Joanna Simon: Leading with Authenticity in Global Wealth

From Purpose to Performance with Kristina Fanjoy, CFO at CPP Investments

In the Season 2 premiere of *Diverse Dividends*, host Sara Loriot sits down with Kristina Fanjoy, Chief Financial Officer at CPP Investments, for a conversation that goes far beyond the numbers. With a mandate that impacts over 22 million Canadians, CPP Investments plays a critical role in shaping financial security for generations. In this episode, Kristina shares how purpose drives performance at one of the world’s leading institutional investors—and what it takes to lead at that scale. Together, they explore: * Kristina’s career journey to CFO and the lessons learned along the way * What it means to lead within a mission-driven organization * The realities of decision-making at the highest levels of finance * Practical leadership insights for building trust, resilience, and impact * The evolving landscape for women in finance—and how to navigate it Whether you’re early in your career or leading at the top, this episode offers grounded, practical insights on leadership, growth, and making meaningful impact in the finance industry. 🎧 Tune in to kick off Season 2 with a conversation that truly pays dividends.

Leading with Purpose with Fred Pinto

In this episode of Diverse Dividends, we sit down with Fred Pinto, CFA, CEO of CFA Society Toronto, to talk about his career journey. Fred shares how the CFA charter shaped his early credibility, how community involvement accelerated his career, and how the Society supports thousands of finance professionals today. 🔹 His path from early career uncertainty to the executive level 🔹 The mission and impact of CFA Society Toronto 🔹 Why volunteering and mentorship matter 🔹 How diversity strengthens the investment profession If you’re building a career in finance or want insight from one of the sector’s most respected leaders, this conversation is for you. 👉 Subscribe for more conversations with leaders shaping the future of finance. #CFAToronto #CFASocietyToronto #FinanceCareers #Leadership #Investment #Finance #FinanceLeadership #CFADesignation

Compounding Leadership with Jonathan Durocher on Building Wealth, Wisdom, and Impact

In Episode 11, Jonathan Durocher, President of National Bank Financial Wealth Management, joins Sara Loriot, CFA, to discuss authentic leadership, financial literacy, and the human side of wealth management in the AI era. Hear how compounding, curiosity, and empathy can shape careers and communities. #CFASocietyToronto #CFAToronto #FinancePodcast #Leadership #FinancialLiteracy #WealthManagement

Tanya van Biesen, VersaFi on Driving Change in Finance

In this episode of Diverse Dividends, host Sara Loriot, CFA sits down with Tanya van Biesen, CEO of VersaFi (formerly Women in Capital Markets), to explore how finance can become a more inclusive and performance-driven industry. They discuss: + VersaFi’s bold rebrand and mission to support over 4,000 women and gender-diverse professionals in finance. + The real challenges women face in accessing promotions, opportunities, and flexibility. + Programs like Return to Bay Street and student mentorships that shape the next generation of leaders. + Why equity and inclusion should live in business strategy, not just DEI initiatives. + The role of partnerships, including VersaFi’s collaboration with CFA Society Toronto, in building stronger networks and industry change. 🔑 Whether you’re an aspiring finance professional or a seasoned leader, this episode offers actionable insights on career advancement, structural change, and building community in the financial sector.

Joanna Simon: Leading with Authenticity in Global Wealth

In this episode of Diverse Dividends, Sara Loriot speaks with Joanna Simon, Regional Director at Scotiabank, about her unconventional career path from anthropology to international wealth management. Joanna shares how curiosity, resilience, and people-first leadership have guided her journey across startups, large firms, and cross-border advisory roles. She offers candid reflections on ambition, authenticity, and building a career aligned with your values. Listeners will gain insights on: Leading teams in complex international markets Creating cultures where people feel safe to take risks Knowing when you’ve outgrown a role Embracing risk as part of career growth Joanna’s story is both practical and inspiring for anyone navigating their own path in finance