The Ottawa Women's Canadian Club

Date: 08/02/2018

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Cheryl Rogers

Topic: Your Financial Advisor – What You Should Understand and Expect

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Cheryl has been helping people invest through a variety of market conditions for over 25 years. Her areas of expertise are low-volatility investing, educating and encouraging women to enter the field of investment management and the fascinating study of behavioural finance.

She was Vice President of an International Bay Street firm prior to moving to Ottawa in 1998. Her conservative no-nonsense approach has attracted the attention of businesses, associations and families who wish to leave the day-to-day investment decisions to a professional. She provides comprehensive discretionary portfolio management and draws from personal experience with family-owned enterprises.

Cheryl was included in both the 2013 and 2014 “Women of Distinction” lists for Canada:

On a personal note, she is married and manages her work / life balance with two teenagers, a dog and cat.