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Sophie Warwick & Jillian Climie

The Thoughtful Co
Sophie Warwick  & Jillian Climie
  • Sophie Warwick & Jillian Climie

    Sophie Warwick is Co-Founder of the Thoughtful Co, a consultancy that supports women in negotiating their compensation, and advises employers on improving gender equity in the workplace. She specializes in developing in-house gender equity policies and chairing Employee Resource Groups, helping employers become more sustainable, profitable, and innovative.

    Sophie has a Masters of Structural and Earthquake Engineering from the University of British Columbia. She practiced structural engineering consulting in the residential sector for over 7 years where she saw firsthand the challenges employers face recruiting and retaining women in male dominated environments. She is passionate about approaching gender equity in an intentional and strategic manner by providing a clear and concise list of actionable items to empower employers to start making positive change today. At The Thoughtful Co, she has supported clients in the public sector, engineering firms, construction companies, technology companies, and more.

    Sophie has a long history of dedication to building more inclusive and equitable environments for women. In 2018, she co-founded Women in Consulting Engineering (WCE) Vancouver, a non-profit community devoted to supporting and empowering women in engineering and increasing gender diversity and inclusion in the consulting industry.

    Jillian Climie is Co-Founder of The Thoughtful Co, a consultancy that supports women in negotiating their compensation, and advises employers on improving gender equity in the workplace. She specializes in supporting women in getting paid what they deserve, with her clients on average achieving a +25% increase in their compensation package.

    Jillian attended Ivey Business School and has spent her career advising and leading teams in executive compensation and corporate governance, both as a consultant, and in-house at two global retailers. Most recently at Lululemon, she led the global equity compensation and executive compensation programs. After taking a pause, she realized she wanted more of three things in her professional life: thoroughness, passion and freedom. She co-founded The Thoughtful Co so she can leverage her niche and technical experience, coupled with her passion for gender equity, to empower women to get paid what they deserve.

    Jillian was named a 2022 Emerging Leader by The Peak, and was a 2023 Women of Influence Nominee and 2023 Inspirational Leader of the Year Nominee.

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Natalie Serebrennik

Certified Professional Coach
Natalie Serebrennik
  • Natalie Serebrennik

    Natalie Serebrennik is a Certified Professional Coach who empowers success-driven professionals to advance in their high-pressured careers. With 16+ years of experience in Capital Markets, she combines her financial industry knowledge with her coaching expertise to help clients achieve their professional goals. 

    Natalie helps clients enhance their self-advocacy skills and develop a growth mindset, giving them the confidence to take action and create the results they desire. She works with clients to identify their strengths, values, and passions, while creating a customized plan to attain their career aspirations.

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Kristy Carrod

Executive Coach and Leadership Consultant
Coaching Bankers
Kristy Carrod
  • Kristy Carrod

    Kristy Carrod is an Executive Coach and Leadership Consultant who specializes in working with professionals in demanding, client-facing environments. With 20 years of experience in Talent and Business Management at leading investment banks, Kristy is attuned to the profile of a driven professional who is striving to maximize their effectiveness in a high-performing and often relentless environment.

    In both individual and team coaching, Kristy works with clients on topics including leadership effectiveness, high potential development, establishing boundaries, role transition, communication mastery and relationship skills.

    Kristy has degrees from McGill University (Industrial Relations) and the University of Toronto (Master of Adult Education). Additionally, Kristy has a graduate certificate in Executive Coaching from Royal Roads University and is trained as an Organization, Relationship and Systems Coach (ORSC) through CRR Global. Kristy is accredited as an Professional Certified Coach by the International Coaching Federation and is bound by their code of ethics and confidentiality.

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Alexandra Velosa, CFA

Executive Director, Fixed Income & Money Markets - Québec
CIBC Capital Markets| CIBC Global Markets Inc.
Alexandra Velosa, CFA

Ana Juncu, CFA

Director | Fixed Income & Money Market Sales| Global Markets - Québec
CIBC Capital Markets
Ana Juncu, CFA

Wai-Ke Kim

MBA, Vice President
Practice Management Worldsource Wealth Management,
Wai-Ke Kim
  • Wai-Ke Kim

    Wai-Ke Kim is a dynamic leader in the financial services industry, dedicated to empowering financial advisors with innovative practice management solutions that drive growth, efficiency, and client value. As Vice President, Practice Management at Worldsource, she develops strategies, tools, and resources to help advisors optimize their businesses and enhance client relationships. Prior to joining Worldsource, Wai-Ke was Regional Director at Manulife Wealth, where she provided consultative support in practice management and business development. A highly sought-after speaker, panelist, and moderator, she has taken the stage at major industry events hosted by Wealth Professional (WP), the Immigrant Women Initiative (IWI), the Beedie School of Business at Simon Fraser University, Ascend Canada, and more. With over 20 years of experience in financial services, Wai-Ke began her career as an entrepreneur, building a thriving financial planning practice in Toronto. She is a passionate advocate for Women in Wealth, actively mentoring and supporting young women pursuing careers in finance. Her dedication extends to volunteer leadership roles, including serving on Ascend Canada’s Sponsorship and Membership Committee, the Advocis Financial Planning Summit as Sponsorship Director, the Advocis Greater Vancouver Chapter as Sponsorship Chair, and the Versafi (formerly Women in Capital Markets) Steering Committee. She is also a member of the Insurance Council of BC. Wai-Ke holds an Executive MBA from the Beedie School of Business at Simon Fraser University and a Bachelor of Science from Queen’s University. She is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Professional Consultant on Aging (CPCA), and Certified Executor Advisor (CEA).

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Lina Ben-Harhara

Commercial Banker
JP Morgan
Lina Ben-Harhara
  • Lina Ben-Harhara

    Lina Ben-Harhara is a Vice President at J.P. Morgan based in Vancouver, BC, with 7 years of experience working with Middle Market clients across Western Canada. Lina holds a bachelor’s degree in finance from Mount Royal University and is a Board Member on the University’s Student Investment Fund “SIF”. Lina is passionate about workplace equity and creating safe spaces for all individuals. Outside of work, you’ll find Lina painting, reading, or playing chess

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Laura Baker

Director- Institutional Equity Sales
CIBC Capital Markets
Laura Baker
  • Laura Baker

    Laura Baker works on the Institutional Equity Sales desk in Vancouver, managing relationships with institutional portfolio managers, providing market commentary and generating trade ideas. Laura began her career at Macquarie Commodities and Global Markets in their Equity Rotational Program. Before joining CIBC, she worked as an equity research associate at TD Securities, covering the Metals and Mining space.

    Laura graduated from the Smith School of Business at Queen’s University in 2016 with a Bachelor of Commerce.

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Alyssa Moody, CIM

Vice President, Account Manager
PIMCO
Alyssa Moody, CIM
  • Alyssa Moody, CIM

    Ms. Moody is a vice president of retail sales and business development, servicing financial advisors in Southwestern Ontario. Prior to joining PIMCO in 2023, she was a regional vice president at Dynamic Funds, servicing financial advisors in the golden horseshoe region. Previously, she was at an independent mutual fund company as a sales associate, and also worked at RBC DS in Vancouver and Toronto. She has 14 years of investment experience, and holds a BBA from Simon Fraser University.

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