Episode Summary
Women are increasingly taking the lead in managing their families' finances, but many still face challenges in feeling confident about their financial decisions. In this episode, Wealth Advisors Cassandra Cross and Dami Gittens explore the crucial role of financial literacy and empowerment, and why it’s so important for women to take control of their financial futures.
Drawing from their own experiences growing up in households with traditional financial roles, Cassandra and Dami share practical tools and strategies for women to feel more confident in their financial decisions. They also discuss the impact of financial literacy, managing stress, and the unique approach to legacy planning that they find resonate with many women.
Highlights
1:20 - Cassandra's story and views on women and finance
2:50 - Encouraging women to gain the knowledge
5:00 - The goals and the legacy of the client
7:20 - Financial literacy and workshops
9:20 - Legacy planning case study
12:30 - Resources and next steps for women gaining confidence
Episode Featured on:
The Wealth Exchange
The Wealth Exchange podcast provides insight, innovation, and access to the experts on a wide range of topics affecting affluent families across Canada. Join our team of hosts as they sit down with leaders and changemakers from around the globe to discuss investing, leadership, philanthropy, entrepreneurship, and more.
Disclaimer
This presentation contains the current opinions of the presenter and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Please speak to your NWM advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. NWM Fund returns are quoted net of fund-level expenses. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Projected returns are estimates only. Returns are not guaranteed. NWM is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities’ commissions in Canada.
