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Cora Pettipas

Global Wealth Expert — SME


Cora Pettipas Ph.D., FCSI, CFP is a highly accomplished Senior Executive, Thought Leader, and Entrepreneur with more than 15 years experience in the areas of financial services, communication, business development, wealth management, private investment, research, teaching, and fintech. She was recognized by Wealth Professional magazine in 2016 and 2017 by being placed on the national industry top 50 ‘hot list’ for her efforts related to financial innovation in Canada. Other key areas of expertise include: process development, management, leadership, advocacy, strategy, research, content development, and education.

Cora has held leadership positions with National Exempt Market Association (NEMA), Melodic Twilight, and RBC Wealth Management. Cora has previously taught at Mount Royal University, in Canada. Cora holds a Bachelor’s degree from McGill University, and a Master’s and PhD in Finance from Swiss Management Center University. She wrote a Dissertation on The Future of Financial Planning in a Fintech World, which is available on Amazon. Cora is also a co-owner of a successful online music business, Melodic Twilight, which has sold in over twenty countries.

Cora has served on the Directors of NEMA, represents Canada on the Education Working Group for the Financial Planners Standards Board, and is a policy ambassador for the Financial Planners Standards Council. She has published and presented her work internationally.

Areas of Expertise

  • Executive Management
  • Entrepreneurship
  • Private Capital Markets
  • Banking
  • Communication
  • Finance
  • Policy Development
  • Qualitative Research


  • PhD in Finance from SMC University, Switzerland
  • MSc in Finance and Controlling for SMC University, Switzerland
  • BSc in Behavioral Neuroscience from McGill University, Canada

Key Publications & Presentations

Global Engagements

  • Financial Planners Standards Board: Education Working Group (Canada)
  • Financial Planners Standards Board: Contributing Writer to the Financial Planet
  • Financial Planners Standards Council: Policy Ambassador
  • Ontario Securities Commission: Registrant Committee (2014-2016)
  • Ontario Securities Commission: CRMII Forum (2012-2014)

Honors & Awards

  • 2017 national award for industry’s top 50 ‘hot list’ related to financial innovation in Canada, The Wealth Professional
  • 2016 national award for industry’s top 50 ‘hot list’ related to financial innovation in Canada, The Wealth Professional
  • CFP Certified Financial Planner, FPSB Canada, 2006
  • FCSI Fellow of the Canadian Securities Institute, Canada, 2008
  • CIM Canadian Investment Manager, 2006
  • FMA Financial Management Advisor, 2005
  • James McGill Entrance Scholarship; McGill University, 1997