Both Glenda Baker, CFP®, and Sheila Munch, CFP®, have over 30 years of experience helping clients reach their financial goals. As a team in the Durham Region, they specialize in providing wealth management services to professional and entrepreneurial women and their families.
They understand that there are differences between men and women that require consideration.
- live longer
- have shorter careers
- earn less
- are single longer
Glenda and Sheila incorporate these differences in their financial planning process. They listen to their clients and provide advice that fits – without all the financial jargon.