Firm thought leaders

Thought Leader In:

• Empathetic Leadership
• Financial Wellness
• Role of Business in Society

"We are guided by our purpose, which is to partner for positive impact, to improve the lives of our clients and colleagues, and together, better our communities and society. It’s an ambitious purpose, and it’s one that is deeply rooted in helping every client and community where we live and work to thrive."

Penny Pennington
Managing Partner

Thought Leader In:

• Creating business value through strategic partnerships
• Shaping the industry and improving society
• Partnering for positive impact to better our
• Advocacy on behalf of the securities industry

"We activate our purpose by partnering for lasting financial strength, promoting healthier futures, and advancing inclusive growth, through our work in fostering strategic partnerships and expanding relationships with policymakers, industry leaders and other influencers."

Ken Cella
Principal, Head of External Affairs

Thought Leader in:

• Regulatory Landscape
• Legal issues in the financial services industry
• Compliance

"Our firm's culture guides us to do the right thing for our clients, colleagues and the communities we serve. Our legal and compliance teams help maintain that strong culture and live the firm's purpose – to partner for positive impact."

Keir Gumbs
General Counsel

Thought Leader In:

• Goals-based financial advice
• Living well in retirement
• Empowering and educating female investors
• Leveraging a growth mindset and continuous learning
• High performance teams and talent development

"Canadian families deserve more – a trusted financial advisor that will support them throughout their lives with goals-based advice, quality products and an exceptional client experience."

David Gunn
President, Edward Jones Canada

Thought Leader In:

• Technology investment and transformation
• Digital client experience
• Tech talent recruitment and development

“We are a human-centered organization that is also a technology leader. Our technology tools are designed to enhance the experience we know clients want—to be informed, understood, in control, secure. We are always innovating on behalf of our clients and branch teams.”

Frank LaQuinta
Chief Information Officer

Thought Leader in:

• Learning and talent development
• Associate experience
• Culture and associate well-being
• Diversity, equity and inclusion

"Making a positive impact in the lives of our clients, colleagues and communities starts with the care and support we provide our associates to address their own physical, emotional, financial and social well-being. We believe that by creating a place of belonging and supporting the continuous growth and development of our colleagues, we're creating an environment where everyone has the potential to thrive."

Suzan McDaniel
Chief Human Resources Officer