I am an ALL-in person.

This starts with my family and wonderful husband, Tom, who is my best friend and partner in business and in life. We have the privilege of raising two sons who are now confident adults.

I am ALL-in with our Applegath Group clients, designing life solutions for them not just in wealth management but becoming a trusted part of their families.Their confidence in us as a team is the hallmark of our reputation and growth over these last thirty years.

I'm ALL-in with  my commitment to women; both to the leaders outside my field and those working in the wealth management business. I am passionate about building opportunities and connections, especially giving young women the assurance that they can create and define their own paths - personally and professionally.

And I am ALL-in in my own journey. Forever learning and exploring the world with awe and gratitude. I'm excited to be on this journey and making my mark.

 

MY BELIEFS

I believe women who make a difference:

 

1. Are willing to challenge the status quo.

2. Apply their personal values across the whole spectrum of their life.

3. Fully trust themselves so are free to lift others up.

4. Have the courage to act as they are not afraid to stir big 'waves.'

5. Open new opportunities for other women.

6. Delight in moving the bar higher by asking, "why not?"

7. Live openly from heart space willing to express honest emotion.

8. Have both wisdom and knowledge...and know the difference.

9. Consciously strive to live in alignment.

10. Are loyal, determined and resilient.

 

Women's thought leadership is a place for like-minded women to meet, allowing energy to spark action that will only expland.

As each evening brings fresh infusions for bold thinking, it creates opportunities.

 

We will always ask:

1. Where are your passions taking you?

2 How are you moving the dial in your community?

3. How can we help one another?

Lisa Bragg

We've long been told, "put your head down, do good work, and eventually someone will notice you." But that limiting and diminishing advice doesn't hold up in the noise and pace of these transformative times. The reality is, no one cares about your future the way you do. If you want to achieve remarkable results, it's up to you to talk about your successes and accomplishments.

We welcomed Lisa Bragg to discuss her book Bragging Rights, which showed us how to talk about yourself using purposeful self-promotion.

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Dr. Vivien Brown and Dr. Stacy Irvine

In our first inaugural event, since the pandemic, we surveyed our group and asked them what was most important in their lives. The top three answers that came back were: ‘health and wellness, travel, and finance’. It was not a surprise to see health and wellness coming out front-and-center. If the last few years have taught us anything, it’s how important, taking care of ourselves is. Even with the best of intentions, we don’t always have the information and resources to do that in the best way possible. 

We were thrilled to welcome two well-renowned doctors, Dr. Vivien Brown, and Dr. Stacy Irvine.

Click here to read more about our event.

The Judy Project

"If you see one, you can be one!" This important new book for businesswomen looks at the ten key characteristics of today's winning leaders. These characteristics - like compassion, honesty, and authenticity - were once seen as feminine weaknesses in business. But today, they define the leader who strengthens organizations rather than undermines them.

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Annette Verschuren

Annette is one of Canada's Top Women Leaders, Officer of the Order of Canada, past CEO of Home Depot Canada and Asia, current Head of NRStor Inc. and recently appointed Chairman of the board MaRs Discover District. Her book, Bet on Me: Leading and Succeeding in Business and Life, describes her journey to becoming a successful leader and is described as a 'must-read' for anyone who wants some of the secrets to living a fuller life.

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DAME HELENA MORRISSEY

Founder of the 30% club, a global movement that campaigns for gender balance on corporate boards, Dame Morrissey was named the 2017 Financial Times business leader of the  year. She is Head of Personal Investing at Legal & General Investment Management, which has £894 billion of assets under management. Her recent book, A Good Time to be a Girl: Don't Lean in, Change the System, brought her to Toronto to speak about her personal journey and provide inspiration for women to pave their own paths to success. Let's keep the momentum. It's our time!

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Barbara Roberts

Barbara Roberts, author of Unfinished Business: Breaking the Glass Ceiling Women in Leadership, joined us to talk about why women are still hitting the "glass ceiling" and the future of Women Leadership. As a woman who was featured in a 1986 Wall Street Journal article that coined the term "glass ceiling," Barbara shared her perspective on best practices to break through and move upward as a female leader.

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Click here to read Barbara's white paper 

​​​​​​Dr. Vivien Brown

Do you have a tendency to always put other people before yourself? Do you have a hard time saying no to others and yes to yourself? It's time to change this habit and start making better choices! Dr. Vivien Brown is an internationally-recognized leader in healthy aging and women's brain health, and author of Don't Just Live Longer: Live Happier, Healthier, and Age Successfully. She joined us to talk about aging without getting old, how to put ourselves first, and starting the journey to good health and a happy and rewarding future.

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Dr. Nasreen Khatri

Dr. Khatri authored Confessions of a Juggler: Why Multitasking Doesn't Work. Her presentation addressed the question, "how do our rushed lives affect our mental and cognitive health, and how can we preserve brain health and maintain our mental edge?"

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Judith Humphrey

Judith Humphrey founded The Humphrey Group, a premier leadership communications firm headquartered in Toronto. She has authored three books: Impromptu: Leading In The Moment, Speaking as a Leader: How to Lead Every Time You Speak, and Taking the Stage: How Women Can Speak Up, Stand Out, and Succeed.

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