Understanding the challenges women investors face and how we help
While all women are unique, many face similar challenges such as time away from careers to care for family or aging parents, the likelihood of marrying later in life or finding yourself suddenly single from a divorce or outliving your spouse or partner. How you approach these life experiences may be different. Doesn’t it make sense to be as educated and involved as possible when it comes to your finances? We think so.
We understand the challenges women face and how to help you get the answers you need to make decisions about your investments and your estate. And as your life changes, we’ll be here to help you readjust and move forward with a financial strategy designed to meet your current and future needs. To us, each situation presents a challenge and an opportunity to make smart, pragmatic financial decisions.
Services Include
- Wealth & Investment Management
- Insurance & Annuities
- Tax Planning
- Strategic Charitable Giving
- Legacy Planning
- Wealth Transfer
- Risk Management
Weave more of what you love into everyday life
Relaunching your career with a returnship
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Full hands, full hearts: becoming a caregiver
Double the inheritance, double the planning
7 tips for financially and emotionally navigating a divorce
Wise Words From Six Wildly Successful Women
Emergency Savings Calculator
- 3 Keys Wealth
- 210 Lakeshore Rd East, Suite #8 Oakville, ON L6J 1H8
- T: 647.837.5934
- Map & Directions
- Map & Directions
