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Protecting Your Wealth as a Widowed Person

Speaker(s): Charlotte Paul

Charlotte Paul
Charlotte Paul

Banff – Losing a spouse brings profound emotional and financial change. In this compassionate and practical session, Charlotte Paul, CIM—Associate Portfolio Manager with Assante Capital Management and founder of Shine Financial Group—shares five key rules every widow should follow to avoid common financial mistakes. Using her “Hurt, Heal, and Harmony” framework, Charlotte offers clear guidance on when to make decisions, how to spot predatory financial practices, and ways to protect long-term security.

Track(s): Newly Widowed: Help for the First Year of Widowhood Recently Widowed: Tools and Tips for those Widowed 1-3 years Middle Widowed: Hope and Healing for those Widowed 3-5 years Seasoned Widowed: Community Building for those Widowed 5 years and more

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Contact Info

Soaring Spirits Canada
PO Box 99522
Toronto, ON  M4B 3M9

Email: contact@soaringspirits.ca
Phone: 877-671-4071 x716

Soaring Spirits Canada is a registered charity 7983 38463 RR0001.

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