January 18, 2022.
Women are well-suited for the wealth management space, says Kathy McMillan, associate portfolio manager and investment advisor at Richardson Wealth, and one of Wealth Professional Canada’s 5-Star Leading Women in Wealth. With almost 30 years of industry experience as well as Certified Financial Planner and Registered Financial Planner certifications, McMillan knows what it takes to succeed in the profession: relationship building.
McMillan, who joined Richardson Partners in 2005, has noticed that women account for only 12% of financial specialists in Canadian brokerage firms. She believes that this number should improve, considering women’s ability to counsel and develop relationships – a strength that is valuable for financial services. In a conversation with WPC’s James Burton, McMillan describes the qualities that women can bring to the industry.