Strategy
Wealth Management Needs More Women Advisors - RBC Dominion
As part of its aim of developing its women investment advisors,
Canadian wealth manager
RBC Dominion Securities is currently hosting a national Women in
Wealth Management Symposium in
Vancouver.
David Agnew, national director,
RBC Dominion Securities, said: “As wealth management becomes
increasingly relationship-based, women are well-positioned to
capitalise on their expertise in this area. 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 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.
