But less than half of women feel confident in their ability to make saving and investing decisions
Research suggests some women clients feel neglected. Here’s how to keep them on board
BMO Nesbitt launches family wealth campaign
BMO Nesbitt Burns survey shows many women take the lead on household financial decisions
Opportunity exists for financial advisors to help couples bring their retirement planning in line
Resources will help women better understand and take control of their personal finances
Differing attitudes of women and men about savings and investments have a real impact on their financial futures
Heather Holjevac, senior financial planner with TriDelta Financial Partners in Toronto, specializes in planning for “suddenly single” women who are divorced, separated or widowed. She discusses why she chose to focus her practice, and how she relies on referral relationships with centres of influence and networking groups to attract new prospects. She touches on how her business has evolved to include the family members of her clients. She spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre in Toronto.
$5,000 award helps women re-establish their careers in the capital markets industry
Joanne O’Hea is introducing women to the idea of a career in one of the last male bastions — the trading floor