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Financial industry needs more women investment advisors,
says RBC Dominion Securities
TORONTO, September 8, 2008 — The financial industry
needs more women investment advisors to meet the evolving
needs of clients, according to RBC Dominion Securities. As
part of its ongoing commitment to develop its women investment
advisors, RBC Dominion Securities is hosting the first national
Women in Wealth Management Symposium from September 7 to 9,
2008, in Vancouver.
"As wealth management becomes increasingly relationship-based,
women are well-positioned to capitalize on their expertise
in this area," said David Agnew, national director, RBC
Dominion Securities. "We also need to be representative
of our clients. Our industry needs more women to reflect the
reality that women increasingly manage their financial affairs
on their own."
According to June 2007 edition of Investment Advisor Magazine,
80 to 90 per cent of women will be solely responsible for
family finances at some point in their lives and women prefer
women advisors to men two to one.
The symposium is designed to assist women in addressing the
wealth management needs of their clients. Key topics and presenters
include:
- Long -Term Care - Karen Henderson, Certified EPC, Educator,
Speaker, Author,
Publisher and Founder, Long Term Care Planning Network
- Executor Services - Catharine Turner, CFP, FMA, Estate
& Trust Specialist
- Will and Estate Consulting - Lisa Pape, B.A., LL.B., TEP,
Will & Estate
Consultant
- Financial Planning for Women in Divorce - Eva Sachs, CFP,
Certified Divorce
Financial Analyst
- "Putting yourself first" - Dr. Joti Samra, R.Psych.,
Clinical Psychologist
The symposium will also help create a sense of community,
build a network for women advisors and teams at RBC Dominion
Securities and offer a forum for sharing ideas and best practices.
"Too often women do not even consider a career as an
investment advisor," said Lori Pocock, vice-president,
Business Development, RBC Dominion Securities, and the lead
organizer of the Women in Wealth Management Symposium. "Having
been with RBC Dominion Securities for more than 18 years,
I can tell you that this is a great time for women to consider
this career because the role now extends far beyond making
investment recommendations. Clients want their investment
advisor to help them deal with complex family issues, including
the care of aging parents, succession planning for a family
business and paying for a child's education."
Bobbi Benson, an investment advisor who recently joined RBC
Dominion Securities, added, "I am really impressed that
RBC Dominion Securities gave me an opportunity to meet my
peers and recognize the value of encouraging more women to
enter our business. The experience has reinforced my belief
that RBC Dominion Securities is the best firm in the investment
industry for women."
About RBC Dominion Securities
Building on more than 100 years of experience serving the
financial needs of clients, RBC Dominion Securities is Canada's
leading full-service investment and wealth management firm,
with more than $155 billion in assets under administration.
More than 1,450 investment advisors and portfolio managers
across the country help clients achieve their financial goals.
RBC Dominion Securities is part of RBC
Wealth Management, which directly serves affluent and high
net worth clients in Canada, the United States, Latin America,
Europe and Asia. RBC Wealth Management also provides asset
management and trust products and services directly and through
RBC and third-party distributors to all client segments, and
has C$500 billion of assets under administration, more than
C$240 billion of assets under management and more than 4,000
financial consultants, advisors, private bankers and trust
officers.
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For further information, please contact:
Rina Cortese, RBC Wealth Management, (416) 974-6970
Beja Rodeck, RBC, Media Relations, (416) 974-5506
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