| Who: | Karen Jeffrey |
|---|---|
| What: | Senior Consultant, Investments – Standard Life Retail Markets |
| When: | Since 2000 |
| Where: | Standard Life, Vancouver, BC |
| Why: | To make a positive impact on the lives of the people I care about. |
I am a Senior Consultant, Investment (wholesaler) for Standard Life of Canada. I work with financial advisors in the areas of practice management, education and implementation of investment and retirement planning solutions for their clients. I greatly enjoy the personal interaction and relationships I have developed and how in an ever changing business environment, you learn something new every day. Being constantly challenged and growing professionally and personally is very important to me and my career enables that growth. The greatest difficulty in having a job that requires extensive travel is maintaining a work/life balance, and keeping up a high energy level not only at work, but at home with my family and friends.
Investing in myself and taking a chance to switch careers after nine years as an insurance broker, to take an entry level job at an IIROC Securities Dealer. That move started me on the path that has led to my current position.
“What’s for you won’t go by you.” (Wise words from my mother.)
It is always important to take an active and educated role in your personal finances. After going through my divorce, and helping several friends through theirs, I was surprised at the lack of knowledge of successful, educated women in their own personal financial position. My assumption was that it was the “older generation” where women were content to let the man of the house make all the financial decisions and control the money, but that is prevalent today as well.
I am confident and knowledgeable about my business and the products I represent. That is something that has brought me the respect of my clients and my peers, male or female.
I would say to never let anyone tell you that you can’t do something. You are capable of far more than even you can imagine; never let anyone else set a limit for you. That said, non-traditional careers for women can be very rewarding, personally and financially. Two of my friends are in careers that have always been regarded as a man’s domain – one is an electrician, the other is a heavy equipment operator. My niece is a member of the RCMP. All of these women love their careers, and have no issue with being feminine while working and excelling in male dominated industries.
Bill Gates. I am very interested in his philanthropic work. With great success comes great responsibility, and I believe he is someone who has truly discovered how to give back in a meaningful way for the betterment of society.
“The Big Short” by Michael Lewis. There is a lot of greed and a lack of ethics in the world, and it is important to examine how those things put our world into a tailspin.
No, I think that women actually have an advantage in some instances. Many firms have mandates to increase their numbers of women in positions of management, and have focused on “feminizing” corporate culture for inclusivity and teamwork.
N/A
I work directly with financial advisors in Vancouver and on Vancouver Island. The products I represent can be accessed by any financial advisor in Canada for their clients, and further information can be found on our website standardlife.ca.
Inside Sales - Investment Consultant, B. Comm,
The Standard Life Assurance Company of Canada
Montreal, Quebec
Sponsored Link
From the founders of Golden Girl Finance:
A girl’s guide to SAVING, INVESTING,
and building WEALTH
at every age and life stage
