Despite the challenges wrought by the global pandemic and the subsequent economic disharmony, Canadian women have provided further evidence that they remain a driving force within the charitable sector. Not only do they provide much-needed funding, particularly at the grass-roots level, and a cadre of volunteers, but women participating in the sector are increasingly driving systemic change.
Panel:
Jo-Anne Ryan, Vice President, Philanthropic Advisory Services, TD Wealth
Sharon Avery, President & CEO, Toronto Foundation
Anne Maggisano, Vice President, Investment Counsellor, Burgundy Asset Management LTD
Candice Jay, Wealth Advisor, Connor, Clark & Lunn Private Capital Ltd.
Jo-Anne Ryan FEA, MFA-P
Jo-Anne Ryan is Vice President, Philanthropic Advisory Services at TD Wealth. She develops strategies to help clients incorporate philanthropy in their overall financial and estate plans. As a certified 21/64 advisor, she works with multi-generational families to guide them along their philanthropic journey. She has also led TD’s research efforts around Women and Philanthropy since 2014. She is the architect and Executive Director of the Private Giving Foundation, the first donor advised fund to be launched by a financial institution in Canada. Jo-Anne is a member of Canadian Association of Gift Planner's government relations committee. She is also the Vice Chair of the Board for Bishops University Foundation and is a member of the advisory board at Carleton University's Masters in Philanthropy and Non-profit Leadership program – the only one of its kind in Canada.
Sharon Avery
Entrepreneurial and innovative, Sharon Avery has been challenging traditional notions of fundraising and philanthropy throughout her thirty-year career.
As President & CEO of Toronto Foundation, Sharon has championed "the new philanthropy," an inclusive, participatory, and power-shifting approach to charitable giving and grant-making. With Sharon at the helm, Toronto Foundation has become a gathering place for diverse new philanthropists, community organizations and grassroots leaders to embark on learning journeys and build partnerships to more effectively fight inequality in the city.
Under her leadership the Foundation has introduced programs, such as Vision 2020 and Vision Next, aimed at mobilizing next generation philanthropists; the Trust Collective, focused on investing in women and girls; and harnessing the potential of social impact investing. Sharon played an instrumental role in helping secure $300 million in government funding to support global gender equality through the Equality Fund, an innovative multi-sector partnership between the non-profit sector, philanthropists and investors.
Armed with a broadcasting degree Sharon found her real calling in the charitable sector and has held senior roles at UNICEF, SickKids Foundation, Save the Children Canada and Tim Horton Children's Foundation.
Anne Maggisano, CFA
Anne is Vice President at Burgundy Asset Management, where she works with private clients on their investment strategies and helps them become more knowledgeable and deliberate about how they manage their wealth. She is Founder and Head of Women of Burgundy, an initiative to build a community to inspire women to make investing a priority. In nine years, Women of Burgundy has engaged over 1000 members through educational events. In 2019, the Women of Burgundy publication MINERVA was launched to accelerate potential impact to a wider community. Anne has served a number of roles during her 15 years at Burgundy, including Head of Marketing & Communications, as well as a Senior Relationship Manager on the firm’s U.S. Institutional Client Team. She is a member of the CFA Institute, the New York Society of Security Analysts and the Toronto CFA Society. She serves on the Board of Directors of the Canadian Opera Company, Crow’s Theatre, and is Chair of the Toronto Public Library Foundation.
Candice Jay
Candice has over 15 years of experience in the financial industry. She is focused on helping charitable foundations and high net worth clients - including women, entrepreneurs and generational families - achieve their long-term financial goals. Strategic philanthropy is also an important part of Candice's practice and she is passionate in working with clients to identify values and areas where philanthropy can play a role.
Candice understands the importance of giving back to her community, and is a current board memberof the University of Toronto Alumni Association and UHN Impact Collective of UHN Hospital Foundation. She is the Founding Member of the Canadian Association of Gift Planners (CAGP) National Advisor Council and Founding Partner in CAGP's Pan-Canadian Will Power Campaign.
In her spare time, Candice enjoys practicing yoga, playing golf and tennis, and taking hikes with her family and golden retrievers, Sadie and Maggie.
This event has been generously sponsored by TD.
Schedule:
12:30pm – 1pm: Networking and Refreshments
1pm – 2:30pm: Panel Discussion
