THE RUPPERT TEAM'S WOMEN'S INITIATIVE

In Canada, women have historically been underserved by the wealth management industry.

The Ruppert Team understands that women have unique challenges when it comes to retirement or estate planning since they may live longer than their spouse and are more likely to be the main caregiver for aging parents. As a result, we provide customized perspectives and strategies to help support our women clients. This includes access to tools and material from internationally acclaimed life transitions consultant, Dr. Amy D'Aprix, holistic advisory services, and guidance to prepare for life transitions such as retirement, caring for aging parents, and managing the financial implications of death or divorce.

Our team takes an inclusive approach to wealth management services because we believe successful planning is best achieved when every voice is heard. We want to know your story.

To get a sense of the holistic planning we do and how much we value knowing our clients, download our Life Transitions tool. When helping our clients navigate life transitions such as retirement, caregiving, and estate planning, we use many of Dr. Amy’s tools and resources in conjunction with industry leaders for financial planning. Want access to more of Dr. Amy’s invaluable tools? Interested in learning more about our customized wealth plans for women? Call us at 905-272-6000 to set up a discovery meeting and tell us your story.

Accelerate Action: Own Your Financial Future

This International Women’s Day, we celebrate the power of women taking charge—of their careers, their families, and their financial futures. The theme this year is Accelerate Action, and there’s no better time to take bold steps toward financial confidence and security.
 

At The Ruppert Team, we understand that women face unique financial challenges and opportunities. Whether you’re growing your wealth, planning for a major life transition, or simply seeking to deepen your financial knowledge, we are here to support and empower you. Our Women’s Wealth initiative is dedicated to educating and guiding women like you—so you can make informed, confident decisions about your investments, your future, and your legacy.
 

Now is the time to take action. Get involved, ask questions, and ensure your financial plan reflects your ambitions and values. Let’s work together to accelerate your financial confidence and independence.

 

If you or someone in your network – a friend, colleague, or family member, could benefit from our expertise, we’d love to connect. Financial empowerment is even more powerful when shared.
 

Contact us today to learn more about how we can support your financial journey.

Women's Circle 

CIBC Private Wealth Women’s Circle brings you curated insights and engagement opportunities focused on a breadth of health, lifestyle, and wealth planning topics to help support your goals. Working closely together, we address your unique needs and collaborate on helping you build, protect, and manage your wealth.






FEATURE ARTICLE: IS THE LABOUR MARKET WORKING FOR WOMEN? 
Where Canada Stands on the Global Stage

Canadian women are amongst the most active in the labour market globally, but progress on another front, what women are paid for those positions, remains sluggish. Our Economics In Focus piece highlights women in the workplace trends including the stalling of women in managerial positions in Canada. 

Women's Wealth: Empowering Female Investors

Women investors are a driving force of global wealth. As women outlive their partners, they could possess as much as $30 trillion in financial assets by 2030. Click here to read about key findings, closing the gender investment gap, and value-oriented investing for one of the most powerful demographics.

Articles for Women Investors

Women's Health and Wealth: How Healthy Living Can Enhance Your Wealth Planning
Women’s health is intertwined with wealth planning for women. This was a lesson learned at an early age for Dr. Wendy WolfmanOpens in a new window.. When her father was diagnosed with polio, her parents struggled both physically and financially. In an exclusive interview with CIBC Private Wealth, we asked Dr. Wolfman to discuss common health considerations specific to mature women. Read more...

5 Ways for Women To Take Charge of Investing 
When it comes to feeling good about investing, you need more than money. You need confidence, time, and an understanding of where to start. These are truths for anyone, but they can be particularly important for women. Read more. 

Look Ahead With Confidence
Expert advice to help women put their money fears to rest and improve financial optimism. Read more.

Money Talks To Have With Your Partner
People often come into a relationship with different attitudes toward spending and saving. For many couples, talking about finances may not be at the top of their to-do list, or they may avoid the conversation in an attempt to avert arguments. But as boring or painful as talking about money might seem it’s very important for a strong relationship. Read more. 

Raising Kids, Helping Parents
Four tips to help you develop a robust financial caregiving plan and avoid burnout. Read more. 

Single And Secure
How to build financial freedom at every stage of life. Read more. 

WEBINARS

BREAKING DOWN SILOS AROUND WOMEN'S HEALTH AND WEALTH

At our Private Wealth webcast, Sinai Health's Dr. Wendy Wolfman, global trailblazer in women's health, and Lana Robinson, CIBC's own leader in wealth, discussed proactive planning to meet the unique needs of every stage in a woman's life.

Watch on-demand and gain valuable insights on the importance of prioritizing well-being and wealth for women of all ages and their families.

If you have any questions or would like to discuss your investment strategy, connect with us to book a meeting -- we are here to help you navigate building your roadmap. 

INTERNATIONAL WOMEN'S DAY: INVEST WITH  CONFIDENCE

 Financial independence isn't just a buzzword - it's a necessity. While women continue to build wealth and manage  day-to-day finances, only half of them feel confident managing investments and creating a diversified portfolio. To mark International Women's Day, our experts broke down exactly how becoming an engaged investor can help you achieve financial independence. Watch our virtual event on demand here. 

WOMEN AND MENTAL HEALTH

Many disorders associated with brain-aging affect women, either directly or indirectly. Watch this webinar replay as we hear from thought leaders on protecting cognitive vitality and preventing brain-related illnesses, their personal experiences in coping with a spouse suffering with Alzheimer’s, and what you can be doing now to financially prepare yourself, your family and your estate.
 

Speakers
• The Hon. Lisa Raitt PC, Vice-Chair, Global Investment Banking, CIBC Capital Market
• Lynn Posluns CM, President & CEO Women’s Brain Health Initiative
• Pat Marshal CFP, TEP, FEA and CIM, Director, CIBC Wealth Strategies

FINANCIAL AND ESTATE PLANNING FOR WOMEN (only available in French)

High achievers will agree that the path to success does not require knowing it all and doing it all yourself. As John F. Kennedy once said, "The art of success is knowing how to surround yourself with the best." Watch this webinar and listen to our experts discuss legal and tax concepts, as well as advice and practical solutions that will help give women the tools to invest in organizing their affairs. Men are also welcome!

Speakers
• Andrée-Anne Potvin, Notary and Tax Expert, PNCF Inc
• Nahil Mustapha, Notary and Senior Advisor, Estates and Trusts, Trust Services CIBC
• Marie-France Delisle, Portfolio Manager, CIBC Wood Gundy

Host
• Jacinthe Marquis, Director of CIBC Wealth Strategies

Curated Resources for You

McKinsey - Women in the Workplace 2023 Report
This year’s survey aims to debunk four common myths related to women in the workplace. The 2023 report also highlights persistent misrepresentations of women, recommendations for companies, and more valuable insights. 

When it comes to passing wealth on to kids, women have very different ideas to men
Men and women have very different approaches to money — and that affects how they pass on wealth to their children. For women, legacy often means more than passing wealth down to the next generation; it also means being capable of positively impacting the lives of others.

Forbes - Empathy, Vulnerability, & Gratitude
Discover the superheroes of female leaders with author, Julia Boorstin.

Forbes - How Women's Growing Financial Power is Unlocking Global Wealth
Explore how women's growing financial power is bringing positive social impact and sustainable growth to the global economy and why it's significant for women to take financial decisions into their own hands. 

Why Women Have to Embrace a Wealth Mindset to Create Change
A wealth mindset is about embracing your own value and what you can do with it, knowing your worth, and not settling.

How to Become a Master Negotiator
The ability to negotiate successfully—whether for yourself or your organization—is a critical leadership skill. 

Women face unique challenges at the negotiation table. Some of those challenges are internal, rooted in many women’s common cultural upbringing. Other challenges, however, involve the attitudes and behaviors of those around them. To build better negotiation skills, women must unpack these challenges and develop strategies to overcome them successfully.

Don't Underestimate Female Investors
Women own an increasingly large portion of the world’s wealth. So, it’s no wonder that wealth management firms around the globe are scrambling to adapt their marketing strategies and product offerings to attract female investors. This is long overdue. Studies have shown that women make good investors. Education is power. As our industry wakes up to the force of the female investor, she will play a bigger and bigger role in shaping the financial products that come to market.