Elevating women in the finance sector
8:00 am - 10:30 am ET
Wealth advisory has evolved significantly over the past decade. What was once largely centered on investment strategy and portfolio performance has expanded into a more holistic approach, the “total client”, one that addresses the full scope of a client’s life, from career progression and family planning to healthy longevity, major transitions, and legacy.
During this engaging panel discussion, senior women advisors draw on decades of experience to share candid insights into how their practices, client relationships, and the broader industry have transformed over time. They will explore the increasingly complex realities clients navigate today, including longevity and planning for longer retirements, navigating major life moments such as divorce or the loss of a spouse, career interruptions, caring for aging parents, aging-in-place, and managing the financial realities of becoming “suddenly single”.
The conversation will also examine the growing intersection of health and wealth, the unique pressures facing the sandwich generation, and what adopting a holistic advisory approach means for the future of wealth advisory.
Join us as we explore how experienced women advisors are actively championing innovation and shaping the evolution of wealth management.
Agenda:
Location:
Scotiabank
Cost:
Complimentary
This event is co-hosted with
