Barbara Stewart

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Barbara Stewart, CFA is one of the world’s leading researchers on women and finance, focusing on real life financial behaviours and providing global insights into how smart women think and communicate. Barbara is an advocate for women, for diversity, and for financial education. In addition to her Rich Thinking® research, Barbara uses her proprietary research skills to work as an Executive Interviewer on a project basis for global financial institutions seeking to gain a deeper understanding of their key stakeholders, both women and men. Barbara is a frequent interview guest on TV, radio and print, both financial and general interest. She is a contributor to the CFA Institute’s Enterprising Investor website. For more information about Barbara’s research, please see www.barbarastewart.ca.

Four Top Client Questions For Four Top Investment Advisors

What are women investors asking their investment advisors as we emerge from the global pandemic? What is top of mind for women and their...

Three Secrets to Attracting Women Investors

Increasingly, women make the majority of buying decisions in an ever-expanding range of sectors. In fact,  a whopping 80% of consumer goods  purchasing decisions...

I Only Figured Out How Much I Was Spending…by Not Spending...

As a financial advisor, I always tell my clients to track their monthly spending. Needless to say, I didn’t take my own advice…until COVID-19...

This Is the Story of a Happy Investor

There are countless articles about women and troubled relationships. Whether about women who can’t ditch bad boyfriends or women who fail to invest in...

Business in the time of COVID: Three women entrepreneurs share their...

I’ve interviewed dozens of Canadian entrepreneurs during the pandemic. Their three key areas of focus are 1) The mental and physical health of family...

Investing for Geeks: Fractional Shares of Pop-Culture Collectibles

Alternative assets have been increasing in popularity and according to the New York Times, pop-culture collectibles have recently surged in demand. What is behind...

The meaning of work: Do what you love or love what...

We all have a work philosophy: a blend of our family background and ingrained (or rejected) values, our education, career and life experiences, and...

Tired of Leaning In? Try Leaning Out!

Sheryl Sandberg’s 2013 book Lean In told professional women how to climb the corporate ladder. But there’s been a backlash: as Michelle Obama famously...

How 4 Business Leaders Learned to Speak Up

In business, there’s a wide cast of characters and some personalities and situations are more difficult to deal with than others. Based on my...