About

Lori Satov is an actuary and portfolio manager and holds the CFA, FSA, FCIA designations. In addition, Lori holds an MBA from McGill University and an Honours Bachelor of Science from University of Western Ontario. Lori has over 30 years of experience in the financial industry and is a senior member of the client solutions team at Connor, Clark & Lunn Investment Management. Lori volunteers on the finance committees of KDHS and Congregation BI and the investment committee of JCF.

Kathy Leavens is a CFA Charter holder and completed a M.B.A. and B.Sc. at UBC. She has over 30 years of experience in the investment industry. In 2014, she retired and is now involved in volunteer projects related to helping women and children in our community.

Ana Novakovic has a B.A. and M.A. in Aboriginal History and is currently working as a policy consultant. She has seen how much of an impact a lack of financial security has on women’s lives and would like to create an opportunity for women to build their financial knowledge together.

Angela Huck has two decades of experience in the financial industry. Prior to joining CC&L Private Capital, she worked with prominent multi-national investment firms developing and implementing investment and financial planning strategies.

She holds a B.A. in Psychology and an MBA, as well as the Chartered
Investment Management (CIM), Chartered Financial Divorce Specialist
designations (CFDS) and Master Philanthropic Advisor (MFA-P). She is a Director on the board of Coast Mental Health Foundation and Her Dollars and Sense and was a Director previously on the board of One Girl Can.

Angela enjoys trekking and it has taken her to some of the world’s highest mountain peaks, most notably Everest Base Camp, Mt. Kinabalu in Borneo and Mt. Kilimanjaro in Tanzania.

Jennifer Katzsch is a Regional VP in the Business Development team in Group Retirement Savings at Desjardins. She leads the Client Relationship team in OAW (Ontario, Atlantic and Western Canada) and the national Education team. Jennifer works closely with her teams to develop innovative solutions and strategies that enhance the client experience and ensures our clients, as well as their plan members, are getting the most out of their group savings plan.

With over 24 years of experience, Jennifer has worked with a wide variety of clients, including large multinational corporations and clients with defined contribution, defined benefit plans and savings plans. Jennifer has a Bachelor of Arts degree from Wilfrid Laurier University and a post-graduate diploma in Human Resources Management from Sheridan College.

Melissa Talaro is the Recreation Administrative Coordinator with the Resort Municipality of Whistler. Driven by a passion for charity work and giving back, she volunteers as the Program Coordinator with Her Dollars and Sense. Additionally, she serves as the Director of Grants with the Grindstone Award Foundation, helping break down financial barriers for young female athletes. Melissa is also the Tournament Coordinator for the annual Whistler Women’s Charity Hockey Tournaments, fostering community involvement and raising funds for girls in sports.