Women, Wealth, & Health: Connecting Financial Well-Being & Philanthropy | BMO x Luminary

Join BMO Wealth Management’s Law Firm & Professional Services Group and Luminary for a morning of breakfast, networking, and meaningful conversation at The Glass Ceiling.
Together, we’ll explore the financial topics that matter most to women today, including
investing, estate planning, wealth preservation, and the evolving philanthropic landscape. 

An accomplished panel of women leaders will share perspectives on the unique financial opportunities and challenges women face, along with practical strategies for building, preserving, and giving wealth with purpose.

This event is particularly relevant for professionals working in the legal, accounting, and
consulting fields, while welcoming attendees from all professions and industries who would
benefit from the conversation.
The discussion will be moderated by Cate Luzio, Founder and CEO of Luminary, and feature:

• Lee Pelayo, Managing Director and Western Region Head, BMO Law Firm &
  Professional Services Group
• Margaret Reid, Managing Director and Portfolio Manager, BMO Law Firm &
  Professional Services Group
• Leila Francis, National Head of Fiduciary Advisory Services, BMO Wealth
  Management
• Elaine Martyn, Chair, Women’s Philanthropy Institute

We’ll begin the morning with breakfast and networking at Luminary’s rooftop venue, The
Glass Ceiling, followed by a thought-provoking panel discussion, audience Q&A, and
continued opportunities to connect.

Agenda
8:30–9:00 AM | Welcome reception, networking, and buffet breakfast
9:00–9:45 AM | Panel discussion
9:45–10:30 AM | Audience Q&A and continued networking

 
I understand my attendance signifies that photographic or video recordings of me may be displayed electronically or in print via Luminary's website, social media or shared with event partners for their promotional use. For questions or to opt out of photographic and video displays please email events@weareluminary.com