Before Vale was a reality, it was a feeling I kept hearing from women over and over again:
I should understand this better. I should know what to ask. I should already have this figured out.
But most of the time, they weren't behind. They just hadn't had the right conversation yet.
There is a quiet discomfort that comes from sitting in a conversation designed with someone else in mind.
A woman listening to her advisor talk to her husband about her own inheritance.
A widow unsure whether their longtime advisor was hers to call.
A partner worried about how they would manage if something happened to the "money" spouse.
A childfree entrepreneur whose advice kept assuming a life she never chose.
I recognized that feeling because I had felt versions of it myself. I was often the only woman in the room, and over time I saw how much that experience was mirrored in the people I worked with.
My Path to Vale
Over a decade across every side of financial advice.
My career started as a summer role in the back office of a bank and became a path across TD, BMO, RBC, Wealthsimple, and startups rethinking the industry. I've seen the high-touch private wealth world, the scaled tech-driven side, and the space in between. And no matter where I was, I kept coming back to the same conclusion: the industry I'd grown to love had real gaps in how it served women.
Over a decade
Across banking, wealth management, technology, and startups.
Thousands
Of Canadians advised, from high-net-worth families to first-time investors.
Hundreds of millions
In assets supported.
Outside Vale
What I'm proudest of.
