In this episode, we are joined by Lauren Irwin, CFP, CIM, a seasoned Wealth & Investment Advisor and Financial Planner. Lauren and Natalie discuss how women can break barriers and build wealth in a male-dominated industry. They explore the importance of financial education, the role of mentorship, and how to navigate the challenges of entrepreneurship while building a sustainable financial future.
Our guest shares her personal stories and offers valuable insights and actionable tips for women looking to take control of their finances and reach their full potential in business and beyond.
Join us for an empowering conversation on breaking barriers and building wealth, and learn how you can start taking steps today toward a more financially secure future.
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0:02:10 - Background of Lauren Irwin
0:10:20 - Importance of Wealth Manager/Advisor
0:24:50 - Things to think about when reaching out to a Wealth Manager
0:28:29 - How do Wealth Managers get paid
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Connect with Lauren through these links:Email: [email protected]
LinkedIn: https://www.linkedin.com/in/laurenirwincfp/
Website: www.laurenirwin.ca
Facebook: https://www.facebook.com/laurenirwinfp/
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Let’s stay connected through these links:
Our website: http://www.sandscreative.ca
Podcast Instagram: http://www.instagram.com/sickandsuccessful_
Our business Instagram: http://www.instagram.com/s.and.s.creative
Natalie's personal Instagram: http://www.instagram.com/for.the.success
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This information is not investment advice and should be used only in conjunction with a discussion with your RBC Dominion Securities Inc. Investment Advisor. This will ensure that your own circumstances have been considered properly and that any action is taken based upon the latest available information.
The strategies and advice in this podcast are provided for general guidance. Listeners should consult their own Investment Advisor when planning to implement a strategy. Interest rates, market conditions, special offers, tax rulings, and other investment factors are subject to change.
RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. is a member company of RBC Wealth Management, a business segment of Royal Bank of Canada. ® / TM Trademark(s) of Royal Bank of Canada. Used under license. © 2023 RBC Dominion Securities Inc. All rights reserved.