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As a woman in business, Lynn has always felt an affinity towards fellow professional women and entrepreneurs leading her to write a series for The Montrealer on “Women and Wealth.” It’s an extension of many of the conversations Lynn and Fadi have with the professional women our team serves.
Nearly 90% of women will be sole financial decision-makers in their households at some point in their lives1 and yet, women are largely underserved in the wealth management industry. Women also often have interrupted careers as a result of family responsibilities and often earn less than men. Contrasted with longer life expectancy, this adds up to a more urgent retirement and resiliency plan.
We’re in tune with these unique needs of women both as independent professionals and key financial decision-makers within families. We have built long-term relationships navigating life both pre- and post-retirement in a way that upholds your values and goals.
These are just some of the ways that, as a professional woman, your needs are unique and complex. Contact us for a copy of our article Financial Challenges Women Face and to learn more about winning strategies that can help you to advance your goals and secure your future.
 Women and Wealth white paper. Strategic Insight 2017