Women's Educational Retreat

Join us online November 17-18 for the Manulife Investment Management Women’s Educational Retreat!

There’s something magical that happens when women come together. For the past few years we’ve been gathering in small groups across the country to focus on growing connections and building your business, but 2020 has thrown us all for a loop. To keep everyone safe, we’ve decided to host a nation-wide online retreat which has been designed to support your business, focus on your professional development, and ensure you indulge in a bit of self-care. By the end of the conference you will feel empowered and energized, with great ideas to take your business to the next level. 

We have a great lineup of speakers planned, including two of our very own who were recognized by the Women’s Executive Network as two of Canada’s Most Powerful Women: Top 100 in 2019:

  • Catherine Milum, Head of Wealth Sales
  • Frances Donald, Global Chief Economist & Global Head of Macroeconomic Strategy

You’ll also hear from:

  • Top portfolio managers from Manulife Investment Management,
  • Geraldine’s Story – Dress for Success Ambassador,
  • Special guest, Tammy Holland, Holistic Life Coach and Yoga Instructor
  • Sharing our humanity

    In celebration of this wonderful opportunity to come together, uplift and inspire one another, we’re honoured to give back to our local communities and support a charity near and dear to our hearts: Dress for Success. Dress for Success is a global not-for-profit organization that empowers women to achieve economic independence by providing a network of support, professional attire and the development tools to help women thrive in work and in life. Since launching in 1997, Dress for Success has helped more than 1.2 million women across the world. We encourage you to join us in showing your humanity and give what you can.

    Donate now
  • Ongoing support 

    We remain committed to supporting Canadians by investing in communities and partnering with like-minded organizations. Find out how we’re investing in our communities.


Agenda

Subject to change

 

November 17, 2020

November 18, 2020

10:00 a.m.

Welcome

Catherine Milum
Head of Wealth Sales
Wealth and Asset Management, Canada
Manulife Investment Management

Maggie Unplugged – How to Change the World With ESG

Margaret Eve Childe
Director, ESG Research & Integration
Manulife Investment Management

10:10 a.m.

The COVID-19 She-Cession and She-Covery

Frances Donald
Managing Director, Global Chief Economist & Global Head of Macroeconomic Strategy
Manulife Investment Management

10:30 a.m.

Exploring Scenarios in a post-COVID World with Manulife Global Thematic Opportunities Fund

Gian Carlo Siracusa
Senior Business Development Manager
Pictet Asset Management

10:40 a.m.

Health & Wellness During COVID

Tammy Holland
Founder, Chief Creative Office & Head Coach
Seven Level Living

11:00 a.m.

Break

11:20 a.m.

Hidden Estate Planning Opportunities

Denika Heaton
AVP Regional Tax, Retirement & Estate Planning Services
Manulife Investment Management

11:30 a.m.

Break

11:50 a.m.

Building Trust & Building Your Business During A Pandemic

Zeljka Walker
Vice President, Portfolio Manager, Investment Advisor
TD Wealth Private Investment Advice - Turek Walker Wealth Group

Christine LaLiberté
Senior Investment Advisor
Insightful Wealth Group – Manulife Securities Incorporated

11:55 a.m.

Geraldine’s Story – A Dress for Success Success

Geraldine
Dress for Success Ambassador 

12:15 p.m.

Close of the day

Patricia Corcoran
Regional Vice-President, Western Canada
Manulife Investment Management

12:20 p.m.

 

12:22 p.m.

Conference Concludes

12:35 p.m.

 

 

November 17, 2020

November 18, 2020

11:00 a.m.

Welcome

Catherine Milum
Head of Wealth Sales
Wealth and Asset Management, Canada
Manulife Investment Management

Maggie Unplugged – How to Change the World With ESG

Margaret Eve Childe
Director, ESG Research & Integration
Manulife Investment Management

11:10 a.m.

The COVID-19 She-Cession and She-Covery

Frances Donald
Managing Director, Global Chief Economist & Global Head of Macroeconomic Strategy
Manulife Investment Management

11:30 a.m.

Exploring Scenarios in a post-COVID World with Manulife Global Thematic Opportunities Fund

Gian Carlo Siracusa
Senior Business Development Manager
Pictet Asset Management

11:40 a.m.

Health & Wellness During COVID

Tammy Holland
Founder, Chief Creative Office & Head Coach
Seven Level Living

12:00 p.m.

Break

12:20 p.m.

Hidden Estate Planning Opportunities

Denika Heaton
AVP Regional Tax, Retirement & Estate Planning Services
Manulife Investment Management

12:30 p.m.

Break

12:50 p.m.

Building Trust & Building Your Business During A Pandemic

Zeljka Walker
Vice President, Portfolio Manager, Investment Advisor
TD Wealth Private Investment Advice - Turek Walker Wealth Group

Christine LaLiberté
Senior Investment Advisor
Insightful Wealth Group – Manulife Securities Incorporated

12:55 p.m.

Geraldine’s Story – A Dress for Success Success

Geraldine
Dress for Success Ambassador 

1:15 p.m.

Close of the day

Patricia Corcoran
Regional Vice-President, Western Canada
Manulife Investment Management

1:20 p.m.

Conference Concludes

1:35 p.m.

 

 

November 17, 2020

November 18, 2020

12:00 p.m.

Welcome

Catherine Milum
Head of Wealth Sales
Wealth and Asset Management, Canada
Manulife Investment Management

Maggie Unplugged – How to Change the World With ESG

Margaret Eve Childe
Director, ESG Research & Integration
Manulife Investment Management

12:10 p.m.

The COVID-19 She-Cession and She-Covery

Frances Donald
Managing Director, Global Chief Economist & Global Head of Macroeconomic Strategy
Manulife Investment Management

12:30 p.m.

Exploring Scenarios in a post-COVID World with Manulife Global Thematic Opportunities Fund

Gian Carlo Siracusa
Senior Business Development Manager
Pictet Asset Management

12:40 p.m.

Health & Wellness During COVID

Tammy Holland
Founder, Chief Creative Office & Head Coach
Seven Level Living

1:00 p.m.

Break

1:20 p.m.

Hidden Estate Planning Opportunities

Denika Heaton
AVP Regional Tax, Retirement & Estate Planning Services
Manulife Investment Management

1:30 p.m.

Break

1:50 p.m.

Building Trust & Building Your Business During A Pandemic

Zeljka Walker
Vice President, Portfolio Manager, Investment Advisor
TD Wealth Private Investment Advice - Turek Walker Wealth Group

Christine LaLiberté
Senior Investment Advisor
Insightful Wealth Group – Manulife Securities Incorporated

1:55 p.m.

Geraldine’s Story – A Dress for Success Success

Geraldine
Dress for Success Ambassador 

2:15 p.m.

Close of the day

Patricia Corcoran
Regional Vice-President, Western Canada
Manulife Investment Management

2:20 p.m.

Conference Concludes

2:35 p.m.

 

 

November 17, 2020

November 18, 2020

1:00 p.m.

Welcome

Catherine Milum
Head of Wealth Sales
Wealth and Asset Management, Canada
Manulife Investment Management

Maggie Unplugged – How to Change the World With ESG

Margaret Eve Childe
Director, ESG Research & Integration
Manulife Investment Management

1:10 p.m.

The COVID-19 She-Cession and She-Covery

Frances Donald
Managing Director, Global Chief Economist & Global Head of Macroeconomic Strategy
Manulife Investment Management

1:30 p.m.

Exploring Scenarios in a post-COVID World with Manulife Global Thematic Opportunities Fund

Gian Carlo Siracusa
Senior Business Development Manager
Pictet Asset Management

1:40 p.m.

Health & Wellness During COVID

Tammy Holland
Founder, Chief Creative Office & Head Coach
Seven Level Living

2:00 p.m.

Break

2:20 p.m.

Hidden Estate Planning Opportunities

Denika Heaton
AVP Regional Tax, Retirement & Estate Planning Services
Manulife Investment Management

2:30 p.m.

Break

2:50 p.m.

Building Trust & Building Your Business During A Pandemic

Zeljka Walker
Vice President, Portfolio Manager, Investment Advisor
TD Wealth Private Investment Advice - Turek Walker Wealth Group

Christine LaLiberté
Senior Investment Advisor
Insightful Wealth Group – Manulife Securities Incorporated

2:55 p.m.

Geraldine’s Story – A Dress for Success Success

Geraldine
Dress for Success Ambassador 

3:15 p.m.

Close of the day

Patricia Corcoran
Regional Vice-President, Western Canada
Manulife Investment Management

3:20 p.m.

 

3:22 p.m.

Conference Concludes

3:35 p.m.

 

 

November 17, 2020

November 18, 2020

2:00 p.m.

Welcome

Catherine Milum
Head of Wealth Sales
Wealth and Asset Management, Canada
Manulife Investment Management

Maggie Unplugged – How to Change the World With ESG

Margaret Eve Childe
Director, ESG Research & Integration
Manulife Investment Management

2:10 p.m.

The COVID-19 She-Cession and She-Covery

Frances Donald
Managing Director, Global Chief Economist & Global Head of Macroeconomic Strategy
Manulife Investment Management

2:30 p.m.

Exploring Scenarios in a post-COVID World with Manulife Global Thematic Opportunities Fund

Gian Carlo Siracusa
Senior Business Development Manager
Pictet Asset Management

2:40 p.m.

Health & Wellness During COVID

Tammy Holland
Founder, Chief Creative Office & Head Coach
Seven Level Living

3:00 p.m.

Break

3:20 p.m.

Hidden Estate Planning Opportunities

Denika Heaton
AVP Regional Tax, Retirement & Estate Planning Services
Manulife Investment Management

3:30 p.m.

Break

3:50 p.m.

Building Trust & Building Your Business During A Pandemic

Zeljka Walker
Vice President, Portfolio Manager, Investment Advisor
TD Wealth Private Investment Advice - Turek Walker Wealth Group

Christine LaLiberté
Senior Investment Advisor
Insightful Wealth Group – Manulife Securities Incorporated

3:55 p.m.

Geraldine’s Story – A Dress for Success Success

Geraldine
Dress for Success Ambassador 

4:15 p.m.

Close of the day

Patricia Corcoran
Regional Vice-President, Western Canada
Manulife Investment Management

4:20 p.m.

Conference Concludes

4:35 p.m.

 

 

November 17, 2020

November 18, 2020

2:30 p.m.

Welcome

Catherine Milum
Head of Wealth Sales
Wealth and Asset Management, Canada
Manulife Investment Management

Maggie Unplugged – How to Change the World With ESG

Margaret Eve Childe
Director, ESG Research & Integration
Manulife Investment Management

2:40 p.m.

The COVID-19 She-Cession and She-Covery

Frances Donald
Managing Director, Global Chief Economist & Global Head of Macroeconomic Strategy
Manulife Investment Management

3:00 p.m.

Exploring Scenarios in a post-COVID World with Manulife Global Thematic Opportunities Fund

Gian Carlo Siracusa
Senior Business Development Manager
Pictet Asset Management

3:10 p.m.

Health & Wellness During COVID

Tammy Holland
Founder, Chief Creative Office & Head Coach
Seven Level Living

3:30 p.m.

Break

3:50 p.m.

Hidden Estate Planning Opportunities

Denika Heaton
AVP Regional Tax, Retirement & Estate Planning Services
Manulife Investment Management

4:00 p.m.

Break

4:20 p.m.

Building Trust & Building Your Business During A Pandemic

Zeljka Walker
Vice President, Portfolio Manager, Investment Advisor
TD Wealth Private Investment Advice - Turek Walker Wealth Group

Christine LaLiberté
Senior Investment Advisor
Insightful Wealth Group – Manulife Securities Incorporated

4:25 p.m.

Geraldine’s Story – A Dress for Success Success

Geraldine
Dress for Success Ambassador 

4:45 p.m.

Close of the day

Patricia Corcoran
Regional Vice-President, Western Canada
Manulife Investment Management

4:50 p.m.

Conference Concludes

5:05 p.m.

 


Continuing Education (CE) credits

Select sessions during the virtual Women’s Educational Retreat will qualify for Continuing Education (CE) credits. We appreciate that you have come to expect top‑notch programming from our events and the CE credits that go with it. To receive CE credits, you must be logged into each session for a minimum of 50 minutes.

Immediately following each week’s sessions, CE accrediting bodies will review and provide approvals on both the number and types of credits that apply. You will receive notification of your certificates, by email, approximately 8 to 10 weeks after the review and approvals process. 


Contact us

If you have any questions about the virtual Women’s Educational Retreat, please email the Manulife Meeting & Events Team.