Profile
Kaitlyn Davis, regional sales director at Desjardins, has built a career defined by intention, discipline, and a deep commitment to helping advisors succeed.
Drawn into wealth management through an early influence from her uncle, a financial advisor, she was inspired by the difference he made in clients’ lives. From the outset, she has focused on trust, relationships, and long-term value.
Professionally, Kaitlyn thrives in demanding, highly competitive environments. One of the biggest challenges in her current role as a wholesaler is earning advisor shelf space in a crowded marketplace with heightened know-your-product requirements, particularly as her firm continues to build broader brand awareness. She tackles this by leaning into education, consistency, and strong execution. She says, “Advisors trust me because they know I’m focused on helping them succeed, not just selling products.”
After taking over a new territory three years ago, Kaitlyn has delivered sustained, measurable growth. Her proudest achievement to date is a 465 percent year-over-year sales increase in 2025, alongside top mutual fund sales nationally. “It’s a reflection of strong advisor relationships and a truly collaborative team effort,” she adds.
At the core of Kaitlyn’s professional identity is a blend of technical expertise and empathetic understanding. She highlights her strongest quality as the ability to combine deep industry knowledge with a genuine interest in how advisors run their businesses. Advisors trust her because they see that she is focused on their success, as her approach is long-term and advisor-first. She says, “I’m highly relationship‑driven and genuinely invested in understanding my clients’ backgrounds and challenges.”
Kaitlyn’s product expertise is grounded in continuous learning and real-world application. She has built a strong command of solutions such as principal-protected notes, mutual funds, and ETFs through ongoing education, real-time case work, and close collaboration with portfolio managers and internal teams. Crucially, she focuses on how these solutions fit into real client situations rather than treating them as theoretical constructs, ensuring her recommendations are both practical and outcome oriented.
Her client strategy is anchored in understanding and responsiveness. Retention is then earned through consistent follow-through and showing up as a reliable partner not only when there is a transaction on the table, but whenever advice and perspective are needed.
Kaitlyn says, “My approach is proactive and highly responsive. Our team commits to a 24-hour response time, and I regularly share market insights, economic updates, and positioning ideas so advisors feel informed, supported, and prepared.”
Ultimately, Kaitlyn defines delivering as helping advisors feel confident in front of their own clients. Satisfaction, in her view, comes from being accessible, anticipating needs, and providing thoughtful solutions that genuinely improve client outcomes. Beyond her core role, she extends her commitment to service into the wider community, contributing through industry and community leadership on boards such as the Toronto Kiwanis Club, Advocis Durham Region, and Tobermory Primary Place – underscoring that for Kaitlyn, leadership is inseparable from giving back.
25 York St., Toronto, ON
647 984 1860
kaitlyn.davis@desjardins.com
linkedin.com/in/katie-davis-8808b71a
desjardins.com
Kaitlyn Davis
Regional Sales Director
Desjardins Investments
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Bio
Milestones
2012–2014
2014–2018
2018–2026
2023
2025
Sales Coordinator at Invesco
2012–2014
Wealth Sales Representative at Sunlife Global Investments
2014–2018
Regional Sales Director at Desjardins Investments
2018–2026
Top 50 Wholesaler by Wealth Professional
2023
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