Charting new horizons: empowerment and strategy in women’s wealth management

Underpinning these sessions was the adept moderation by Diana Oddi, Director of Marketing, Communications and Practice Management at Mandeville Private Client, who seamlessly wove together the narratives with a powerful metaphor, comparing women to eagles ready to soar and chart new paths. Oddi’s calm and reassuring presence as the moderator highlighted the importance of vision, agility, and courage in charting new, unexplored paths.

Julie Angus captivated the audience with her inspiring journey, blending tales of her daring ocean expeditions with lessons in overcoming barriers and innovating in the face of adversity. Her experiences, transcending the conventional boundaries of exploration and entrepreneurship, provided a metaphorical map for navigating the often-tumultuous waters of financial planning.

The incredible journey echoed a deeper message about women’s roles in fields like exploration and wealth management, where their presence has been disproportionately low. Angus’ journey underscored the importance of female representation in all spheres, including the challenging terrains of exploration and financial advice.

Complementing Angus’ narrative, the panel discussion delved into the practical aspects of financial resilience from a woman’s perspective. The panelists included Moira Klein-Swormink, Principal, Canada Wealth Management Solutions, Edward Jones; Erin Roy, Principal, Canada Branch Development Edward Jones and Andrew Sherbin, Financial Advisor Edward Jones.

With Canadian women expected to control $4 trillion in wealth by 2028 and their generally longer lifespans, the panelists explored the critical factors influencing women’s financial decisions. They discussed the necessity for financial advisors to tailor their services to the unique needs of women, emphasizing empathy, education, and comprehensive planning.