Women in the Know

Savvy Women Invest With Purpose Workshop

Savvy Women Invest With Purpose Workshop  

When:  

  • Dates: April 10 & 16, 2025  
  • Time: 4:30 P.M.   

Where:  

  • Location: Petroleum Club  
  • Room: The Trophy Room  
  • Coffee/Tea/Snacks Included  

Savvy Women Workshop—Event Details

What the Evening Covers:  

  • Investing with Purpose—understanding your financial strengths, aligning investments with your values, and making informed decisions for long-term success.  
  • Women & Wealth—how women are managing an increasing share of financial assets, the impact of wealth transfer, and the importance of financial confidence.  
  • Planning For Success—navigating financial challenges unique to women, balancing longevity and caregiving responsibilities, and using wealth to create meaningful impact  

Contact Person:  

Register

My Money Story

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

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 ...
Read More →

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.

© 2025, Wellington-Altus Private Wealth Inc.  ALL RIGHTS RESERVED.  NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca