President and UDP for IG Securities on January 1, 2016. In this role, Esther works closely with all aspects of IG Wealth Management’s distribution network, national distribution issues and provides guidance to head office areas from a field perspective. She also oversees the national Planning Specialist Network of Insurance and Estate Planning Specialists, Mortgage Planning Specialists, Wealth Planning Specialists and Portfolio Strategists. Esther joined IG Wealth Management in 1990 working in administration and market research before she went to the Winnipeg West region office as a Consultant and later as a Division Director. She was promoted to Regional Director of the Winnipeg Regent office in the fall of 1999 and moved to the Southern Saskatchewan region office in 2001, winning the prestigious Master Director award. Prior to joining IG Wealth Management, Esther earned her Business Administration diploma. She also holds the Chartered Financial Planner, Personal Financial Planner (PFP) and Registered Retirement Consultant (RRC) designations.

Patricia Nesbitt CFA

Senior Vice-President, Portfolio Manager Mackenzie Investments

Patricia joined Mackenzie in 2021 through the acquisition of GLC Asset Management (GLC) from Canada Life.  As leader of the Mackenzie GLC boutique, she oversees a team of senior equity portfolio managers, analysts and research experts managing over $20B in Canadian assets. Patricia is also the lead portfolio manager for the Canadian All Cap Growth equity mandate and has been associated with the portfolio since she joined the GLC team in 1987. Patricia is a CFA charterholder and holds an honours Bachelor of Commerce degree from the University of Manitoba. She’s also a former president of the Winnipeg Society of Financial Analysts, a Major Donor of the United Way, past chair of the Winnipeg Humane Society and recipient of Canada’s Top 100 Most Powerful Women award.

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?