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A major shift is underway in Canada’s financial landscape as women increasingly take control of wealth. By 2028, Canadian women are expected to manage $3.8 trillion in assets—up from $2.2 trillion in 2019—largely due to the “great wealth transfer,” where baby boomer women inherit assets from spouses or family members.


This transition often brings emotional and financial challenges, especially for those newly responsible for large sums of money. Robinson Cancade Private Wealth (RCPW) in Brandon, Manitoba, supports women through this process. Advisors Brandy Lavich and Tracy Baker approach these situations with empathy, education and collaboration, helping clients make confident decisions that align with their values and life goals.


RCPW works in partnership with Cardinal Capital Management and Harness Investment Management to provide expert investment guidance. They note that women aren’t necessarily risk-averse but prefer to understand strategies before investing. RCPW aims to help women not just grow their wealth but use it to build a meaningful, values-driven life.



Brandy Lavich, Client Relationship Representative (Left) and Tracy Baker, Certified Financial Planner (Right)


Link to PDF RCPW Article Feature by Design Your Home Magazine:



Congratulations, Tracy!


We are thrilled to celebrate Tracy Baker on receiving the Community Impact Award (Individual) at the Brandon Chamber of Commerce 142nd Business Achievement Awards Gala on May 1st, 2025!

The Community Impact Award recognizes an individual or business for outstanding effort and commitment to community through meaningful contributions to the well being and quality of life in Westman.


The evening’s awards kicked off with a well-deserved spotlight on Tracy, founder of the Professional Networking Group for Women, in recognition of her outstanding work creating inclusive and empowering spaces for women in business to connect, grow, and thrive. The PNGW Group meets on a monthly basis over lunch and is educated on the topic of choice presented by one of the group members or guest speaker. On top of over 25 years of community work, Tracy also strives to create a new experience for women in her career as a Certified Financial Planner with Robinson Cancade Private Wealth to ensure their goals are realized and they feel empowered in their overall financial life.


Your leadership, vision, and commitment to community are an inspiration to us all. Congratulations, Tracy, on this remarkable achievement!




Cardinal Capital News

Cardinal Capital Management Inc. is a boutique, discretionary portfolio manager focused on a commitment to consistency, discipline, research and an unwavering desire to do what is best for clients and their families since 1992.  This approach has been rewarded by a proven track record, and by the growing assets of a large number of private and institutional clients.

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204-717-7750 | info@rcpw.ca 

1209 Richmond Ave., Unit B | Brandon, MB | R7A 1M5

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2023 Robinson Cancade Private Wealth

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