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About Mary
Mary Hagerman is an award-winning investment advisor and portfolio manager in the Montreal office of Raymond James Ltd. With more than thirty-five years in the financial industry, she is considered a pioneer in building ETF-based discretionary portfolios and was among the first women in Canada to design such portfolios following the 2008 financial crisis. A third-degree black belt in karate, she drew on the discipline of martial arts to write The Black Belt Investor: A Martial Arts Guide to Wealthness; How to Kick Butt and Feel Rich! She also hosts the podcast The Happy and Prosperous Life.
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Financial Planning
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