Spotlight: Winning With Women

In Canada, it’s estimated that $3.2-trillion in total assets and $1.1-trillion in financial wealth alone will be controlled by women, based on figures compiled by research group Investor Economics.

In a panel moderated by Caroline Dabu, panelists Charyl Galpin, co-head of BMO Nesbit Burns, Private Client Division, and Margot Geddie, Senior Vice President of Morgan Stanley will discuss the opportunity of connecting with women investors, the costs of missing it, and what the best firms and advisors are doing about it at the 2014 Distinguished Advisor Conference. 

• Understand why gender intelligence is both a big opportunity and a sweet spot in the financial services.
• Learn why and how your business model must change to take into account the specific needs of women in an approach that resonates with them.
• Foster strong relationships with the whole family today to strengthen your success factor in the future.

Moderator: Caroline Dabu

Caroline Dabu is Head of BMO Financial Group’s Wealth Planning Team. Charged with integrating financial planning across BMO Financial Group’s wealth businesses, Caroline leads an expert team located across Canada and in the U.S.

Panelist: Charyl Galpin
Co-Head BMO Nesbitt Burns, Private Client Division

PCD is BMO Financial Group’s full-service investing line of business which manages over $135 billion in client assets through a sales force of more than 1,300 Investment Advisors and a total employee base of 2,400.

Panelist: Margot Geddie
Senior Vice President, Morgan Stanley

With over 25 years of experience as an advisor and planner, Margot is a highly successful Investment Advisor who has successfully integrated planning to build her business to new heights.

Join Caroline, Charyl, Margot and other outstanding thought leaders in the tax and wealth advisory industries November 9-12, 2014 in the beautiful Texas Hills at the Distinguished Advisor Conference. Be sure to register by September 30!