Smith Falconer Financial Group
Smith Falconer Financial Group is proud to support important annual charitable initiatives, through CIBC Run for the Cure and CIBC Miracle Day.
Lois leads the Wonder Women of Wealth (WWoW) team for CIBC Run for the Cure, which in 2021 raised over $500,000 for breast cancer research. The WWoW are on a mission to make a meaningful donation to groundbreaking breast cancer research; and to encourage women to pursue wealth management as a career path. The team brings together colleagues from across the country who share these goals. When Lois started her career, 14% of Investment Advisors were women - that statistic remains relatively unchanged today.
This is why Lois is passionate about increasing representation of women in wealth management, an industry imperative. She strongly believes that women are naturally suited to investment management, and investors would be better served with women in positions of leadership. To this end, Lois has been instrumental in the creation of Mastermind Groups at Wood Gundy, consisting of women investment advisors from across the country. These groups bring women together to share best practices, and host thought leaders from within the bank and beyond. Lois has also contributed to the design of a rotational training program in Private Wealth at CIBC, with the objective of offering candidates a position that will lead them to becoming investment advisors. Since inception, over 60% of hires in Toronto have been women.