Of all the things I am proud of at work, building awesome teams is tops! When I took the role as Deloitte’s National FSI Consulting Leader role, I had a vision to scale and grow our offering. I instilled the support of my protégé/right-hand, Peyman Par…lnkd.in/gCk48uNu

I had the opportunity to join our National webcast last week to walk through our insights on Banking and Wealth Management. As part of that, I got into the details of the below graphic that we drafted after conversations across the industry, the multitude…lnkd.in/gjJyHuCe

"49% of baby boomers expect to, or have, extended their working lives past 70 or do not plan to retire. Their reasons for doing so are most as likely to be their health (78%) or their finances (82%)." #retirement #boomer #genx Cheryl Nash willtrout.eth marketwatch.com/story/a-shocki…

I am excited to be a speaker at Deloitte Canada’s #360xDeloitte spotlight on digital transformation conference on November 15-17. Please join me and my fellow panelists as we unpack the implications of OSFI’s B13 and B10 guidelines and offering insight in…lnkd.in/gvGRv_bU

Recently quoted in IE - take a read. Advisor retention, succession and business planning are key topics to get right to avoid disruption to clients and to optimize your advisory channels. If you would like to discuss how we help our clients achieve a win-…lnkd.in/gDpKER6b

Join me at the IIAC Catch Up With The Force of WealthTech Conference on November 24, 2022 at Vantage Venues in Toronto. Register here: lnkd.in/ge6d66Hk The conference will touch on the confluence of wealth and technology that is transforming the…lnkd.in/g66FFF5z

Looking forward to celebrating all the winners including Dan Rosen for the d1g1t Inc. success and my husband Ben Unsworth and his team at Lumeto - will be a great night. lnkd.in/gHESj_PG

As 2022 began, cryptocurrencies appeared to be going mainstream. Prominent institutional investors had made significant crypto-related investments the year prior, lending legitimacy to the space. buff.ly/3EZm9YE

What will be holding #FinancialAdvisors back in 2023?   Talk to any advisor in Canada and they’re likely to say the same things—siloed systems, no process standardization, inaccurate data, and unhelpful insights.   One way to fix…lnkd.in/gXGywsRt deloi.tt/3vPMpAP

We are pleased to be hosting our next event for Deloitte AI Institute Canada focused on Generative AI – Industry Session: Financial Services and Insurance.   From banking, insurance to asset management firms—generative AI has sparked interest, conversatio…lnkd.in/gTxW7uX8

Swiss banking giant UBS agrees emergency rescue deal for rival Credit Suisse in government-brokered takeover bbc.in/3YUe0wR

Private health insurance is projected to account for nearly ~39B in spending in 2022. So how might insurers leverage their scale to meaningfully take on new roles in the health ecosystem? This insightful read offers a closer look at these roles, and their…lnkd.in/g3A9F3WG

What are leading organizations doing to encourage gender equity and wealth management for U.S. women? Join me on April 13 to learn more. Women and Wealth: Moving Forward on Financial Inclusion for US Women (equalitylounge.com) lnkd.in/gQ2bNWak

How is market volatility impacting real estate investment strategies? Explore recommendations for rebalancing real estate portfolios in our report. deloi.tt/3ZQac0f

Registration is OPEN for Day 1 of CFS2023! #CanadianTechTogether #fintech #innovation #startups

JPMorgan Chase agreed to acquire First Republic after the bank was seized by financial regulators early Monday. trib.al/Dyp1dSQ

Across the insurance industry, environmental, social, and governance (ESG) considerations don’t just impact bottom lines. They also present a reputational risk.   At the same time, ESG can also present a great opportunity for orga…lnkd.in/gVXQwQar lnkd.in/gf8SeN-G

The latest on Finacial Inclusion from our Partners in the US - while some of the specifics will be different in Canada, we see similar themes and opportunities to democratize wealth and improve finacial wellness for all Canadians - in the year ahead you w…lnkd.in/gdD4SWji

Missed the mayoral debate hosted by CBC Toronto? Watch it in full on YouTube: youtube.com/live/qPCn19e51…

Wealth-as-a-service platform OneVest raised CAD$17M in Series A funding in a round led by OMERS Ventures. spr.ly/6010ONrZO