Francesca Rea was recently featured in The Globe and Mail - "How women advisors, clients are working through disproportionate financial impact of COVID-19"

Click here to read the full article:

/documents/50522/50559/How+women+advisors%2C%20clients+are+working+through+disproportionate+financial+impact+of+COVID-19.pdf/22b3ad43-2b1e-4480-b5be-1a617926df44

 

Events

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Financially Savvy, Financially Secure

Sep 28, 2021 04:00 AM Eastern Daylight Time - Sep 29, 2021 12:00 AM Eastern Daylight Time

A Women and Money Seminar

 

About this event

 

This unique seminar is a psychological exploration of how women’s upbringing, money personalities and decision-making can impact their financial health. Interactive and engaging, this session ensures attendees walk away with real-world advice and four action steps to take charge of their financial well-being.

 

ATTENDEE TAKEWAYS:

 

Learn about your money personality and how it can impact your financial decisions.

Discover more about women’s natural behavioral traits and how this could be tripping you up.

Uncover the four critical action steps women like you should take to ensure your financial well-being

 

THIS SEMINAR IS IDEAL FOR:

 

Women age 40-65

Successful business owners

A widow or divorcee

Women who have little control over finances and want to get more involved in their family finances

Someone who has or will be receiving an inheritance

 

There will be a small treat sent out to individuals who reserve their spot by Sept 22nd!

RSVP

Estate Planning Webinar 

Join us for a complimentary, informational Estate Planning webinar on November 23 at 4 PM. You will learn how to:

Preserve and enhance the value of your estate. We’ll also discuss how to ensure delivery intended beneficiaries and why estate planning is an essential part of life.

Additional topics discussed:

When you should make/review your will

How to choose an executor

Opportunities for tax deferral or minimization

And more!

Space is limited, so sign up today!

https://www.eventbrite.ca/e/estate-planning-webinar-tickets-205643163237

See you there!

Learning For Impact : November 17th & 18th

 

Check out Francesca Rea live at the Virtual Financial Literacy Event- Hosted by The Women's Collection.

Register for your Free ticket here:

https://whova.com/portal/registration/liwc_202111/

Events

There are no events to show

Financially Savvy, Financially Secure

Sep 28, 2021 04:00 AM Eastern Daylight Time - Sep 29, 2021 12:00 AM Eastern Daylight Time

A Women and Money Seminar

 

About this event

 

This unique seminar is a psychological exploration of how women’s upbringing, money personalities and decision-making can impact their financial health. Interactive and engaging, this session ensures attendees walk away with real-world advice and four action steps to take charge of their financial well-being.

 

ATTENDEE TAKEWAYS:

 

Learn about your money personality and how it can impact your financial decisions.

Discover more about women’s natural behavioral traits and how this could be tripping you up.

Uncover the four critical action steps women like you should take to ensure your financial well-being

 

THIS SEMINAR IS IDEAL FOR:

 

Women age 40-65

Successful business owners

A widow or divorcee

Women who have little control over finances and want to get more involved in their family finances

Someone who has or will be receiving an inheritance

 

There will be a small treat sent out to individuals who reserve their spot by Sept 22nd!

RSVP

The Women's Collection Inc. 2021

Officially Certified to be part of an exclusive group of members with The Women's Collection Inc. 2021 Professional Directory for Her! I am thrilled to have been chosen as one of two investment advisors in Ontario to be listed on this directory.  What an honour and I look forward to working with such a great organization! This is an excellent resource as "The Women’s Collection develops content that educates women on how to wisely make financial decisions that are right for them and their families."

The Women's Collection Inc. Mission

Our mission is to deliver a female focused, comprehensive financial literacy and investment program designed to empower and engage women who want financial freedom and independence. We will help women gain and act on the knowledge they need to define and realize their personal and familial goals. The Women’s Collection aspires to become a trusted partner to and advocate for women who are looking to identify and act on the inherent power they possess.

 

Visit my website:

https://www.thewomenscollection.ca/frea

Home

 

 
 
 

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Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

CONTACT US →

Francesca Rea CFP®, RRC

Financial Advisor

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Office Address

105 Queen Street South
Mississauga, Ontario
L5M 1K7 Canada