Investing with Women
86% of Investment Advisors are men, with an average age of 50+. Globally, 67% of female investors feel their wealth manager misunderstands their goals or cannot emphasize with their lifestyle1
. Women face a unique set of financial challenges as well as goals and priorities; longer life expectancies, career patterns, caregiving responsibilities, and income differences, to name a few.
Depending on your salary and the market's performance, the real cost of the investing gap over a 35- year career span could be more than $1 million2
Maximize your chances today by working with us to reach your goals:
We calculate financial plan targets to meet your specific needs. We factor in gender differences in pay, career breaks, longer lifespan, etc.
We take the time to understand what is important to you and your family. We suggest how much you should contribute based on your financial profile and gender specific financial traits.
GOAL BASED INVESTMENT MANAGEMENT
We provide aligned investment advice in simple and straight forward terms to increase the probability of a sound outcome. We recognize that different goals require different investment strategies.
For more information, please contact Valerie Bieniara at 416-359-6981 or by email.
Figure 1 – EY: Women and Wealth, The Case for a Customized Approach
Figure 2 - Time: Gender Wage Gap: Women Invest Less