Wilmot is a Certified Financial Planner, Trust and Estate Practitioner, Chartered Life Underwriter and Certified Health Insurance Specialist with more than 20 years experience. He holds a degree in Mathematics for Commerce and has held progressive positions in the areas of tax and estate planning, financial planning, banking, and securities analysis. Wilmot’s specialization includes personal and corporate tax planning, retirement planning and estate planning. He is a member of the Canadian Tax Foundation (CTF), the Society of Trust and Estate Practitioners (STEP) and the Estate Planning Council of Canada (EPCC).

John joined Manulife in 2001, having previously worked as a tax lawyer with a national accounting firm and a private law firm. He has experience with estate and retirement planning strategies and a wide variety of general tax matters, including personal and corporate taxation, trusts, and investment-related topics generally.

He’s a frequent speaker at industry conferences and seminars, and has appeared as a guest expert on industry podcasts and BNN Bloomberg TV. John has published numerous articles on tax and estate planning, and is co-editor of Canadian Taxation of Life Insurance.

He has a Bachelor of Commerce degree from the University of Toronto and a Bachelor of Law degree from the University of British Columbia. John was called to the Ontario Bar in 1998. He has obtained his Canadian Securities Course certificate and completed the Canadian Institute of Chartered Accountants In-Depth Tax Course. John has Elder Planning Counselor and Certified Financial Planner designations, and is a member of the Ontario Bar Association and the Canadian Tax Foundation.

Jing is a Portfolio Manager with the Multi-Asset Portfolio Management Team, managing global strategic, tactical and absolute return asset allocation strategies for the firm’s managed solutions. She is experienced in global asset allocation, portfolio construction, fundamental equity analysis and cross-asset derivatives with macroeconomic overlay. She was previously a member of the Fundamental Equities Team covering the Global Materials sector. Prior to joining the firm, Jing was an experienced sell-side Equity Research Analyst covering Materials, Industrials, Telecom and Healthcare sectors. Jing holds a B. Comm. from the University of Toronto and an MBA from Rotman School of Management at the University of Toronto.

Kevin Press is Editorial Director of Advisor.ca and Investment Executive. His career in financial journalism began in 1996. He was part of the editorial team that launched Advisor’s Edge in 1998. In the years since, Press has covered and worked in multiple industry segments, including group and retail insurance, institutional and retail investing, employer-sponsored benefits and retirement programs.

Melissa Shin is the Editorial Director of Advisor.ca and Investment Executive. As an award-winning journalist, Melissa turns technical subject matter into accessible content for sophisticated audiences. Her reporting has been cited in university syllabi, in textbooks and to national regulators. Melissa has been with Advisor.ca since 2011. Prior to that, she was managing editor of Corporate Knights, a North American magazine focused on clean capitalism. Melissa is the vice-chair of the board for Fashion Takes Action, a non-profit focused on advancing sustainability in the fashion industry. She is a graduate of the Schulich School of Business at York University.

As Vice-President, Practice Management at CI Global Asset Management (CI GAM), Alice is responsible for CI GAM’s advisor practice consulting team. This team develops and delivers educational and professional development programs, one-on-one consulting, and digital content for CI GAM’s key channel partners.

A knowledgeable and engaging consultant, coach and presenter, Alice has a passion for practice management and working with all kinds of wealth management professionals. She has worked with advisors in many different respects through her experience in sales on the asset management side and in management at one of the largest wealth management firms in Canada. Alice sees hundreds of advisors practices across the country and shares the best ideas to help advisors enhance their skills and build more successful businesses.

The first thing you are likely to notice about Mary Ellen is her contagious smile and sense of humor. She makes you feel at ease within moments of meeting her and the relationship only grows from there.

A born achiever, Mary Ellen is driven to work hard and always finds the energy to take on new challenges. She sees the potential in everyone and finds strength and satisfaction in helping others. All these attributes allow Mary Ellen to offer clients a best in class approach to wealth management.

With the belief that education is paramount in this industry, after earning her Bachelor of Commerce degree at Saint Mary’s University, Mary Ellen achieved two prestigious designations: Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®). She is also a Life Insurance Advisor with TD Wealth Insurance Services.

Odette is the Chief Operating Officer at WCM, a not for profit dedicated to increasing gender
equity and diversity in the finance industry. She works with WCM’s stakeholders, partners, and
internal team to foster talent and drive equity in the industry. Prior to joining WCM, Odette
worked with Ag-Tech company Sustainitech in their seed extension round of investments. From
2018 – 2020 Odette served as the Executive Director of Sustainival, the World’s First Green
Carnival. Previously, Odette served as Senior Manager at Global Citizen, where her work
contributed to victories in advocacy and public engagement with the United Nations Sustainable
Development Goals.