Women and Wealth

There is iStock_000049528068_Largea lot of buzz lately within the financial services industry (particularly the wealth management space) about women and wealth. In fact, the topic was featured during the Canadian national conference of the Society of Trust and Estate Practitioners (STEP). A panel of industry experts, including our own EVP of Concentra TrustPina Melchionna, discussed the implications of the female economy controlling the largest emerging pool of wealth over the coming years.

In a blog post summarizing her conference experience, Elaine Blades, estate and trust professional, shares the compelling statistics on women and wealth along with her takeaways for the financial services industry.

Concentra Trust has been serving Canadians for over 60 years with tailored solutions to manage and transition wealth.

800.788.6311 #1888
executorease@concentrafinancial.ca
concentra.ca

 

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