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“Women are not only looking at the quest for higher returns. They want to make sure they’re invested in companies that integrate ESG factors into their policies and decisions, and are seeking ESG accountability,” says Solène Hanquier, senior director and practice leader, responsible investing, at National Bank Investments Inc. in Montreal.
“The primary concern advisors have today is getting women more engaged in making financial decisions,” says Ms. D’Angelo, who’s in charge of growing the client segment of women investors and professional women at the bank. “So many women leave what they call, ‘their husband’s advisor’ if there’s no connection [to the advisor],” says Julie Petrera, senior strategist for client needs at Edward Jones Canada in Toronto. “It’s about not only understanding what’s important to them but making sure they feel comfortable and feel like they’re part of the relationship from the start.”