Female Investors Financial planning designed for your individual needs

Women often face different challenges than men in protecting their wealth and creating a safer future. Many of you have stayed at home, or taken time away from careers to raise a family or care for aging or ill parents. Others may find themselves single through the end of a marriage or the death of a spouse. Some of you may have been more involved in your financial planning than others.

You may suddenly find yourself needing to be more in charge of your financial well-being. We work with you to educate you on any financial planning questions you may have. It can be an overwhelming situation; we help to alleviate those concerns.

We are on your side to guide you in decision making now and for the future.

Female investor and financial planning services include:

  • Wealth & Investment Management
  • Insurance & Annuities 
  • Tax Planning
  • Strategic Charitable Giving
  • Legacy Planning
  • Wealth Transfer 
  • Risk Management 

Contact us for a 30 minute “Ask-us-anything” meeting to discuss moving you closer to a more certain future.

Access the Value of Confidential Integrated Wealth Management Advice on Your Current Investments

If a friend, family member, or family office has referred you to us, please email us at GrumWM@raymondjames.ca or contact us directly at +1 (403) 221-0315 to set up a confidential introductory meeting.