Planning and Advice

Mark Yamada on mentorship

Mark Yamada is president of PUR Investing. He has dedicated more than 30 years to professional money management. Yamada developed the first web-based investment management system using exchange-traded funds and launched the service in Canada. PUR Investing Inc. is a software development firm registered as a portfolio manager that combines technology with investment expertise. Yamada […]

By Melissa Shin |September 19, 2011

2 min read

Planning and Advice

Tuula Jalasjaa on mentorship

Since 1997, Tuula Jalasjaa has worked with the Scotiabank Group in banking and investment. She is currently Managing Director and Head of Investment Management Distribution at Scotia Private Client Group. Scotiabank saw an increase in women in senior management (vice-president and above) from 18.9% in 2003 to 31% in 2006. The proportion is now 32.3%. […]

By Melissa Shin |September 19, 2011

2 min read

Planning and Advice

A mentorship tale: Barry McNicol and Paige Maclean

Barry McNicol knew within ten minutes of meeting Paige Maclean that he wanted her on his team. Within one week of employing her, he knew she was good enough to take over the business. “I hate wasting time,” McNicol laughs. The Macquarie advisor, thinking in 2001 about retirement, realized he needed to find a successor. […]

By Melissa Shin |September 19, 2011

3 min read