At McInroy & Associates Private Wealth Management, we understand that financial planning for women requires more than good advice—it requires the right advice. Whether you're navigating career changes, family responsibilities, divorce, or retirement, your financial needs are personal, evolving, and too important for a one-size-fits-all plan.
We work with women across Peterborough, Bobcaygeon, Kawartha Lakes, and Haliburton to create financial strategies that reflect their lives. From divorce pension decisions to long-term wealth protection, we help you take control with clarity and confidence.
Supporting women through transition and transformation
Women are more likely to experience career interruptions, longer lifespans, and caregiving responsibilities than their male counterparts. These factors directly impact income, pension accumulation, and retirement security.
That’s why our financial planning approach for women is built around flexibility and resilience. Whether you’re caring for aging parents, funding a child’s education, recovering from divorce, or redefining your future in retirement, we help make sure your finances are aligned with your reality—and your dreams.
Mid-life momentum: your time to grow
For many women, their 50s and 60s are a time of rediscovery. The kids are grown, caregiving may be easing, and questions begin to shift from “Am I doing enough?” to “What do I want next?”
Whether you dream of travelling, volunteering, starting a small business, or simply having the time and resources to enjoy your life, we make sure your financial plan supports it. This includes:
- Structuring income to support new pursuits
- Ensuring your investments reflect your time horizon and risk tolerance
- Tax-smart strategies to fund the life you want without undermining your long-term security
This is your time—and we’ll help you make the most of it.
The sandwich generation: balancing support and self-care
Many women today are part of the “sandwich generation”—caring for aging parents while still supporting children or grandchildren. This can be a deeply meaningful role, but it can also place strain on your time, finances, and energy.
We work with you to create a financial life strategy that balances your own needs with your responsibilities to others. This might include:
- Planning multi-generational wealth strategies
- Building in financial buffers for caregiving costs
- Helping coordinate family conversations around support, wills, and estate plans
- Structuring your finances so you’re not sacrificing your own future to help those around you
When you’re juggling everything, you need more than advice—you need a partner. We’re here to be that partner.
