Who We Help
Meeting the Diverse Financial Needs of Women
Today, a higher percentage of women participate in the workforce, run household finances, balance family needs, careers, take care of relatives, and more. Women also have a longer life expectancy at 81 years versus 77 years for men, based on figures from North America. This means planning needs to account for this longer life and ensure your money does not run out.
A Company That Listens
It can be challenging to find a company that values your personal experiences and appreciates the balance between financial and life goals. Our tailored approach encourages and promotes discussion, considered objectives, and innovative thinking.
We welcome questions and consider them as a way to get to know you better and understand what your wealth means to you.
Whether you’re a corporate executive, a parent balancing career and family demands, recently divorced and now in sole charge of your finances, or a widow looking for guidance on how to move forward, our compassionate approach provides the self-assurance you need to have total confidence in the financial decisions you make.
Tailored, Transparent, and Distinct Advice
Crucial to your continued success is a plan that is tailored to your needs, is understandable, implementable, and adaptable enough for when circumstances change.
Our forward-thinking approach to planning enables you to have longer-term financial security while still addressing near-term financial goals for you and those you care for. Our proposals are written in jargon-free language that’s easy to understand and addresses your unique preferences.
Success Beyond Numbers
For women in charge of their own finances, knowing you are prepared for both now and the future is reassuring and allows you to enjoy life without financial doubt. Your plan should also reflect that success is more than numbers on a balance sheet and includes other life events and achievements. It may also involve looking after loved ones or contributing to causes you hold dear. We understand the need to incorporate all these factors into a plan that complements your life.