On average, women are living longer, typically shoulder responsibilities involving care for children and parents, and may well be included in substantial intergenerational wealth transfers affecting Canadian families.
Women are also more likely to become the sole financial decision-maker in their lifetime.
Additionally, an increasing number of women are becoming the primary breadwinners of the household.
Women are strongly encouraged to adopt a proactive approach to managing finances. Such an approach encompasses such things as building a monthly budget, retirement planning, and estate planning.
Why not start with an honest conversation about goals, both short and long-term? At IG Wealth Management, we have identified five key financial areas that women should focus on as they look to build, grow and manage their wealth.
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By understanding clients' values and providing objective, timely and constructive advice, I can help them achieve their financial goals.
Throughout the ongoing relationship, I provide clients with peace of mind about the future. In turn, they will be comfortable naming me as their financial advisor of choice.
Over time, clients will demonstrate their satisfaction in choosing me by referring other qualified clients to me.
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This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Sunshine Pawchuk is solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Consultant