Our difference
Wealth management for women and their families.
It’s a first in Canada! Women & Wealth ® is a brand new boutique style branch, providing professional wealth management to women and their families. It’s a place where conversations are focused on life events and important goals. In fact, it’s more than that…it’s also an educational centre for financial literacy and a place to highlight philanthropy within our community.
Women & Wealth ® is designed to address some of the unique financial planning concerns women may have, such as: longevity issues, lower pension amounts, years out of the workforce (caring for children or aging parents), becoming suddenly single, how to leave a meaningful legacy, etc.
We are the go-to resource centre for all things financial. (Think of us as a Money Concierge™). We manage relationships as well as investment portfolios. We listen to clients and we explain concepts in simple terms that are understandable. Our goal is to make wealth management educational and engaging.
We believe in creating a “client experience” that is unforgettable. We do this by offering an environment that is welcoming and modern. We then combine this with our customized wealth management, education delivery, and unique events, to go beyond a clients’ expectations.
- Entrepreneurs and business professionals
- Families (services are available in both English and French)
- Philanthropists
- Widows and divorcees
- Seniors (and special Power of Attorney situations)