Episodes
Wednesday Mar 08, 2023
Women and wealth: Addressing the gaps – Michelle Munro and Kathryn Black
Wednesday Mar 08, 2023
Wednesday Mar 08, 2023
Today on the show, Michelle Munro, Director of Tax and Retirement Research, speaks about how Fidelity Investments Canada champions women issues and highlights research and trends regarding women and their finances. This is all in celebration of International Women’s Day recognized worldwide every March. Michelle is responsible for evaluating and communicating the latest tax and retirement research to financial advisors and investors. Her expertise focuese on estate planning, women and investing and of course retirement. But she also educates advisors on how to connect with female investors and how to strengthen those relationships. Michelle notes changing trends in education, work and earnings. She says changes in women in the workforce also go beyond gender diversity and extends into ethnic diversity, too.
Recorded on March 2, 2023.
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