We always hear that breakfast is the most important meal of the day. And that successful people never eat alone. Keeping these two ideas in mind, alumni UBC offers an intimate breakfast series in Toronto. Get to know fellow UBC alumni in the GTA over a meal, and make connections that will benefit your career, business, and life. Each breakfast features a UBC alum who has made a mark in their profession, and will be on hand to share their story with you.
Our next breakfast in this series will feature Ann Richards, BA’78, who recently retired after 25 years as an Investment Advisor and Portfolio Manager at CIBC Wood Gundy. What does it take to have a career in the Financial Services industry? At this breakfast, Ann will talk about the combination of technical knowledge and soft skills needed to attract and advise clients and the influence of robo-advice on the future of the industry. If you’re considering a career in the investment industry, this is a unique opportunity to get the inside scoop!
Wednesday, November 27, 2019
TD South Tower
79 Wellington St W, 36th Floor
Toronto, ON – map
Cost (includes breakfast):
Non-Alumni Guests: $30
Guests are welcome, but tickets must be purchased by alumni. Limit of two tickets per transaction.
Questions? Please contact Christy Nair at email@example.com.
Registration deadline: Sunday, November 24, 2019.
Please note: Day-of registration will not be available.
Ann Richards, BA’78
Less than 20% of advisors in the financial services industry are women. For 25 years, Ann Richards was an Investment Advisor and Portfolio Manager with CIBC Wood Gundy. She worked with bankers, analysts, fund managers, and stock promoters, and advised affluent individuals across Canada. She will share her experience and the lessons she’s learned at this alumni UBC breakfast in Toronto.
Ann holds a Bachelor of Arts (BA) degree in Mathematics from the University of British Columbia and in 1982, she qualified as a Chartered Accountant (now CPA) in Vancouver. She gained her first exposure to the stock market as chief accountant for an emerging North American gold mining company where she implemented debenture financing and a listing on the Vancouver Stock Exchange.
Ann gained international experience as an accountant with an international hotel chain, a management consultant with an accounting firm in London, England, and as a senior finance manager with an IT firm in Sydney, Australia. She returned to Canada in 1993, settling in Toronto.
Ann joined CIBC Wood Gundy as a financial consultant in 1994. She holds the Certified Investment Manager (CIM), Certified Financial Planner (CFP), Elder Planning Counsellor (EPC), and Life License Level II designations. Ann is also a Fellow of the Canadian Securities Institute (FCSI), a designation reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors. It is recognized as the highest honour in the financial services industry. In 2016, she was named as one of the top 50 Wealth Professionals in Canada.
In 2018, she transferred her clientele to another (female) advisor and retired from CIBC. She is now consulting to small businesses on account management and client relations.
Outside of work, Ann served on the Board of Directors of her condominium corporation. She is active on the golf course and at the gym, and enjoys living downtown along the harbourfront. Ann is married to an Englishman, and they alternate their travels to Vancouver and London to visit friends and family.