As a Female Financial Planner, my Vision is . . .

To ENLIGHTEN, EMPOWER and EQUIP Canadian women of all ages and income levels with financial planning INFORMATION and SOLUTIONS necessary to help improve their cash flow, GROW their net worth & PROVIDE for their own secure retirement.

Presenting an Educational Series entitled:

P.I.N.K. – Protection, Investments and the Need for Knowledge

This is a series of 4 Lunch & Learn sessions – for Women Only – with a vision to educate, empower and prepare Canadian women with the information, financial planning strategies and solutions women need to grow their investments, provide for a predictable retirement and protect their personal, business and family assets.

The information contained in the presentations engages and equips females with the financial information and trusted guidance they need to make more informed life choices for themselves and their families. Please rest assured, these sessions are purely educational and not a forum for selling products.

In a financial world historically dominated by men, this forum provides women with a new, unique opportunity to learn about their finances and ask a female financial planner questions they may not otherwise feel comfortable asking if men were present. Women understand each other and the unique pressures and challenges we face.

Did you know ?

• 84% of Canadian women do not have a back-up plan for spousal death, divorce or separation
• 45% of women aged 65 or older are divorced, separated or widowed
• Women live 5-10 years longer, retire earlier yet contribute 30% less to their RRSP’s than men
• 90% of women will be forced to manage finances on their own due to divorce or loss of spouse
• 48% of polled women do not have a financial plan of any kind

Historical gender roles and responsibilities were often geared towards the male being the sole breadwinner, however, Boomer women are the first generation to have participated in the workforce for most or all of their adult lives. Women have since had competing priorities including family, children and careers which have forced them to put their financial health on the back burner. When faced with a divorce, the death of a spouse or even the death of a parent, is a difficult time to take a crash course in financial management.

It’s time to turn the historical roles upside down and prepare and empower women with the financial knowledge they need to secure their future independence! You can help many of your female colleagues take the first step towards this financial freedom by offering the PINK presentations as a Lunch & Learn series at your workplace.

I would be pleased to meet with you to review the PINK Financial Literacy Program in more detail and discuss different ways this program may be used at your workplace.  I am very excited about PINK and sharing this information to educate, empower and protect as many women as possible!

Empowered Women, Empower Women

Some Valuable Resources for You . . .

What Women Want from their Financial Advisor . . . The Globe & Mail – October 2016

“Mom . . . Where Did Dad Keep the Financial Records?”. . . Silver & Gold . . Sept 2009

P.I.N.K Reference Letter – Catholic Children’s Aid Head Office – Hamilton

Divorce Preparation Worksheet – A reminder of the documents you will need to gather for a separation or divorce

Definition of a Legal Spouse

Divorced or separated: Splitting Canada Pension Plan (CPP) credits

Home Budget Calculator

Affordable housing option for Women

The principal residence exemption – a powerful planning tool

Top 50 Advisors in Canada – Léony ranked #2!

Finding a Female Adviser – Rob Carrick

“The integrated, warmer approach to financial planning that clients are seeking today is a great match for the strengths and skills traditionally considered the female way of thinking.

That feminine viewpoint speaks to the contemporary client’s need for a financial plan that addresses more than just the numbers.”

says Ellen Rogin, CPA, CFP in her Jan 9, 2013 article.

Money is Power ♦ Invest like a Woman

Would you like to bring a P.I.N.K. event

to your workplace as a Lunch & Learn?

Contact Léony to arrange the dates! (905) 632-9900

There are many ADVANTAGES to having a female Certified Financial Planner on Your side!

⭐️ The #1 reason is we can empathize with your needs & concerns – why? Because we are mothers, daughters, wives, career women and caregivers too. We get it!

⭐️ We know what makes sense financially, but we intuitively understand what feels right for you, your comfort level and your season of life

⭐️ Much research has been done about gender culture and communications, and some of the findings show that women place high value on shared experiences, while men tend to be autonomous

• Women have different communication styles – we tend to be better listeners, more expressive and emotive and have an innate ability to understand non verbal cues
• Some research shows that a male culture leadership style can lean towards a hierarchy, while women govern for accord and harmony
• Women tend to be more diplomatic with their talk time and ask questions first and rarely talk over one another

Sit back and observe for yourself at your next dinner party, it’s interesting!