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Zac Maloney
Byron Elliott
Valerie Bieniara

Address
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
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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:


TAILORED PLANNING

We calculate financial plan targets to meet your specific needs. We factor in gender differences in pay, career breaks, longer lifespan, etc.  

 

TAILORED RECCOMENDATIONS

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