Clare Forshaw - Portfolio Manager
BA, CIM, FMA, CIWM
Clare is a veteran in the wealth management services industry, with over 25 years of experience. She holds a degree in Management Economics and is a Fellow of the Canadian Securities Institute (FCSI). She is also a charter member of one of the highest designations awarded in high-net-worth financial planning industry, the Certified International Wealth Manager (CIWM).
Clare is a member of the Association of International Wealth Managers (AIWM), a non-profit association established to encourage, promote and strengthen global education in the private banking industry and to set a globally recognized standard for the qualification of private banking professionals.
Clare is fascinated by behavioural finance, the study of how our psychology can thwart our attempts to make wise investment decisions. She holds seminars on the subject and has been featured as a guest lecturer at the University of Toronto. Clare lives with her family in the Beaches area of Toronto and actively participates in the lives of her busy children.
Zainab C. Williams - Financial Planner
Zainab Williams is a Financial Planner at Forshaw Wealth Management. She holds a Bachelor of Business Administration from York University and is currently working towards her Certified Financial Planner designation. Prior to joining Forshaw Wealth Management, Zainab worked with Ford Motor Credit Company whereby she analyzed, managed and assessed risk financing for Commercial Fleet customers.
Zainab made a career change from risk analysis and financing to wealth management because she felt that her skills would translate well with working with private investors in helping them achieve their financial goals which is more rewarding. She wants to focus on building evolving financial plans that have a stable foundation and be able to help her clients reclaim their identity when it comes to their financial solutions.
Zainab lives in the Caledon and in her free time she enjoys spending time with family, cooking, painting and volunteering.
Jo Bootherstone - Executive Assistant
Jo brings her considerable administrative skills to our firm with the perfect mix of warmth and efficiency. The big smile, boundless energy, and eagerness to make a difference have made Jo an indispensable member of our team. Jo handles administrative requests, like issuing cheques and arranging meetings and ensures our office runs smoothly. More importantly, Jo is a genuine soul and always willing to help in any way she can. She understands how complicated things can seem, and communicates effectively to maximize our clients’ experience with us.
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