Helping independent women

make the most of their lives


More and more women are taking greater control over their financial futures, and we are proud to play an important role in guiding and advising our female clients. Many of the women we serve are busy professionals or business owners who realize they could benefit from having experienced financial guidance, or who may be experiencing a life-changing event such as divorce or the death of a partner. Our team is here to help guide them through the financial complexities.

There are many financial issues unique to women. Their careers may be paused when they have children, which can result in smaller Canada Pension Plan payments down the road. Women may find themselves caring for aging parents, and have to deal with the demands of career and family simultaneously.

Additionally, women have longer life expectancies than men, which raises the risk of running out of money in retirement. Furthermore, the death of a spouse can have major financial implications. There are medical bills and funeral expenses, and decisions to be made regarding matters such as life insurance proceeds, and the retitling of financial accounts. We are here to help them plan for moving forward with their lives.

To help women in marital transition, we guide them through the financial details of the divorce settlement process to help minimize surprises. Whether newly divorced or presently going through a divorce, we can assist women and their legal advisers with financial issues such as ascertaining the future value of retirement assets and pensions, and managing taxes. After a settlement has been reached, we work with you to create a plan to support your current lifestyle and pursue your future goals.

Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as financial advisors of Raymond James we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

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Portfolio management

It results in benefits beyond just having an off-the-shelf investment plan.
HOW IT HELPS YOU