senior leadership and 50% female directors on our board.
The mission of Women & Wealth at BMO Wealth Management is to help women organize and understand their financial picture and identify various “what if” scenarios to aid in critical decision making.
How common is it for women to find themselves in a position where they are suddenly the decision maker in their finances?
Just about every woman we touch at BMO will become solely responsible for her finances at some point in her life. An unprecedented amount of assets will shift into the hands of women in America over the next 3-7 years, representing a $30 trillion opportunity.
What would you like to say to those who are thinking about taking advantage of the Women & Wealth program?
I would say, take control of your personal financial future, reach out to the professionals at BMO and feel the peace of mind of knowing that you are on the way to your goals, and that you know what to expect in the best-case scenarios of life and in the worst.