Profile
Joanne Cheng is Vice President, Business Development at Dynamic Funds, with more than 20 years of experience in the financial services industry. She works closely with financial advisors helping them develop thoughtful portfolio solutions that support long-term client outcomes in an increasingly complex market environment
Throughout her career, Joanne has held roles across several financial institutions, giving her broad exposure to financial markets and investment strategies. She values collaboration and practical discussions, focusing on helping advisors navigate markets and apply ideas that are relevant to their practices.
Joanne holds an Honours degree from York University and the Chartered Investment Manager (CIM) designation, and remains committed to continuous learning and supporting advisor success.
40 Temperance Street, Toronto, ON M5H 0B4
289 221 4382
jcheng@dynamic.ca
linkedin.com/in/joanne-cheng-578ab224
dynamic.ca
Joanne Cheng
Vice President, Business Development
Dynamic
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Bio
Milestones
2007–2011
2011–2016
2016–2021
2021–Present
2025
Business Development Manager at TD Mutual Funds
2007–2011
Inside Sales Representative at Dynamic
2011–2016
Director, Wealth Sales at Sun Life Financial
2016–2021
Vice President, Business Development at Dynamic
2021–Present
Top Year-on-Year Net Sales Award
2025
Milestones
As a founding member of WOW! (Women. Opportunity. Winning.), an employee resource group created for all women of Ryan Specialty, Phillips Topping has long championed for women in the industry.
“It’s very important to set an example and to not only inspire but mentor other females,” she adds.
In addition to her sharp marketing eye, the key to Phillips Topping’s success lies in her high-energy approach and positive attitude.
“As the leader of a team, it’s important to motivate and encourage your team members. People work very hard and do their best and it’s important to recognize these efforts. For my career overall, my attitude has been one of curiosity. The more you can learn, the better you’ll understand the business, and then the deeper your knowledge will become, making you a better team member.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
Empathy underpins that discipline. Prickett has struggled in the industry. She has felt what it is like when promised support does not materialize. Having worked across almost every function in the company, she understands operational detail and the pressure agents face. That shared experience shapes her leadership.
Structural barriers also shaped her path. As a woman and a mother, she encountered the assumption that serious business building required keeping priorities “out of order for a time.” She also experienced the double standard that frames firm women as difficult while praising similar behaviour in men.
“If you have a choice between being liked and doing the right thing, doing the right thing is always better, even if it’s the unpopular thing,” Prickett says.
She wants to dismantle the expectation that women must choose between career and family, or between strength and kindness. In her view, leadership demands both conviction and care.
Being named an Elite Woman carries weight. Prickett did not have female role models in the industry when she started. She hopes visibility changes that. “I hope I can be an example. Not of perfection, but of persistence. Of building from your values and staying true to who you are.”
The legacy Prickett is still defining centres on proof – proof that a large, profitable company can grow without sacrificing integrity; proof that agents can build real assets while keeping their priorities intact; and proof that leadership does not require abandoning who you are to succeed.
“If you have a choice between being liked and doing the right thing, doing the right thing is always better, even if it’s the unpopular thing”
Lee-Ann Prickett,
Experior Financial Group
“What I’ve learned is that when you build from your values, when you put people first, when you do the right thing even when it’s hard, that becomes your plan”
Lee-Ann Prickett,
Experior Financial Group