“The first time I met Stephanie, after 3 minutes of speaking with her I knew we’d be fast friends. She has warm smile and a very approachable demeanour and as you start to chat with her you very quickly see she is incredibly smart and a very talented women (even though she’d never brag about it!). I have learned so much from her – she’s been so generous with her talents as I try to glean insights from her. What I love most about her is the way that she is wildly supportive of others, she is honest when her life is handing her lemons and then she is so hard working that she’s quickly whipping up lemon meringue out of those lemons. I will never forget how she trekked through a snow storm to come support me when I was competing in a speaking competition – she’s the kind of friend you know will be there for you and her actions prove it.”
Activity
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Another great Blossom event - thanks for coming, Calgary! Investors and creators came together to talk all things finance and celebrate the growing…
Another great Blossom event - thanks for coming, Calgary! Investors and creators came together to talk all things finance and celebrate the growing…
Liked by Stephanie Wolfe
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🔊Still, less than 20% of Financial Advisors are women. Having a seat at the table brings diverse perspectives, creates new opportunities, and…
🔊Still, less than 20% of Financial Advisors are women. Having a seat at the table brings diverse perspectives, creates new opportunities, and…
Liked by Stephanie Wolfe
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It’s been a decade! 10yrs has passed since launching my coaching business. The time has passed with a blink of an eye, and I'm not sure what to make…
It’s been a decade! 10yrs has passed since launching my coaching business. The time has passed with a blink of an eye, and I'm not sure what to make…
Liked by Stephanie Wolfe
Experience
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Education
Volunteer Experience
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Co-Head, Marketing and Communications
Women in ETFs
- Present 4 years 7 months
Education
Aim to support diversity and inclusion across the Canadian financial service industry through education and events and raise awareness of the global ETF industry.
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Working Group - Mentorship
The Prosperity Project
- 1 year 1 month
Economic Empowerment
The Prosperity Project™ was created to stop COVID-19 from setting back Canadian women – all of us, from any background – from the progress we’ve made.
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Judging Panel - Digital Advertising for the Canadian Marketing Awards
Canadian Marketing Association
- 1 year 2 months
Judge entries in the digital discipline for the #1 Marketing & Advertising Awards in Canada. Equally weighted judging evaluates the entries on strategy, creativity and results. The outstanding work produced by Canadians coast to coast makes this one of the most difficult judging panels where only the best rise to the top.
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Honors & Awards
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The WCM Executive Coaching Award
Women in Capital Markets
Awarded the 2017 Women in Capital Markets (WCM) Executive Coaching Award. The WCM Award provides six months of executive coaching services to 5 award winners per year. The ultimate goal of the WCM Executive Coaching Award Program is to provide an opportunity for experienced professionals to develop executive skills and enhance their likelihood of promotion.
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Canadian Investment Marketing Award
Morningstar Awards
Winner for Marketing Campaign of the year. Campaign objective was to increase Canadians consideration of iShares tactical ETF products and establish BlackRock as an industry leader with a point of view.
The platform brought together the best of BlackRock’s insights and specific iShares’ funds, allowing investors to quickly and easily express market views to capture incremental return for their portfolio.
Recommendations received
2 people have recommended Stephanie
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Check out this recent VettaFi article that examines the strategies used in Fidelity’s Multifactor ETFs: https://bit.ly/45WWnkV The portfolio…
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10 years ago, we launched the Global X Pipelines and Energy Services Index ETF (PPLN), the first ETF of its kind in Canada. This ETF offers…
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After an inspiring first year as a Board Director with Humber River Health, here are just a few of the many, many highlights: 📌 As the first fully…
After an inspiring first year as a Board Director with Humber River Health, here are just a few of the many, many highlights: 📌 As the first fully…
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The midpoint of the year is a great time to pause, reflect, course-correct, and give thanks. Thank you to our clients and partners across the…
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Spotlight on the MSB Wealth Advisory Team: Meet Drew As we continue to introduce the remarkable members of the MSB Wealth Advisory team, today I’m…
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Thank you Jessica Morgan, MBA for this amazing share. It was awesome to meet you!
Thank you Jessica Morgan, MBA for this amazing share. It was awesome to meet you!
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When it comes to our finances, as women, we often feel like we should handle things on our own. However, sharing our money goals and challenges with…
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Registration is now open for our upcoming webinar with Global X's Vern Roberts, CFA, VP and Lead Options Strategist, and Jeff Lucyk, CAIA, EVP and…
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💡Your 212: Losing out on tax deferred growth? Withdrawals from a RRSP & the permanent loss of RRSP Contribution Room. Click to learn more:…
💡Your 212: Losing out on tax deferred growth? Withdrawals from a RRSP & the permanent loss of RRSP Contribution Room. Click to learn more:…
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We're thrilled to announce that we have surpassed $50 billion in assets under management (AUM)! Thank you to our dedicated clients and partners for…
We're thrilled to announce that we have surpassed $50 billion in assets under management (AUM)! Thank you to our dedicated clients and partners for…
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Dear Friends and Partners, I am excited to share that irlabs has been acquired by Alliance Advisors, a leader in corporate governance advisory…
Dear Friends and Partners, I am excited to share that irlabs has been acquired by Alliance Advisors, a leader in corporate governance advisory…
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