Mary Hagerman
Senior Portfolio Manager, The Mary Hagerman Group at Raymond James Ltd.
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A great article by Melissa Shin on a complex subject.I encourage you to read my comments and find out why I think talking to the competition can be a helpful part of the due diligence process before purchasing newly issued ETFs.#etfs #duediligence #thinkbeforeyoubuy #prosperousandhappy
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Melissa Shin
Editorial Director, Advisor.ca and Investment Executive
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Thanks so much for detailing your due diligence process, Mary. I am hopeful that investors and advisors alike will benefit from your wisdom!
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Mary Hagerman
Senior Portfolio Manager, The Mary Hagerman Group at Raymond James Ltd.
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On this ๐๐ง๐ญ๐๐ซ๐ง๐๐ญ๐ข๐จ๐ง๐๐ฅ ๐๐๐ฒ ๐จ๐ ๐๐๐ฉ๐ฉ๐ข๐ง๐๐ฌ๐ฌ, I would like to thank all of my podcast guests for their insightful answers to my final interview question, โ๐พ๐๐๐ ๐ ๐๐๐ ๐ท๐๐๐๐๐๐๐๐๐ ๐๐๐ ๐ฏ๐๐๐๐๐๐๐๐ ๐๐๐๐ ๐๐ ๐๐๐ ?โFrom psychologists to economists, even Santa Claus, I got words of wisdom and heartfelt gratitude for things that go far beyond money.You can listen to some of the answers here: https://lnkd.in/ewRP9ZxH#prosperousandhappy #internationaldayofhappiness #gratitude #fulfillment
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See AlsoThe EU Corporate Sustainability Due Diligence Directive | March 2024 UpdateDue Diligence Was ist das und wie bereitet man sich darauf vor - FasterCapitalThe EU Corporate Sustainability Due Diligence Directive โ March 2024 Update | JD SupraEU Corporate Sustainability Due Diligence Directive (CSDDD): What to Expect and Who It Applies to - Net0 -
Mary Hagerman
Senior Portfolio Manager, The Mary Hagerman Group at Raymond James Ltd.
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Mon arme secrรจte dans cet article n'a rien ร voir avec ma pratique des arts martiaux, il s'agit plutรดt de ma pratique de mรฉditation.J'ai รฉtรฉ ravi que Finance et Investissem*nt ait acceptรฉ de publier mon article expliquant pourquoi je pense qu'avoir une pratique de pleine conscience a รฉtรฉ si bรฉnรฉfique pour mon travail en tant que gestionnaire de portefeuille. C'est un changement avec mes articles habituels sur les FNBs (fonds nรฉgociรฉs en bourse).Je vous encourage ร lire cet article et ร voir comment vous pouvez retrouver le calme et apaiser lโesprit.#mรฉditation #concentration #discipline #calme
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Mary Hagerman
Senior Portfolio Manager, The Mary Hagerman Group at Raymond James Ltd.
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My secret weapon in this article has nothing to do with my martial arts practice, it's all about my meditation practice.I was delighted that Investment Executive agreed to publish my article on why I think having a consciousness practice has been so beneficial to my work. It's a bit of a departure from my regular ETF (exchange traded funds) insights.I encourage you to read this article and see what techniques can work for you to steady your mind.#meditationpractice #calmyourmind #managestress #beherenow #rjwomen
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Mary Hagerman
Senior Portfolio Manager, The Mary Hagerman Group at Raymond James Ltd.
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๐๐๐ฉ๐ฉ๐ฒ ๐๐ง๐ญ๐๐ซ๐ง๐๐ญ๐ข๐จ๐ง๐๐ฅ ๐๐จ๐ฆ๐๐งโ๐ฌ ๐๐๐ฒ!Itโs the perfect time to remind everyone that I am a big โฆ no HUGEโฆ advocate for women everywhere, not just in my industry.To help elevate women financially and professionally, I have some exciting initiatives available to all.Thereโs still time to register for the ๐๐๐๐๐ข๐ง๐ ๐๐จ๐ฆ๐๐ง ๐ข๐ง ๐ ๐ข๐ง๐๐ง๐๐ panel that I will be on, today (Friday) at noon.https://lnkd.in/ekPvk-SfThe recent episode of ๐ฆ๐ฒ ๐ฉ๐จ๐๐๐๐ฌ๐ญ โ๐๐ก๐ ๐๐ซ๐จ๐ฌ๐ฉ๐๐ซ๐จ๐ฎ๐ฌ ๐๐ง๐ ๐๐๐ฉ๐ฉ๐ฒ ๐๐ข๐๐โ with the dynamic Erika Toth, CFA has some great tips to help women create and maintain their wealth. https://lnkd.in/eZeagzABAnd my ๐ฆ๐จ๐ง๐ญ๐ก๐ฅ๐ฒ ๐ง๐๐ฐ๐ฌ๐ฅ๐๐ญ๐ญ๐๐ซ out next Friday includes an update on the exciting career of a young professional woman, part of our family of clients, who is breaking new ground in the world of professional womenโs hockey. https://lnkd.in/d4cTsnpi All this and March is only getting started!Stay tuned.#prosperousandhappy #iwd2024 #womeninfinance #womeninETFs #rjwomen #femaleempowerment #mentorship
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Mary Hagerman
Senior Portfolio Manager, The Mary Hagerman Group at Raymond James Ltd.
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The financial world is waking up to the reality that women all over the world are building serious wealth.๐๐ง ๐ญ๐ก๐ ๐๐ ๐๐ฅ๐จ๐ง๐, ๐ข๐ญ ๐ข๐ฌ ๐๐๐ฅ๐๐ฎ๐ฅ๐๐ญ๐๐ ๐ญ๐ก๐๐ญ ๐ฐ๐จ๐ฆ๐๐ง ๐๐จ๐ง๐ญ๐ซ๐จ๐ฅ ๐ ๐ญ๐ก๐ข๐ซ๐ ๐จ๐ ๐๐ ๐๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐ก๐จ๐ฎ๐ฌ๐๐ก๐จ๐ฅ๐ ๐๐ฌ๐ฌ๐๐ญ๐ฌ, ๐ฆ๐จ๐ซ๐ ๐ญ๐ก๐๐ง ๐๐ ๐ญ๐ซ๐ข๐ฅ๐ฅ๐ข๐จ๐ง ๐๐จ๐ฅ๐ฅ๐๐ซ๐ฌ.As we gain more seats on boards and more offices in the C-Suite, women are flexing their financial muscles.Itโs a good news story, but thereโs still lots more to do.In my latest episode of ๐๐ก๐ ๐๐ซ๐จ๐ฌ๐ฉ๐๐ซ๐จ๐ฎ๐ฌ ๐๐ง๐ ๐๐๐ฉ๐ฉ๐ฒ ๐๐ข๐๐ ๐ฉ๐จ๐๐๐๐ฌ๐ญ, I speak with a dynamic female industry colleague; Erika Toth, CFA. Erika is Director of Institutional & Advisory ETF Distribution in Eastern Canada with BMO.We covered a lot of important financial issues facing women today:โ Women in the financial industry and how it will affect wealth transition. [02:30] โ How women suffered setbacks as a result of the pandemic. [04:26] โ The need for women to gain financial guidance. [07:13] โ Planning for the financial consequences of women living longer. [09:37] โ Insurance needs for women, and the need to stay healthy. [13:12]I hope you'll listen to this episode on Spotify or Captivate and share it with your friends; women and men!Spotify: https://lnkd.in/evXZYGvVCaptivate: https://lnkd.in/e_aNy8cs#prosperousandhappy #financialplanning #womenandwealth #womenmentor
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Mary Hagerman
Senior Portfolio Manager, The Mary Hagerman Group at Raymond James Ltd.
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Quel plaisir de participer ร un lunch gastronomique de ยซ ๐๐จ๐ง๐ญ๐ซ๐ฬ๐๐ฅ ๐๐ง ๐๐ฎ๐ฆ๐ข๐ฬ๐ซ๐ ยป avec de vraies รฉtoiles, Nicholas Saranczuk et Vladimir Truskov!Notre travail est un travail dโรฉquipe et durant cette ๐ฌ๐๐ฆ๐๐ข๐ง๐ ๐ฉ๐จ๐ฎ๐ซ ๐ซ๐๐๐จ๐ง๐ง๐๐ขฬ๐ญ๐ซ๐ ๐ฅโ๐๐๐๐จ๐ซ๐ญ ๐๐ ๐ง๐จ๐ฌ ๐๐ฆ๐ฉ๐ฅ๐จ๐ฒ๐ฬ๐ฌ, nous avons choisi de souligner ensemble nos accomplissem*nts des derniers mois ainsi que les dรฉfis que nous relevons en 2024. Il y a bien des bonnes raisons de cรฉlรฉbrer ensemble, incluant le tout dernier รฉpisode de notre balado mensuel ยซ ๐ป๐๐ ๐ท๐๐๐๐๐๐๐๐๐ ๐๐๐ ๐ฏ๐๐๐๐ ๐ณ๐๐๐ ยป qui vient de sortir sur les femmes et leurs argents. Vous pouvez รฉcouter sur Spotify : https://lnkd.in/ezAfQc56 Ou Captivate : https://lnkd.in/e_aNy8cs #montrealenlumiere #espritdรฉquipe #reconnaissance #cรฉlรฉbration
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Mary Hagerman
Senior Portfolio Manager, The Mary Hagerman Group at Raymond James Ltd.
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I am so looking forward to kicking off the month of March, Women's Month, with a host of activities and initiatives geared to women.I will be marking March 8th by participating on this panel with several other female industry leaders.It's our time to shine and tell our stories!(feel free to sign up and listen)#internationalwomensday2024 #womenempoweringwomen #femalementors #womeninfinance
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Mary Hagerman
Senior Portfolio Manager, The Mary Hagerman Group at Raymond James Ltd.
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As RRSP season draws to a close, many younger investors are struggling with the decision of how best to juggle their saving options to take advantage of tax breaks.For many, retirement seems a long way off and itโs more compelling to save for the purchase of a home.Buying a house is the biggest purchase most people will ever make.When I started out as a financial advisor and financial planner, I was helping many of my clients invest and save for their first home.Now, Iโm helping their children do the same thing and it is still as exciting for me now as it was then to hear them say โฆ.."Mary I have an accepted offer on a house."Of course the landscape has changed, real estate is very expensive and for now, interest rates are quite high.But there are programs to help people save and reach their dreams. These options can also be part of a retirement saving strategy.In this episode of my podcast, The Prosperous and Happy Life, I help people sort through the different programs available for saving for a home and saving for retirement. I hope youโll listen to this episode of โThe Prosperous and Happy Lifeโ on Spotify or Captivate and make sure to subscribe.Spotify: https://lnkd.in/edhtfxu4Captivate: https://lnkd.in/e9sbcrsG#financialplanning #firsthomesavingsaccount #prosperousandhappy #rrspseason
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Mary Hagerman
Senior Portfolio Manager, The Mary Hagerman Group at Raymond James Ltd.
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I am really looking forward to joining this distinguished roster of female colleagues to help inspire more women to rise to senior leadership positions, especially in the financial industry.Join us on March 8th, International Woman's Day, to hear our stories and help bring more women to the C-Suite! Details below.#womenempoweringwomen #mentorship #aimhigh #makeadifference
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