Mary Hagerman

Portfolio Manager and Investment Advisor at Raymond James

Speaker

Mary Hagerman is an award-winning portfolio manager and investment advisor with the Montreal office of Raymond James Ltd. With a Master’s Degree from the University of Quebec and over 30 years of experience, she holds the designations of CIM, FCSI, and IQPF/Financial Planner. Considered a female pioneer in building ETF-based discretionary portfolios for her clients, Mary is an expert columnist on ETFs for industry publications in French and English, and she is regularly quoted in the media. Mary is the host of the podcast “The Prosperous and Happy Life” and author of the book; The Black Belt Investor, where she combines her passion for karate with her work as a wealth manager.

Mary is regularly invited to speak on the emotional dynamics that can derail the investment process. She is passionate about helping her clients achieve prosperity and happiness, through a wealth building process that includes a solid investment strategy, an ongoing education process and a unique conversation about money.