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CAROLINE CAKEBREADOccupationEditor, Canadian Investment ReviewThe portfolioMainly exchange-traded funds (ETFs) and index fundsThe investorCaroline Cakebread edits the Canadian Investment Review, a publication for institutional investors. She also writes on money issues for Chatelaine Magazine and runs a consulting company that provides services to financial institutions. As if that was not enough, she just co-authored a book on the assetbacked commercial-paper crisis of 2007 and 2008.
JENNIFER SYDENHAM, 56OccupationPublic relations officerThe portfolioIncludes shares in Canadian National Railway Co., Royal Bank of Canada, Keyera Corp., BCE Inc., and Emera Inc.The investorJennifer Sydenham has spent most of her career in the banking industry, analyzing companies applying for loans. Currently, she works in public relations outside of the banking sector.
AYE HAMM, 46OccupationHomemakerThe portfolioShares in 35 large-cap companies diversified across 17 sectors within Canada and the United States, including Telus, Enbridge, TD, McDonald's, General Mills, Procter and Gamble and Johnson and Johnson.
JENNIFER WARREN, 48OccupationResearcher/analystThe portfolioIncludes shares in Apache Corp., Valero Energy Corp., Hennessy Gas Utility Index Fund and Hannon Armstrong Sustainable Infrastructure Capital Inc.The investor
Margot Bai, 39OccupationLandlord and authorTHE PORTFOLIOIncome propertiesTHE INVESTORMargot Bai is good at saving. She even wrote a book about it, Spend Smarter, Save Bigger: Finding BIG savings in your Home, Mortgage, Vehicles, Insurance and Investments. Ms. Bai lives in Markham, Ont., with her husband, James.
SANDI MARTIN, 34OccupationFee-only financial plannerThe portfolioTD e-Series index funds: Canadian Bond, Canadian Equity, U.S. Equity and International Equity.The investorFor many years, Sandi Martin worked as a financial planner at a bank. But she found ''it was a struggle to truly serve client needs,'' so she resigned to become a fee-only financial planner. ''I firmly believe that advisers who are compensated for selling [financial] products are fundamentally unable to give unbiased advice,'' she writes on springpersonalfinance.com.
Mary Dixon, 76Occupation Retired author and publisherThe portfolio Canadian Pacific Railway, Toromont Industries, Tim Hortons, Home Capital Group, Bank of Nova Scotia, Research In Motion and about 20 more stocks in various accounts.
Crystal Lozowchuk, 43Occupation EntrepreneurThe portfolio Baytex Energy, Canadian National Railway, Cenovus Energy, Enbridge, Keyera Corp., Pembina Pipeline, RioCan REIT, Toronto-Dominion Bank, Tim Hortons, Colgate-Palmolive, General Mills, Johnson and Johnson, McDonald's, PepsiCo, and Exxon Mobil.
ALISON GORDON, 40OccupationFounding member and vice-president of Rethink Breast CancerThe portfolioEdgepoint Global Portfolio, BMO Canadian Quantitative Model, Mackenzie Cundill Value and AGF Canadian Resources Fund.
Leena Malik, 46Occupation Human resources executive, currently taking time off.The portfolio Low-fee equity funds and laddered corporate bonds.The investor Leena Malik left her senior executive position with a financial company earlier this year to take some time off from the corporate world and find new sources of inspiration. She shares her adventures and thoughts at inspiringadventures.wordpress.com.