My MoneySense

By MoneySense Editors on February 12, 2025
Estimated reading time: 11 minutes

By MoneySense Editors on February 12, 2025
Estimated reading time: 11 minutes

The portfolio manager and podcast host shares insights on the importance of having long- and short-term financial goals.

Sara Loriot is an institutional portfolio manager at CI Global Asset Management, a podcast host and a proud volunteer of CFA Society Toronto. In 2024, she was recognized with the Emerging CFA Society Leader Award by CFA Institute for her contributions to the Annual Women in Finance (AWIF) conference and the CFA’s Industry Relations & Corporate Governance (IRCG) Committee.

Loriot is the host of “Diverse Dividends,” a video podcast series by CFA Society Toronto that premiered in January. The series features in-depth, candid interviews with senior leaders from diverse sectors and topics, including asset management. Below, she shares her earliest money memory, her money heroes, what got her started in finance, and where she wants to own her next vacation property.

Being a finance professional, one might assume that I have money heroes, but I don’t. However, there are people who have influenced my view on money. My sister influenced me on becoming astute in finance at a very young age, because she identified early signs in me that made her think I’d be good at it. We had planned to start a business together when we were just kids and my role would have been to manage its finances. It really stuck with me because she really believed that I’d be good at it, and as a result, so did I! It completely influenced my career trajectory. Additionally, when I was 12 or 13, my best friend’s father gave me a book titled The Wealthy Barber by David Chilton. The book had a profound effect on me as I discovered the power of compounding. At the time, I felt like I had made a discovery.

I like to spend my free time with my family, creating memories and watching my one-year-old daughter grow up. It’s funny how, before my husband and I had a child, I do not remember what we did with all of our free time! With our family, the simplest moments such as having a dancing party with our daughter are the best. We also love spending time at our cottage and connecting with nature, trying new recipes and discovering new wines (not with my daughter, of course.)

In addition to creating memories with my family, I like to spend my free time doing things I hope have an impact. I am a very proud volunteer with CFA Society Toronto, the world’s largest professional association of its kind serving the finance and investment industry of Toronto. My engagement with this organization has allowed me to organize events that are relevant to me and on topics that I care about. For example, I’ve organized conferences on the topic of women in finance, and I’m the host of CFA Society Toronto’ new series, “Diverse Dividends,” where I get to interview influential leaders in our industry. Being a........

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