Women Are Kicking Their Financial Advisors to The Curb

Category : York 24-7 Exclusive Series', What She Said
Jul 20, 2020

There is a currently a HUGE transfer of wealth happening in this country and it is estimated that by 2026, women will hold half the wealth in Canada. With that in mind, financial advisors of old will need to reassess how they connect with their clients. Dilys D'Cruz, VP of Wealth Management with Meridian Credit Union joins me to discuss the changing landscape of wealth and what women really want from a financial advisor