On the TechTO stage ×1
First seen on the TechTO stage in 2025. Every talk is searchable — ask the archive about Helen ↗
In their words
Go where your customers go. It doesn't necessarily need to be in their office, but it could be a conference.
You want to practice your pitch, practice how you respond to those hard types of questions.
Showing that process can help your stakeholders understand where you are at in the process.
Quick answers
Where does Helen Hsia work?
She is Chief Compliance Officer, Chief Risk Officer and a board director at PortfolioHiWay, a digital investment dealer in Canada.
What did she do before PortfolioHiWay?
She held VP and Chief Compliance Officer roles at Canadian ShareOwner Investments (acquired by Wealthsimple) and led digital investment programs at Canso Investment Counsel.
What was her TechTO talk about?
A sales playbook drawn from 20-plus years in finance and technology, covering customer engagement and the B2B/B2C sales funnel.