In this episode we are joined by special guest Michelle Munro. Michelle shares some of the gaps that women experience when it comes to their wealth – based on education, investing, health and longevity. She also talks about retirement and what women need to consider for planning for their own comfortable retirement. Michelle reminds how important it is for women to get invested and to embrace their roles as the chief investment officers in their households.
Disclaimer: The comments in this podcast are for general knowledge only and should not be interpreted as tax advice or recommendations. Every individual’s situation is unique and should be reviewed by his or her own personal legal and tax consultants.
About the Guest:
Michelle Munro is Director, Tax and Retirement Research for Fidelity Investments Canada ULC. Michelle is a leading member of Fidelity’s research team that specialized in issues around planning for and living in retirement with a special interest in women and wealth, estate planning and planning for life’s unexpected events. She is frequently interviewed by the media and speaks about both tax and retirement to investors and financial advisors across Canada.
Before taking this role, Michelle served as Director of Corporate Tax at Fidelity Investments Canada ULC for 10 years. As Director of Corporate Tax, she oversaw all corporate tax issues that impacted the Fidelity Canada organization. As well, Michelle is the past co-chair of Fidelity’s Women’s Leadership Group, an internal employee resource group aiming to develop and support women leaders.
About the Host:
I am a financial professional, who specializes in helping people to achieve their financial goals. My absolute passion is creating new possibilities in people’s lives by showing them the ropes when it comes to money. I’m here to spark healthy and positive conversations around wealth and investment and create a world where nobody is limited by their financial situation. I believe this begins with education and shifting our relationships with money. I love getting to witness people achieving their most ambitious goals and creating new possibilities for themselves and their families!
I love your questions! Reach out to me anytime at:
Email: kalee.boisvert@raymondjames.ca
Instagram: https://www.instagram.com/kaleeboisvert/
Twitter: https://twitter.com/wealthandwelln2
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