Today on the program we welcome special guest Lorna Kapusta, Fidelity’s Head of Women & Engagement. Lorna leads female-focused initiatives building experiences, solutions and designing resources to better serve the unique needs of women. Studies have shown women are actually more risk aware when it comes to investing. Women tend to weigh the effort they put in for the money they’ve earned. Lorna highlights how the advisor community should focus on understanding a woman’s approach to money and that the way her decision-making on investments is different than a man. Recognize the possibility that she is trying to achieve several things rather than just one. Studies have also shown women ended up doing well with a holistic approach to financial planning and sometimes on average a little bit better than men. Lorna also discusses what motivates women to invest, what factors go into that, and she highlights Fidelity’s Women Talk Money program that provides women a financial community with live discussions, special guests, and workshops.

Recorded on March 5, 2024.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.