Personal

How to Turn Financial Anxiety into Action

“I feel a pit in my stomach when I look my personal finances. I get overwhelmed and shut down. Money just makes me so nervous." -Jacqueline, 42 year old divorced mother and career professional Have you ever felt like Jacqueline? If so, you are not alone. Eighty-one...

Building Confidence as an Investor

If you’re looking for more confidence in your investing abilities, you’re not alone. A February 2018 study by the Financial Planning Standards Council of Canada noted that nearly four in 10 Canadian women, regardless of education level, age, or marital status felt...

Having Difficult Conversations with Your Advisor

Discussing personal finances is challenging for many people, especially women. Like it or not, women are still judged more harshly than men for being profit-motivated, negotiating salaries, and asking questions of their financial services professionals. These societal...

How a Strategic Giving Plan Can Help

Erin is finally making enough money to cover her living expenses and save for the future. She wants to start making charitable gifts; but, is overwhelmed by the choices. “All the organizations that contact me look worthy of my donation. But I can’t afford to give to...

Meet Danae Davis

We have honoured over 180 women with our Celebrating Women program. As part of Black History Month we asked our past honourees a few questions to learn more about them. Danae Davis is currently the Executive Director of Milwaukee Succeeds, a citywide partnership...

Holistic Giving Practices

A few thoughts on some of the issues facing women that uniquely influence their planning decisions as indicated in BMO’s Women in Wealth report In 2015, BMO commissioned a report called “Women in Wealth.” The findings of this report indicate that women have made...

How to Turn Financial Anxiety into Action

“I feel a pit in my stomach when I look my personal finances. I get overwhelmed and shut down. Money just makes me so nervous." -Jacqueline, 42 year old divorced mother and career professional Have you ever felt like Jacqueline? If so, you are not alone. Eighty-one...

How a Strategic Giving Plan Can Help

Erin is finally making enough money to cover her living expenses and save for the future. She wants to start making charitable gifts; but, is overwhelmed by the choices. “All the organizations that contact me look worthy of my donation. But I can’t afford to give to...

Holistic Giving Practices

A few thoughts on some of the issues facing women that uniquely influence their planning decisions as indicated in BMO’s Women in Wealth report In 2015, BMO commissioned a report called “Women in Wealth.” The findings of this report indicate that women have made...

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