Personal

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...

Women and Wealth

There are many segments that private wealth firms are pursuing today. One in particular – women – will also represent close to half of Canada’s total wealth by 2026. Read...

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...

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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