Mary Hagerman

Senior Portfolio Manager and Wealth Advisor at Raymond James

Panelist

Mary Hagerman is the founder of the Mary Hagerman Group with Raymond James Ltd in Montreal. Mary is an award-winning wealth advisor and senior portfolio manager. She holds a Master’s Degree from the University of Quebec and the designations of CIM, FCSI, and IQPF/Financial Planner. With more than 35 years in the financial industry, Maryis considered a female pioneer in building ETF-based discretionary portfolios for her clients. She is an expert ETF investment columnist for industry publications in French and English, and she is regularly quoted in the national media. Mary is the author of the book, The Black Belt Investor and host of the podcast: The Prosperous and Happy Life on Spotify.