Emily Reed has been working in the financial industry and closely with wealth advisors for over 10 years. Starting at CIBC, then moving to an associate role at Stonegate Private Counsel (CI Private Wealth) where she completed her Chartered Investment Manager designation. At Stonegate, she worked closely with the daily operations and client management of this high net worth business. For over 8 years, she has also been working closely with advisors in a coaching program to help them create a more systematized business with a focus on attracting and retaining their ideal clients. In recent years Emily co-founded Welement and runs the customer success for this online platform geared at the high net worth advisor.
Sammy Claydon is a producer, designer, and animator. She graduated from Queen’s University with a B.A.H. Economics and completed a Diploma in Accounting at the University of British Columbia. For over 6 years, she has worked in the creative industry. Her understanding of financial topics as well as creative capabilities have enabled her to explain concepts visually in an informative and entertaining way.