Women and Wealth
Women approach wealth differently than men. They often bring distinct perspectives and priorities to wealth management. Our approach is designed to reflect these perspectives—delivering personalized strategies that align with your goals, values, and evolving needs across every stage of life.
Dedicated wealth professionals who bring insight and perspective to the financial priorities of women- A comprehensive, forward-looking approach focused on building and preserving what matters most
- Established programs and initiatives that champion women in business
Discover women’s wealth by the numbers
- $4 Trillion
in assets will be controlled by Women in Canada by 2028. footnote 1
- 30%
Increase over the past 5 years in married women making financial household decisions. footnote 2
- Only 26%
Of Canadian women have a written financial plan. footnote 3
Women approach wealth differently
Women’s unique experiences and perspectives affect their money mindset, sparking priorities and values that often differ significantly from men’s.
For instance, your attention may be spread across raising children, working professionally in senior roles, owning small businesses, obtaining a higher education, and caring for aging parents. If you must leave the workforce for extended periods to care for others, your income and savings are likely impacted.
Life transitions tend to affect women more dramatically than men. For this reason, it’s important to have a Wealth Plan that enables you to pivot and is assessed regularly to ensure relevance. Being proactive and making informed financial decisions will help you prepare better to handle all eventualities.
Embrace your wealth journey with financial confidence
As a woman, your experiences, challenges and values drive your approach to money. Our goal is to help you balance your longer-term personal and professional priorities with your day-to-day financial needs while minimizing worry and uncertainty. We’re here to help you seize every opportunity, plan thoughtfully for yourself and your loved ones, and achieve real financial progress.
- Expert
Advice from a network of seasoned wealth professionals
- Bespoke
Insights curated for your unique financial needs, responsibilities and preferences
- Goals-Based
Solutions aligned with your financial goals and aspirations
Key wealth planning steps
Build financial confidence
- Determine your short- and long-term financial goals
- Create an investment plan with small, manageable steps
- Plan to protect what matters in case of the unexpected
Take control of your finances
- Work with a trusted wealth professional to create your comprehensive financial plan
- Regularly review your financial situation
- Plan for major goals such as retirement
How we help
At BMO Private Wealth, we partner with our clients to support confident, informed financial decision-making—today and for the future. We take the time to understand your current circumstances, priorities, and long-term objectives, working collaboratively to develop clear, actionable strategies aligned to your goals.
Our approach considers the full picture, including financial, personal, and family considerations, to help ensure your plan reflects what matters most to you. With a thoughtful and disciplined strategy in place, you can move forward with greater clarity and confidence.
Start the conversation
Connect with a BMO Private Wealth professional about your needs.