Women in the Know

Welcome to Women in the Know

June 6, 2023

Welcome to Women in the Know, a dedicated space on our website for fostering financial understanding and enhancing your wealth management journey. Women in the Know was born from our belief that women deserve strong advocates in all aspects of life, especially financial management.

Like many women, our financial views and strategies are shaped by our experiences. From our first savings accounts to managing personal investments, navigating market fluctuations, to understanding the intricacies of financial planning, our journeys have been as diverse as they have been instructive. They have not only given us first-hand insight into the challenges many women face but have also solidified our commitment to guiding others along their financial paths.

Whether you’re nearing retirement, standing on the foundation of your self-created wealth, or adjusting to new financial realities after a major life change like becoming a caregiver, divorce, or widowhood, we are your partner. We also provide guidance to those interested in socially responsible investing mandates.

We understand that many people harbor financial fears, particularly about running out of money during retirement. As experienced advisors, we understand this concern and are here to help you tackle these fears. Think of us as your trusted crew, providing the reassurance and expertise to navigate your financial journey confidently.

Our goal is to support, educate, and help you make informed financial decisions that will secure your future. Together, we can reshape the narrative around women and wealth, ensuring that every woman is in the know.

Susyn, Patti, and Karen

Your Wagner Investment Management Team

Recent Posts

Last Month in the Markets – September 2025 – Rate Cuts, Inflation Creep, and Shutdown Surprises

Investors focused on equities and enjoyed spectacular performance over the last three months, including last month. From an economic news perspective, it was a relatively calm month. Conditions that had been in place continued their paths as indicators held their trajectory. Employment remained soft, inflation ticked upward, and central banks cut rates as a result.

Fall 2025 Newsletter – The Wagner Investment Management Team

As autumn settles in, it’s a perfect time to take stock of the year and prepare for what’s ahead. In this issue, we explore the bifurcation in investor sentiment—where AI-driven optimism meets cautious valuation concerns. We unpack how artificial intelligence is reshaping productivity and capital markets, and why today’s tech giants differ from past bubbles. You’ll also find timely insights on rising education costs, year-end tax planning strategies, and the importance of safeguarding estate documents. Whether you’re navigating market exuberance or planning for family and legacy, this season offers a chance to align your financial goals with clarity and purpose.

Last Month in the Markets – August 2025 – Tariff Tensions, Trade Turbulence, and Inflation Indicators

The TSX was the clear star among North American equity indexes last month, moving nearly 5 per cent above its closing value at the end of July. Not only did it best the S&P 500, Dow and NASDAQ in August, it leads all of them in year-to-date and one-year performance. This has occurred despite the threats and imposition of tariffs from the U.S. President Donald Trump and his administration, and the recently muted response from the Canadian government.

Power Of Attorney And Health Care Directives: Simple Steps for Peace Of Mind

Planning for the unexpected is something we all know we should do, but it’s often delayed until it’s too late. When I meet with clients, estate planning usually takes center stage. But what about planning for the “what ifs” while you’re still alive? In many ways, that’s even more important.

Last Month in the Markets – July 2025 – Trade Tensions, Rate Resilience, and Equity Elevation

Equity indexes had a productive month. New all-time highs were reached several times by the TSX, S&P 500 and the NASDAQ. The Dow nearly achieved the same feat. The effects of President Donald Trump’s global trade war have not had significant effects on nations, yet. For major economies the negotiated or imposed tariffs have not been implemented, or have not been in-place long enough, for inflationary, employment and output effects to have materialized.

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor.