Director, Global Wealth Consulting and Capital Markets at CGI
Women in Wealth Reception:
Over the last half-century, women’s roles have evolved and changed, and while strides have been made, women still fall behind men financially in terms of earnings, investing, and retirement savings. As an advisor, you can help empower and educate your female clients on the best ways to fulfill their financial potential. While traditional investing programs have ignored the unique experiences of women that impact their financial lives, modern plans acknowledge the unique circumstances that impact women more than men, including caregiving, gray divorce, and widowhood. Whether you are just starting your career, redefining wealth, planning philanthropic giving, or helping your clients retire, there are steps to help your clients become more confident and empowered when dealing with finances. Walk away with actionable takeaways that allow your clients to take charge of their financial futures at any life stage.
Kelly Walsh CIMA®, RCC®, has been an active member of Investments & Wealth Institute since 2006. Walsh is Director of Global Wealth Consulting and Capital Markets at CGI. During her 25 years in the financial services industry, she has held a variety of leadership positions with Raymond James and BMO Wealth. Walsh earned a bachelor's degree and business administration certificate from the University of Victoria in British Columbia and the Registered Corporate Coach designation from Advantage Coaching and Training and the Worldwide Association of Business Coaches.