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With women expected to control nearly $4 trillion in assets by 2028, the need for an advisor who truly understands and connects with their clients is paramount. TD Wealth is committed to creating inclusive environments where women feel empowered, confident, and comfortable in discussing their financial goals. This is especially powerful when female advisors, with their own valuable perspectives, can guide clients toward their aspirations.

“Having an advisor who truly understands the unique challenges and milestones women face can make all the difference,” explains Catherine Dangerfield, Associate Vice President, Pacific Region, Wealth Advice, TD Wealth. “Whether planning for retirement, preparing for a family, or building a safety net, these are highly personal choices that benefit from a blend of financial expertise and empathy.”

Empowering Financial Confidence with Understanding

At the core of wealth management is the goal of making finances more approachable and less intimidating for clients. For many women, this means having a judgment-free, supportive environment where they can ask questions and discuss their concerns openly. Ms. Dangerfield highlights that providing this foundation of trust allows clients to make informed choices that bring financial security.

“Finances can seem overwhelming, especially for those who haven’t always been part of these conversations,” says Dangerfield. “A fulfilling part of my work is ensuring financial planning is clear and manageable for clients, ultimately helping them feel empowered.”

TD Wealth advisors support clients at all points in their financial journey, offering guidance that aligns with individual life stages and aspirations. This approach resonates with many female clients who value a more personal connection to their advisor.

“Our advisors help their clients establish clear, personalized roadmaps that reflect their values, whether they’re building a savings plan, or preparing for a secure retirement.”

In 2019, TD Wealth launched their Women Champion Program, and today, with over 300 Women Champions, these advisors are dedicated to providing personalized support and guidance to their female clients, ensuring their financial goals are met with expertise and understanding at every stage of their life.

Addressing Diverse Financial Needs

For many women, financial planning involves much more than building wealth—it’s about aligning finances with deeply held priorities, from career growth to family legacy. Unique life events, like pausing a career to provide care or handling major life transitions, can shape financial planning in distinctive ways.

“Life is full of change, and each significant event often means reassessing financial plans. Our advisors aim to offer support that respects each person’s path and priorities,” says Dangerfield.

This customized approach is particularly beneficial when clients are navigating life’s shifting phases. Advisors at TD Wealth help clients strike a balance between immediate goals and long-term financial health, fostering a sense of stability no matter the circumstances.

Representation Matters in Financial Services

Increasingly, women clients seek advisors who share similar life experiences and can bring empathy to wealth management. According to Ms. Dangerfield, this connection isn’t just about having technical knowledge—it’s about forming genuine, long-term relationships built on trust and understanding.

“Our role isn’t only to provide financial plans; it’s to create lasting relationships. For many clients, knowing that their advisor understands their perspective establishes a deeper level of trust,” explains Dangerfield.

At TD Wealth, women advisors are integral in making wealth management a more inclusive and supportive field. This focus on diverse voices allows TD Wealth to better serve clients by helping to ensure that financial advice is accessible and relatable.

A Fulfilling Career Path in Wealth Management

For those exploring a career in financial services, wealth management offers meaningful work where personal impact is central. “Our advisors help people make informed choices that directly impact their lives,” says Dangerfield. “It’s incredibly rewarding to assist clients, especially women, as they work toward financial security and confidence.”

TD Wealth encourages women in the field by supporting their career growth through ongoing development programs and fostering a collaborative, client-centered environment. By focusing on inclusivity, TD Wealth strengthens both its advisors and the experience it delivers to clients.

Taking the Next Step Toward Financial Confidence

For women ready to take charge of their financial journey, finding a trusted advisor can make all the difference. TD Wealth’s commitment to personalized advice means that women can confidently navigate the complexities of finance with someone who truly understands their needs and ambitions.

From setting up a plan to adjusting it over time, advisors are there to guide and support women every step of the way.

To learn more, connect with a TD Wealth advisor for insights on how to create a secure and fulfilling financial future.

TD Wealth

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