Episode Summary
When it comes to the future of wealth, one of the most significant financial shifts of our time is already underway.
In this episode of The Wealth Exchange, Chris Warner, Wealth Advisor and Practice Management Lead | Client Relationship Manager, sits down with Cassandra Cross, Wealth Advisor | Client Relationship Manager, to explore how women are increasingly shaping the future of wealth - and what it means for individuals, families and future generations.
Drawing on insights from Cassandra's recent article, Women Are About to Control More Wealth Than Ever Before, But Many Still Don't Feel Financially Confident, they discuss the forces driving this historic shift, how many women are building wealth in different ways, and why financial confidence has less to do with knowledge than may people think.
You'll hear:
- Why women are expected to inherit nearly 70% of the largest wealth transfer in history
- The key trends driving women's growing influence over wealth & financial decision making
- Why confidence - not capability - is often the biggest barrier to financial engagement
- The hidden cost of delaying important financial decisions
- How thoughtful financial planning can help navigate major life transitions with greater clarity and purpose
- Why wealth planning is about more than growing assets - it's about creating flexibility, choice, and a lasting legacy
As women continue to shape the future of wealth, this conversation explores what this historic shift means for individuals, families, and the next generation of financial decision-makers.
Episode Featured on:
The Wealth Exchange
The Wealth Exchange podcast provides insight, innovation, and access to the experts on a wide range of topics affecting affluent families across Canada. Join our team of hosts as they sit down with leaders and changemakers from around the globe to discuss investing, leadership, philanthropy, entrepreneurship, and more.
Disclaimer
This material contains the current opinions of the author, and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. Nicola Wealth Management Ltd. (Nicola Wealth) is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required securities commissions. All investments contain risk and may gain or lose value. Please speak to your Nicola Wealth advisor for advice based on your unique circumstances.
