Financial industry needs more women investment advisors,
says RBC Dominion Securities
The financial industry needs more
women investment advisors to meet the evolving needs of clients, according to
RBC Dominion Securities. As part of its ongoing commitment to develop its women
investment advisors, RBC Dominion Securities is hosting the first national Women
in Wealth Management Symposium from September 7 to 9, 2008, in Vancouver.
"As wealth management becomes
increasingly relationship-based, women are well-positioned to capitalize on
their expertise in this area," said David Agnew, national director, RBC Dominion
Securities. "We also need to be representative of our clients. Our industry
needs more women to reflect the reality that women increasingly manage their
financial affairs on their own."
According to June 2007 edition of
Investment Advisor Magazine, 80 to 90 per cent of women will be solely
responsible for family finances at some point in their lives and women prefer
women advisors to men two to one.
The symposium is designed to assist
women in addressing the wealth management needs of their clients. Key topics and
presenters include:
-
Long -Term Care - Karen
Henderson, Certified EPC, Educator, Speaker, Author,
Publisher and Founder, Long Term Care Planning Network
-
Executor Services -
Catharine Turner, CFP, FMA, Estate & Trust Specialist
-
Will and Estate Consulting
- Lisa Pape, B.A., LL.B., TEP, Will & Estate
Consultant
-
Financial Planning for
Women in Divorce - Eva Sachs, CFP, Certified Divorce
Financial Analyst
-
"Putting yourself first" -
Dr. Joti Samra, R.Psych., Clinical Psychologist
The symposium will also help create
a sense of community, build a network for women advisors and teams at RBC
Dominion Securities and offer a forum for sharing ideas and best practices.
"Too often women do not even
consider a career as an investment advisor," said Lori Pocock, vice-president,
Business Development, RBC Dominion Securities, and the lead organizer of the
Women in Wealth Management Symposium. "Having been with RBC Dominion Securities
for more than 18 years, I can tell you that this is a great time for women to
consider this career because the role now extends far beyond making investment
recommendations. Clients want their investment advisor to help them deal with
complex family issues, including the care of aging parents, succession planning
for a family business and paying for a child's education."
Bobbi Benson,
an investment advisor who recently joined RBC Dominion Securities, added, "I am
really impressed that RBC Dominion Securities gave me an opportunity to meet my
peers and recognize the value of encouraging more women to enter our business.
The experience has reinforced my belief that RBC Dominion Securities is the best
firm in the investment industry for women." |
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