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Mary Hagerman bio image

Mary Hagerman,

M. Sc., FCSI®, CIM®, F. PI Senior Portfolio Manager Investment Advisor
438.844.6661

“You can’t be truly happy if you don’t have a healthy relationship with money. It is the key to prosperity and happiness.”

Profile
Mary Hagerman is a nationally acclaimed Senior Portfolio Manager with over 30 years of experience in the investment industry. Celebrated for her strategic, human-centered, and disciplined approach, she has helped individuals and families across Canada achieve their financial goals with clarity and confidence.

A pioneer in the investment world, Mary was among the first women in Canada to design discretionary ETF (exchange-traded fund) portfolios following the 2008 financial crisis. Her innovative thinking and deep expertise have earned her national recognition and accolades throughout her career.

Mary’s commitment to discipline and resilience extends beyond finance; she is a 3rd-degree black belt in karate and a proud mother of three. These values are reflected in both her professional practice and personal philosophy.

She is the author of The Black Belt Investor and host of The Prosperous and Happy Life podcast, where she shares her vision of financial well-being, prosperity, and happiness.

Key Achievements

  • 2025 Advisor of the Year, LeConseiller.ca
  • ETF Champion of the Year (2019), Wealth Professional Magazine
  • Author, The Black Belt Investor
  • Chartered Investment Manager (CIMᴹᴰ)
  • Financial Planner (F.Pl.), IQPF
  • Fellow of the Canadian Securities Institute (FCSIᴹᴰ)
  • Master’s in Small and Medium-Sized Business Management (PME), Université du Québec (bursary recipient for studies in French)

Media & Thought Leadership
Mary is a frequent contributor in both English and French to national media outlets including The Globe and Mail, BNN Bloomberg, RDI, CTV, and CBC Radio. She also writes for leading industry publications such as Finance et Investissement and Investment Executive, where she shares insights and promotes financial literacy.

Community & Philanthropy
Together with her husband of over 30 years, Dr. Luigi Lepanto, Mary co-founded the Mary Hagerman – Luigi Lepanto Foundation during the pandemic. The foundation supports organizations dedicated to health, well-being, environmental sustainability, and the empowerment of women and children.

The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.


The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements.

What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.

Raymond James is not affiliated with the above organizations and/or charitable causes.

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