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 – January 2025 – A Strong Start to 2025

What happened in January?

Equity performance for the first month of 2025 was strong. If, over the next 11 months, the indexes continue to rise at the same pace that they rose in January, their 2025 returns could potentially outperform their 2024 returns.

Investing Wisely: Avoiding the ‘Watched Pot’ Syndrome

When it comes to investing one of the most critical distinctions is understanding the difference between short-term and long-term goals. Short-term goals are often about control—paying down debt, saving for a vacation, or building an emergency fund. These are specific, measurable, and typically require immediate action. On the other hand, long-term goals like retirement or financial independence require more direction. They demand patience, discipline, and a steady commitment to making consistent choices over time.

Markets Recap: December & 2024 Year in Review

What happened in November? The previous month concluded with the release of positive inflation news, setting the scene for positive equity results in November. On October 31, it was announced that the U.S. Personal Consumption Expenditures (PCE) price index for September had dropped 0.2 per cent to 2.1 per cent on a year-over-year basis. As the U.S. Federal Reserve’s (the Fed) preferred inflation indicator, lower interest rates are anticipated.

Inflation will eat away at your investing returns

In this article, Susyn Wagner discusses how inflation can erode investment returns but also highlights opportunities in assets like real estate and commodities. She advises diversification and staying informed.

Winter 2024 Newsletter – The Wagner Investment Management Team

As the New Year approaches, it’s the perfect time to set your financial goals and ensure your investments are on track. Discover the benefits of portfolio rebalancing, check off essential tasks from your New Year’s financial checklist, and stay ahead with important reminders like the RRSP deadline.

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.