Women as Opportunity

“Ignoring women comes at a big cost!”

Full disclosure – I copied the entire headline from an article run in the business section of the Toronto Star on November 13, 2019 – Why? Because we couldn’t have said it better ourselves. In fact, it is exactly what we say to financial advisors and the financial community at large. The first paragraph of…

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Millennials: Your Path to Success

According to Schwab’s 2018 Modern Wealth Index, 31 percent of millennials have determined their financial goals and have a written plan. As a result, millennials are also more likely than older generations to have specific savings goals, work with an investment advisor and regularly re-balance their portfolio. Clearly attracting millennials makes sense, that is why they…

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