The future of women’s wealth: Inclusive advising for her success
The financial world is changing and women are taking charge of their wealth like never before. But are advisors keeping up? In this episode of The Advisor Delta™, Wai-Ke Kim delves into the latest insights on behavioral investing, financial strategies for women and the role of advisors in shaping a more inclusive wealth management industry. Tune in to discover how language, education and tailored investment strategies can bridge the gender wealth gap and create a more inclusive financial future.
Creators and Guests
Host
Wai-Ke Kim
Wai-Ke Kim is the VP of Practice Management at Worldsource Wealth Management, developing solutions and tools to help financial advisors create capacity, enhance value and drive growth. Prior to joining Worldsource, she was Regional Director at Manulife Wealth, providing consultative support in practice management and business development. Wai-Ke also has experience with national accounts and MGAs from her time at BMO Life Assurance Company where she specialized in corporate life insurance analysis and solutions. Wai-Ke began her financial services career 19 years ago as an entrepreneur, building a vibrant financial planning practice in Toronto. She is a dedicated advocate for Women in Wealth and is actively involved in mentoring and networking with young women pursuing careers in finance. Her volunteer efforts include roles with Ascend Canada’s sponsorship and membership committee, the Advocis Financial Planning Summit as sponsorship director, the Advocis Greater Vancouver Chapter as sponsorship chair, Versafi (formerly Women in Capital Markets) steering committee and she is a member of the Insurance Council of BC. Wai-Ke holds an Executive MBA from The Beedie School of Business at Simon Fraser University and a Bachelor of Science degree from Queen’s University. She also holds the CFP, CLU, CPCA and CEA designations.
