WIL Talk #81 Jill Knowles, CFP, CIM, CFDS, Senior Wealth Advisor, Portfolio Manager

Jill Knowles from the Sharpe-Way Group of Scotia Wealth Management joins us for a conversation to discuss how we empower women to take control of their financial futures, whether that is due to loss, divorce, being single, etc. empowering women to make confident financial decisions for their family, their business, their future. Whether you’re the primary financial decision-maker, a partner in decision-making, or financially independent.

In Canada, women have historically been underserved by the wealth management industry. However, now women are becoming more financially empowered and seeking professional advice and services for their financial situations:

94% of women investors want to learn about money and finances97% of women are involved in financial decision-making for their household97% of women are involved in financial decision-making for their household90% of women investors see advice from a professional as helpful for one or more life eventsOnly 22% of women have a formal written financial plan prepared by a professional$1 trillion in assets is projected to change hands by 202880% of women change their advisor within one year of the death of a spouse or partner

Jill shares many tips and tools with us on how to be prepared, what questions to ask, and most importantly why it is so important to be involved fully with your financial future.  She has shared many great resources with you to give you insight and potentially answer some of the questions we did not get to today. 

This is a must-listen to episode. If you have additional questions please reach out to Jill directly or I am happy to share your questions. These are conversations we need to have and share with our communities.

If you are interested to learn more about your own leadership strengths and gaps, take our free Leadership quiz and let us know what you discover about yourself.

https://www.wilempowered.com/quiz/