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Women have distinct challenges that underscore the need for Financial Planning.   

 

These may include:

  • Career disruption to have children resulting in women earning less than men
  • Greater life expectancy than men
  • Financial loss following divorce
  • Greater likelihood of being widowed
  • Overly cautious investment approaches

 

Financial Security begins with a plan.

 

Whether you are an entrepreneur, business professional, single parent, retired widow

or working through a life transition, together we can create a comprehensive financial strategy.  Let's start today and move toward your future with confidence.                                                                                                                                                                                                                         

 

Click here to email Tanya for a 20-minute telephone call or Zoom consultation.    

 

                                                                           

                  

Resources:

 

Women & Financial Independence 

The following statistics help illustrate how Canadian women perceive their financial independence and literacy. 

 

Women & Wealth: The Gender Question

Do women and men have different investing behaviors? read to find out more...

 

Women & Wealth: The Value of a Financial Plan

Post-pandemic shecession - How to navigate these unique challenges.

 

After Divorce: Supporting your Own Finances

7 keys tips

"Tanya is great to work with, I always find my statements confusing and she answers all my questions.  Together we have created a plan and my money is now working for me at multiple levels and I feel confident my investments will meet my retirement goals."

Heidi C   ⭐️⭐️⭐️⭐️⭐️ |  Vancouver, BC

 

"I am on track to achieve financial independence and freedom.  Because of her advice and the team's guidance on our investments, I look forward to my retirement with anticipation not apprehension." 

Savannah R  ⭐️⭐️⭐️⭐️⭐️ |  Squamish, BC

 

"Tanya has great communication skills and is always available to review my portfolio and provides great advice.  She is genuine and you can see the passion she has for helping people manage their money."  

Lillian H  ⭐️⭐️⭐️⭐️⭐️ |  Winnipeg, MB

 

 

Contact us today

Please fill out form below and we will coordinate a time for you to speak with Tanya.

Please fill out form below and we will coordinate a time for you to speak to Tanya