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STRATEGIES

Paulette Filion

Partner,

Strategy Marketing

About Paulette

Paulette Filion is a sought-after marketing expert within the financial services industry. In addition to her consulting, she co-authored a book with Gail Vaz-Oxlade called Marketing Financial Planning to Women. The book was aimed at advisors interested in learning how to develop better relationships with female clients.Since then, as a partner in StrategyMarketing.ca, Ms. Filion has become an avid blogger and co-authored two white papers; Why women leave their Financial Advisors and how to prevent it and Financial Advisors are failing women: What female clients really want and how to change the dialogue.

Paulette's Videos

A panel of experts who are working to increase women's knowledge of investing and their confidence in making investment decisions, either on their own or with a partner or family.