Female advisors, especially, are in a unique position to capture business from this demographic as 80% of women leave their advisor when their spouse passes away
The results of research on Alberta-based issuers reveal that women representation on boards varies greatly depending on a company’s size
MD is the exclusive financial services partner for women physicians’ organization
Roundtable to examine issues uncovered in a regulatory review of over 700 TSX-listed issuers
Women think differently from men when it comes to finances
Avoid jargon and make your advice meaningful
Financial planners risk losing business if they don’t recognize that women have more power and money now than ever before
Listen to what women clients say and engage with them one-on-one or in small, intimate, women-only gatherings
Women seek financial advisors who understand the challenges they face
B.C. insurance advisor among honourees