Kelowna Women in Business

Women's lunch hour event at The Harvest Golf Club

  • 25 May 2016 11:02 AM
    Message # 4039275

    My name is Meghan MacDonald and I am an Investment Advisor here in Kelowna. I work as part of a team at TD Wealth called the MacDonald Wealth Group. I am partners with my father, Daniel MacDonald, who has been an advisor for 30+ years, and I myself have been in the industry for over 12 years. I have chosen to focus the majority of my practice on women investors. According to an article by Investment Executive written in March 2012, only 30% of women investors feel that the Financial Industry is doing a good job of meeting their investment needs and catering to their unique investment styles. Yet more than 80% of women are either solely in charge of their household finances or are jointly in charge of the finances with their partners. Women also make up more than 50% of the work force and control more than one-third of wealth in North America. That leaves a large gap between the wealth that women control and ensuring that their needs are being met. I believe these women deserve attention.

    Last June I started a seminar series for women and I hold events quarterly. Each event has a different topic and speaker and the response from the women has been very strong. It is a lunch hour filled with education, appies, wine, door prizes and fun!

    My next event will be held on June 16 at the Harvest Golf Club. It has been brought to my attention through my clients and different people in the community that Will and Estate Planning is a big concern for many. There are so many different things to think about from taxes and how to protect your wealth, to the different estate rules across the provinces.

    I would love to see you there!

    Please RSVP to meghan.macdonald@td.com


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