female-financier-FM3LY2T.JPG

PROFESSIONAL'S DIRECTORY

For Her

TWC Directory Seal F.png

The Professional's Directory For Her is a collection of Professionals that The Women’s Collection is pleased to endorse as Professionals we feel are best suited to support, service and advise women with their finances, wealth management, insurance and estate planning needs; among other key support services required to maintain financial wellness.

Each of the Professionals listed on this Directory have successfully passed our verification process and have demonstrated that they are prepared and equipped to support women in their field of expertise.

The Women's Collection confirms that all Professionals listed on this Directory have no criminal, compliance or regulatory proceedings or investigations based on our through review.

*Note: To join this Directory, there are no restrictions or discrimination against any specific sex, race, religion or beliefs. 

ALBERTA

 
Category: Financial Advisor
  • LinkedIn

Priscilla Ncube

Investment Advisor, Rosedale Private Wealth
Mandeville Private Client Inc.

Our boutique family office approach to comprehensive wealth management, addresses the sophisticated and often complex needs of successful women, their families and businesses. We specialize in providing guidance in the areas of diversification of concentrated wealth, intergenerational wealth management, business succession planning, tax and estate planning and philanthropy planning.

  • Intergenerational Wealth Transfer Planning

  • Philanthropic & Charitable Giving

  • Gender-Centric Wealth Management

  • Financial Planning

  • Investment Management

  • Responsible & Sustainable Investment Management

  • Insurance Planning

  • Business Succession Planning

Mandeville-Private-Client-colour.jpg

PHONE: 416.304.9440 ext. 2009
EMAIL: pncube@mandevillepc.com

Category: Insurance Advisor

Christine Lang, BA (Econ), CPA, CGA, CCS

President & Principal Advisor
LANG Financial Consulting & Wealth Solutions Ltd.

Christine is passionate about helping you live a big life!

A big part of the journey is coaching you to be make fully conscious and empowering decisions about your money, figuring out what’s most important to you and supporting you in not just getting there but enjoying the process.

She is a Chartered Professional Accountant (CPA) and finance professional with over 30 years of experience in business and in personal money, tax, and retirement planning. 

  • Insurance

  • Cash Flow

  • Retirement Planning

2ba1faaabd98-Logo_FilesFor_WebpngColor_logo___no_background.png

PHONE: 403.818.5980
EMAIL: langfinancial@shaw.ca

  • LinkedIn
  • Facebook
  • Instagram

BRITISH COLUMBIA

 
Category: Insurance Advisor
  • LinkedIn
  • Facebook
  • Instagram
  • Twitter
  • LinkedIn

Christine Conway,

CFP  , CLU  , CHS, CExP, BA, ACS

®

®

President, Braun Financial Services Ltd.

Christine is the President of Braun Financial Services and is the author of The Debt-Free Lifestyle, a personal finance book designed to help Canadians get out of debt, pay down their mortgage faster and prepare for a comfortable retirement. 

Braun Financial Services has called New Westminster home since 1977 and has helped hundreds of families across British Columbia secure their future and live with more peace of mind. Whether its by phone, video chat, or in person we are ready to help you in your financial decisions.

  • Insurance

  • Estate Planning

  • Family Wealth Transfer

  • Income Protection Planning

  • Retirement Planning

  • Financial Planning

05bad3255a03-Braun_Logo_Lockup_gradient_gold_Horizontal.png

PHONE: 604.521.3778
EMAIL: contact@braunfinancial.com

Category: Insurance Advisor

Cheryl Abbot, CPA, CGA

Financial Advisor
Bloom Financial

Cheryl Abbot, Founder and Principal of Bloom Financial Advisor, since 2014. Cheryl has decades of history working in the financial industry (since 1996), primarily in the area of tax audit and accounting.

Her natural inclination to help her friends and family with financial matters had led her to to pursue a career as a self-employed financial advisor. She couldn't be happier than when she is helping her clients meet their financial goals!

  • Insurance & Risk Assessment

  • Financial Planning

  • Tax Planning

PHONE: 604.416.1953
EMAIL: cheryl@bloomfinance.ca

  • Retirement Planning

  • Estate Planning

  • Mutual Funds

  • LinkedIn

ONTARIO

 
Category: Financial Advisor
e7a3b6477a26-CWM_RobynThompson_portrait1
  • Instagram
  • LinkedIn
  • Facebook
  • Twitter
  • Vimeo

Robyn K. Thompson, CFP   CIM   FCSI

®

®

®

Founder & President, Castlemark Wealth Management Inc.

Robyn is a financial expert and seasoned wealth management professional. With wide-ranging experience as a professional money manger and wealth advisor in today’s turbulent financial markets, she is the founder of Castlemark Wealth Management Inc., and registered with the Ontario Securities Commission as Associate Portfolio Manager at R.N. Croft Financial Group Inc. 

  • for her Planning Specialization

  • Integrated Wealth Management Service

  • Financial Planning for C-Suite

  • Comprehensive Financial Planning

  • Tax Planning

  • Estate Planning

  • Building Wealth

  • Insurance Solutions

6efe090efe0e-CWM_logo.png

PHONE: 647.352.5735
EMAIL: info@castlemarkwealth.com

Category: Financial Advisor

Francesca Rea, CFP   RRC

®

Financial Advisor, Assante Capital Management Ltd.

PATIENCE. PERSEVERANCE. REWARDS
This is Francesca Rea’s philosophy to build not only financial wealth, but a rich life. A Certified Financial Planner professional with more than 17 years of experience, her focused and tailored approach can help you achieve your family’s financial goals. Francesca will create a personalized solution to meet your financial goals by creating a comprehensive plan – backed by Assante’s experts.

  • Tax & Estate Planning

  • Retirement Income Planning

  • Business Succession Planning

  • Investment Planning Advice

  • Cash Management

  • Charitable Giving

  • Mortgage & Debt Management

  • Insurance Planning

6ff23f84a416-CI_AWM___K_E.jpg

PHONE: 905.858.5550
EMAIL: frea@assante.com

  • LinkedIn
  • Facebook
  • Instagram
Category: Estate Lawyer

Marc Ouimet-McPherson, LL.B

Lawyer | Avocat, Droit Ouimet-McPherson Law

Marc focuses on Estates and Estate Planning (Wills, Powers of Attorney), Real Estate (residential and commercial), Business Law and everything related to properly planning your future including your virtual assets and cryptocurrency.

Marc is fully bilingual and is pleased to offer all of his services in both official languages.

  • Estate Planning

  • Virtual Estate Planning ("Wills from Home")

  • Estates

  • Executor & Power of Attorney Services

  • Business Law

  • Real Estate Law (Residential & Commercial)

62fd2d636f34-Large_logo.jpg
  • LinkedIn
  • Facebook
  • Twitter

PHONE: 343.888.8913
EMAIL: marc@ottawa.law

Category: Mortgage Advisor

Kimberley Zakaib, BBE

Home Financing Advisor, Scotiabank Home Financing Solutions

With over 18 years of experience providing customized solutions from first time home buyers to seasoned investors and everyone in between.

Using an entrepreneurial style I can provide both advisory and product based services. My portfolio includes mortgage and investment products that leverage the broad network of Scotiabank’s innovative financial approach.

We can also provide alternative lending solutions that are beyond the breadth of the Scotiabank financial products.

corporate_eng_485(Aug2012).jpg

PHONE: 416.677.8503
EMAIL: kimberley.zakaib@scotiabank.com

  • LinkedIn
  • Facebook
  • Instagram
Category: Insurance Advisor
798e52c662ab-CIP_6775.jpg

®

®

Carolyn Nemeth, CFP   CLU

President, Nemeth Financial Services

With over 25 years experience in the insurance industry, Carolyn takes great pleasure in providing life and living benefit solutions to other professionals. Carolyn uses her skills as a Certified Financial Planner and Chartered Life Underwriter to advise her clients who include many small business owners, families and business executives.

Her expertise in the areas of insurance, risk management and estate planning enables her to tailor financial solutions to each individual's specific needs. She also provides group benefit evaluations and management.

3a728918bbf4-NFS2.jpg
  • Life Insurance

  • Disability & Critical Illness Insurance

  • Group Benefit Programs

  • LinkedIn

PHONE: 905.534.5800
EMAIL: carolyn@nemethfs.com

More Provinces & Professionals
Coming Soon

Want to Join the Professional's Directory For Her?