Wealth for Women
The Fry Ormerod Wealth Advisory Group works with a solid and expanding percentage of high net worth women, including professionals, executives, and business owners.
Women have long been relegated to the sidelines of the financial services sector, where advisers have traditionally focused on men and their money. Now the tables are turning and wealth managers face an unprecedented transformation as more women outlive their spouses, hold an increasing share of jobs and take greater control over family finances.
Women have long been relegated to the sidelines of the financial services sector, where advisers have traditionally focused on men and their money. Now the tables are turning and wealth managers face an unprecedented transformation as more women outlive their spouses, hold an increasing share of jobs and take greater control over family finances.
Don’t let caregiving derail your financial goals
Personally and professionally, the challenges of being the sandwich generation are a regular topic of discussion. Louise was recently interviewed on this very subject by the Globe and Mail.
According to Statistics Canada, 52 per cent of women (8.4 million) are providing care to children or dependent adults, including 23 per cent who provide unpaid care to adults with long-term conditions and disabilities. Sandwich caregivers are also more likely to be women, with seven per cent providing care to both minor children and dependent adults.
To learn more, click on the link below to read the full Globe and Mail article. And, as always, please reach out to our team directly, if you have an specific questions or would like to explore this topic further, together.
According to Statistics Canada, 52 per cent of women (8.4 million) are providing care to children or dependent adults, including 23 per cent who provide unpaid care to adults with long-term conditions and disabilities. Sandwich caregivers are also more likely to be women, with seven per cent providing care to both minor children and dependent adults.
To learn more, click on the link below to read the full Globe and Mail article. And, as always, please reach out to our team directly, if you have an specific questions or would like to explore this topic further, together.
Women in Leadership
Louise Fry leads our practice in this area. It aligns with several initiatives with which she is currently involved, both within TD Bank Group and personally.
Louise is a committee member for Women Advisory Council and Women of Wealth (WOW+). These are both TD Bank Group supported initiatives focused on the recruitment and development of top female talent. Louise also volunteers as a mentor with the Forum for Women Entrepreneurs.
If you'd like to explore a relationship with Louise and our team, please reach out.
Louise is a committee member for Women Advisory Council and Women of Wealth (WOW+). These are both TD Bank Group supported initiatives focused on the recruitment and development of top female talent. Louise also volunteers as a mentor with the Forum for Women Entrepreneurs.
If you'd like to explore a relationship with Louise and our team, please reach out.
Mothers are frequently caring for more than one person, even multiple generations
As both a mother and an Investment Advisor, I have firsthand experience with the complex balancing act that many women undertake. For those of us who belong to the sandwich generation and are responsible for both the caregiving responsibilities of our younger children and our aging parents, it can be heightened.
I had the opportunity to speak with Wealth Professional about a recent TD survey that found 72% of Canadian mothers with children or taking care of adult family members, saying this has impacted their ability to achieve their long-term financial goals. While I've personally found it incredibly rewarding to support both children and aging parents, it is also extremely demanding. I see so many women navigating similar paths - it’s not just about investment advice, we need a practical plan that suits our lives or reflects our reality.
That's why Mother's Day is a nice reminder to celebrate moms and mother figures everywhere and offer support where we can. Happy Mother's Day!
I had the opportunity to speak with Wealth Professional about a recent TD survey that found 72% of Canadian mothers with children or taking care of adult family members, saying this has impacted their ability to achieve their long-term financial goals. While I've personally found it incredibly rewarding to support both children and aging parents, it is also extremely demanding. I see so many women navigating similar paths - it’s not just about investment advice, we need a practical plan that suits our lives or reflects our reality.
That's why Mother's Day is a nice reminder to celebrate moms and mother figures everywhere and offer support where we can. Happy Mother's Day!
Women and Investing
Women and investing wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.
