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Women & Finance

Financial Empowerment for Women

Tailored financial and tax planning that addresses the unique challenges and opportunities women face.

Women & Finance

Women often face different financial realities — longer lifespans, career interruptions, and the wage gap. We help you build security and confidence.

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Articles in Women & Finance

Financial Planning After Separation or Divorce
Women & Finance

Financial Planning After Separation or Divorce

Separation reshapes every part of your financial life at once. Here is how to approach the practical decisions.

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Women and Longevity Risk: Planning to Live Longer
Women & Finance

Women and Longevity Risk: Planning to Live Longer

Retirement savings need to last longer — here is how to plan for it directly rather than hope for the best.

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Navigating an Inheritance as a Woman
Women & Finance

Navigating an Inheritance as a Woman

An inheritance often arrives with pressure to decide things quickly. None of those are good reasons to rush.

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Closing the Gender Retirement Savings Gap
Women & Finance

Closing the Gender Retirement Savings Gap

Career interruptions and the wage gap create a real gap in retirement readiness — one that can be addressed.

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Widowhood: A Financial Survival Checklist for the First Year
Women & Finance

Widowhood: A Financial Survival Checklist for the First Year

This checklist separates what needs attention soon from what can wait — and what can be done with help.

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Negotiating Salary, Raises, and Equity
Women & Finance

Negotiating Salary, Raises, and Equity — and What to Do With the Difference

The negotiation matters — but so does what happens to the additional income afterward.

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Estate Planning Considerations Unique to Women
Women & Finance

Estate Planning Considerations Unique to Women

Longevity, caregiving roles, and the likelihood of being the surviving spouse create considerations worth specific attention.

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Building Confidence as the Primary Financial Decision-Maker
Women & Finance

Building Confidence as the Primary Financial Decision-Maker

This is a role that can be learned — and the learning curve is shorter than it often feels at the start.

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Commuted Value vs Keeping Your Pension
Women & Finance

Commuted Value vs. Keeping Your Pension: Weighing the Trade-Off

A permanent decision that often arrives during an already busy job transition — here is how to think it through.

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Talking to Your Adult Children About Money
Women & Finance

Talking to Your Adult Children About Money

Avoiding the conversation does not avoid it — it just delays it to a harder time.

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Second Marriages: Cohabitation and Prenuptial Agreements After 40
Women & Finance

Second Marriages: Cohabitation and Prenuptial Agreements After 40

Combining established financial lives later in life calls for clarity — not because of distrust, but because of complexity.

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When to Hire a Financial Planner vs Doing It Yourself
Women & Finance

When to Hire a Financial Planner vs. Doing It Yourself

Certain life stages and decisions are where professional input tends to add the most value — here is how to recognize them.

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The Canada Caregiver Credit
Women & Finance

The Canada Caregiver Credit: Are You Missing Money You Are Entitled To?

If you support a parent, spouse, or family member, you may qualify for a credit you have never claimed.

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The Hidden Cost of Caregiving
Women & Finance

The Hidden Cost of Caregiving — and the Credits Designed to Offset It

Caregiving rarely shows up as a line item — but it adds up to more than most people realize.

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Joanne David CFP FCSI

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