Barbara Stewart, CFA

Such an honour to be part of this conversation during #FinancialLiteracyMonth 🙌 Thank you @BarbaraStewart for your incredible research and insights — truly inspiring! ✨ #WomenInFinance #FinancialLiteracy

@valenluciana You were great @valenluciana - thanks for your excellent input! 🎉

Such an honour @RichThinkingB 💕💕🎀🎀

Resulta que pedí asistir a una charla de Women in Finance organizado por CFA. Me aceptaron y resulta que ahora voy a estar como speaker invitada! 🫣😳

I'll be presenting my latest research to Women in Nasdaq on May 13th 💃 @Nasdaq

Epic panel alert! 🎉Can't wait to share the stage with these brilliant women on May 5th in Los Angeles at the @MilkenInstitute 2026 global conference.

Facing an audit as an advisor? Here are some tested tips /via @globeandmail theglobeandmail.com/investing/glob…

I'll be presenting my latest research for CFA Society Singapore! Please join me and my healthy panelists Neha Rathi, CFA, Chelsea Guy, and Jeremy Nguee 🎉 Register here: lnkd.in/exWx9gN7

Looking forward to sharing my research findings for @CFASocietyAus on April 22nd at this session hosted by Sandi Orleow, CFA GAICD, Non-Executive Director & Chair, CFA Society Australia Inclusion Council. Register here: web.cvent.com/event/244db5c4…

My new article for @CFAinstitute: Women leaders put nutrition first! "Across industries and cultures, women describe a similar shift. Nutrition is no longer incidental. It is planned and prioritized." lnkd.in/edf3Dj5b

Shared my thoughts around how successful advisors understand the key skill that is needed above and beyond being number savvy. theglobeandmail.com/investing/glob…

The March edition of @cdnmoneysaver is out! In Portfolio Confidential: "Why are software stocks down so much…is this a buying opportunity?" and "My portfolio holdings are a bit of an eclectic mix —I’m interested in your thoughts." Read it here: lnkd.in/dBi5Vzch

Last week I had a great meeting with Tanja R Harrison, CFA and Felix von Bahr at the @Nasdaq Stockholm Stock Exchange which is now back in the city center. Sweden’s capital markets are on fire! Read my article for @CFAinstitute: lnkd.in/gwZb-7au

Published today via @CFAinstitute - "Stockholm's Capital Markets Success: More Than Just Meatballs!" Big thanks to my Swedish friends for their excellent input 🙏 lnkd.in/gwZb-7au

The new issue is out! @CMoneySaver "I have a joint non-registered account with my husband that is funded partly by my inheritance and we both have children from previous marriages – I have a few concerns…" barbarastewart.ca/CMS_0226_Portf…

The problem is that older women are either not there or only tolerated if they do not look old. f-st.co/ISiGhkb

New article I wrote for @CFObyPostmedia on the topic of Health & Wealth. The full Rich Thinking white paper will be released on March 8th! canadianfamilyoffices.com/life-family/we…

It is a great honour to be part of the @MilkenInstitute's Women's Financial Security Initiative in collaboration with Gloria Steinem and Gloria's Foundation. 20 powerful leaders had our second discussion last Thursday over dinner at Gloria's apartment in New York.

50 Rich Thinking interviews completed! Now plotting the high level findings and themes for my 2026 white paper... What else are Sundays for?