Viewpoints about Wealth
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Why more women should seek careers as financial advisors
In Canada, women account for less than 20% of financial advisors. With a transfer of wealth to women expected to take place alongside a wave of retirements in the financial services industry, there has never been a better time for women to take on the role of advisor.
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The value of financial planning
Financial planning is key to achieving long-term financial stability, regardless of your net worth. It involves setting goals, identifying risks, and creating strategies to manage your assets and obligations effectively. Here are 10 ways financial planning can help you navigate life’s uncertainties with confidence and clarity.
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Why every woman needs a retirement plan—and a retirement plan B
Many Canadians ignore future planning—including women. But we’re doing more, earning more, and even living longer. While everyone needs to plan for what’s ahead, women should take charge now.
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Women’s wealth is growing: advisors need to keep pace
Women control more wealth than ever, and are poised to control even more. Despite this, they are frequently underserved by a financial services industry that has long been run by, and for, men. Advisors need to adjust their approach to seize the challenge and opportunity of this financial shift.
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