Women in the Know

My Money Story – Breaking Free from Vehicle Financing: My Journey to Financial Independence

Karen Routledge September 17, 2024

A vehicle is often a necessity; a way to get from one place to the next. It can also become a financial trap. As a ...

Conversations with a First Time Home Buyer

Karen Routledge August 28, 2024

Conversations with a First Time Home Buyer I’m passionate about financial literacy and find that many young people lack an outlet to discuss personal finances. ...

Giving While Living

Karen Routledge August 28, 2024

Giving While Living: Key Areas to Consider Before Making a Gift With the rising cost of living and economic challenges facing younger generations, more people ...

My Money Story: The Financial Cost of Infertility

Karen Routledge November 3, 2023

It is estimated that, on average, one in six Canadians experience infertility. I am one of those Canadians and wanted to share my story. It ...

Moving in Together: Financial conversations to have before you start packing.

Karen Routledge September 8, 2023

Diverse forms of relationships have always existed and living together is a common step. Discussing money might not be exciting at this stage, but knowing ...

Raising Financially Savvy Children: Teaching the Next Generation About Money

Susyn Wagner August 4, 2023

When I reflect on my path in the world of finance and investment management, I am always reminded of my extraordinary mother. In the mid-70s, ...

My Money Story: How a Summer Vacation Shaped my Future

Patti Dolan July 14, 2023

Summer days bring back childhood memories, and 1969 was one of my more memorable ones. My father changed careers from running his own accounting practice ...

My Money Story: The Debt Consolidation Trap – A Tale of Financial Missteps

Susyn Wagner June 21, 2023

Over the past many years, I've accumulated a wealth of knowledge and experience in the financial industry. But, like many others, my journey to financial ...

The Value of a Prenuptial Agreement – Lessons from A Financial Advisor’s Notebook

Susyn Wagner June 16, 2023

Throughout my years as a financial advisor, I've been privy to a variety of personal finance narratives. A recurring theme that often gets overlooked is ...

Welcome to Women in the Know

Wagner Investment Management Team 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 ...

My Money Story: Keep Your Credit to Yourself – A Cautionary Tale

Karen Routledge June 6, 2023

I’ve been in the finance industry for over 20 years, so one may assume that I have not made any mistakes when it comes to ...

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