In Her Wallet is the first-of-its-kind company to offer personalized financial guidance regardless of your wealth size, unlike traditional financial companies.
When I was working at a leading private investment management company in Canada, I couldn't help but notice a glaring oversight: women invest significantly less than men, unintentionally missing out on an opportunity to build a substantial financial nest egg over time. In fact, a recent study reveals that only 36% of women currently invest, comparing to 63% of men.
It dawned on me that financial advisory services cater to individuals with substantial wealth, leaving many young women to navigate their financial journeys in isolation. To compound matters, schools neglect to equip us with the essential skills to manage our money effectively, which leads to many of us falling prey to inexperienced financial decisions and unnecessary fees. Recognizing the gap, I decided to create a solution: In Her Wallet.
What started out as Sofiia's effort to help her closest friends get a grip on better money habits expanded into a realization: lack of financial literacy is part of a global problem. Today, she's actively studying behavioural economics, psychology and finance to better understand the root causes and develop a solution that not only transforms individual lives but also contributes to closing the gender wealth gap.
In Her Wallet Podcast attracts esteemed industry leaders like Royal Bank of Canada and Wealthsimple as guests. Our team grows.
After recognizing the gap, Sofiia talks to over 400 women as part of market research. In Her Wallet is named Top 40 Tech Startups to look out for in BC.
Sofiia works with individuals and families to manage their generational wealth as part of a leading Canadian investment management company.
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Kombucha street art tilde shoreditch celiac taxidermy bushwick palo santo cloud bread yr bicycle rights hell of sartorial ethical butcher.
Kombucha street art tilde shoreditch celiac taxidermy bushwick palo santo cloud bread yr bicycle rights hell of sartorial ethical butcher.
HAVING A SENSE OF SECURITY IN LIFE
having options to choose from
freedom from stress over whether basic needs are met
spending money on things we love
the ability to be bold and live now
money can't
buy happiness, says who?
money can't
buy happiness, says who?
Tired of not knowing where to start? Want to be in control of your money and start working toward financial independence and security? We're here to help you succeed. With years of experience helping women go after their goals, we can help create a financial roadmap that's unique to you.
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