A New Era of Investing- RCPW Article feature in Fall/Winter 2025 Design Your Home Magazine
- mwhite343
- Nov 13, 2025
- 1 min read
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:
