top of page

MENU

Published Articles

As a regular contributor to four leading financial publications, Barbara frequently shares her market insights and real-world experiences. Below is a curated collection of her latest articles, all available to read.

International Women’s Day: Women Leaders Put Nutrition First
March 3, 2026

Stockholm’s Capital Markets Success: More Than Meatballs
February 6, 2026

From AI FOMO to Fee Fatigue: Investor Sentiment 2025
October 13, 2025

Women in Alts: Leading with Inspiration, Intuition, and Impact
May 27, 2025

The Smartest Thing I Ever Did: Women on Life-Changing Decisions
March 5, 2025

Women and Finance: How Embracing Risk Can Unlock Greater Success
February 18, 2025

HealthTech, Access, and Financial Fluency: The Future of Women and Alts
November 25, 2024

The Alternative Investment Gender Gap: Marketing to Female Clients
October 17, 2024

Know Your Prospect (KYP): What’s in Their Portfolio and Why?
March 8, 2024

Portfolio Confidential: Five Common Client Concerns
October 9, 2023

How Do Smart Clients Invest in Themselves? Know Their “Why”
March 9, 2023

Beyond Duration and Convexity: Eight Ways to Bond with Clients
January 23, 2023

Women’s Wealth and Technology: Three Themes for the Future
July 26, 2022

Women and Money Making: What’s Your Business Model?
March 8, 2022

Women and Investing: Six Questions Answered
January 7, 2022

Female Advisers: Five Reasons Why They’re a Better Fit Than Ever
October 26, 2021

Women and Investing: Five Myths
May 24, 2021

Five Investing Success Stories from Five International Women
March 8, 2021

ESG Matters: Global Trends and Transitions
February 25, 2020

The COVID Catapult: Four Trends Upending the Status Quo for Women
December 22, 2020

The Future Is Female: COVID-19 Fuels a Surge in Women Entrepreneurs
October 8, 2020

Women and Trading: Currencies, Commodities, and Crypto
July 21, 2020

She’s the Boss of Her Money: Four Trends in Women’s Online Investing
April 21, 2020

Five Tips for Business Success from Five International Women in Finance
March 6, 2020

Let’s Get Physical 3: How to Moderate Panel Discussions
February 21, 2020

Women and Finance: The 2019 Rich Thinking Quantitative Survey Findings
January 6, 2020

Women and Wealth: Three Findings and Their Risks
November 21, 2019

Suddenly Single: How to Plan with Female Clients
October 18, 2019

Work and Leadership: Going It Alone
July 11, 2019

The Equality Equation: Three Reasons Why the Gender Investing Gap Is Closing
May 22, 2019

500 Startups: How Diversity Drives Deals
April 18, 2019

Women and Finance: Five Trends to Celebrate
March 8, 2019

Return on Integrity: The New Metric for Financial Performance
February 8, 2019

Women of Jeopardy! on Defining Success
December 14, 2018

Payment Decisions: Reflections of Culture, Options, and Self
October 15, 2018

Let‘s Get Physical 2: Body Language and Physical Fixes
September 11, 2018

For Humans Only: Five Tips for Outstanding Customer Service
August 13, 2018

Zeitgeist: Why It Matters to Advisers and Investors
June 28, 2018

Daughters: The Rising Wealth Influencers
May 13, 2018

Data Science, Finance, and Women: A Powerful Intersection
April 16, 2018

Risk Is a Moving Target
March 8, 2018

Let’s Get Physical: Body Language and Success
February 5, 2018

Machine Learning: Changing the Game for Women in 2018
December 30, 2017

Social Selling: Building Relationships with the Clients of the Future
November 9, 2017

Planning for a Non-Retirement
September 19, 2017

Women: The Private Investigators of Finance
August 17, 2017

Women and Millennials: What Do They Want?
June 13, 2017

Point of No Return: Two Factors Shaping Women and Investing
April 24, 2017

The Perfect Storm: Women Need Finance and Finance Needs Women
March 8, 2017

Get Smart: Use Gender Intelligent Thinking
February 6, 2017

Off the Fence: Three Tips to Help Women Start Investing
January 4, 2017

The Female Asset Mix: Value Investor or Investor in Values?
December 2, 2016

Know Your Client: Talking to Women about Investing
October 25, 2016

Diversity in Finance: It Matters
September 26, 2016

‘My Healthiest Habit’: Seven More Successful People Tell How They Stay Fit and Happy
May 11, 2026

‘My Healthiest Habit’: Seven Successful People and How They Stay Fit and Happy
January 12, 2026

$130M in Equity Financing from Sixth Street Gives Tech Co-Founder Derek Ball an Edge
January 7, 2025

Cancer Survivor Patrick Keeley Brings Holistic Health to Forefront at Seven Hills
December 18, 2024

Citi’s Nancy Bertrand on Year-End Optimism: ‘We are Overweight Equities’
December 10, 2024

Life as Serial Tech Entrepreneur Puts Quebec VC in Prime Spot as Investor
September 16, 2024

Brooke Hunter: If Insurance Isn’t Done Right, ‘Things Can Really Go Sideways’
August 19, 2024

Private Investment Banker Chris Dobbin Saw Gap in Home Care Market
July 4, 2024

Be a Female-Friendly Advisor: Help Clients’ Kids be Finance-Savvy
May 29, 2024

Six More Finance Pros Share Contents of Their Portfolios
May 6, 2024

Six Finance Pros Share Contents of Their Portfolios
April 29, 2024

Venture Capitalist Rode Canada’s First Tech Wave and Never Looked Back
April 18, 2024

PE Investor Tom Kennedy on Turning ‘Okay Deal into a Spectacularly Great Deal’
March 18, 2024

To Be a Female-Friendly Advisor, Make the ‘G’ in ESG Stand for Gender
March 7, 2024

Tech Co-Founder Embraces 'Second Act' at Global VC Fund
Febraury 12, 2024

Keeping ‘Hot Sleepers’ Cool Paid Off for Calgary Founder
Febraury 2, 2024

‘Friending’ Clients: Unprofessional, or a Way to Deepen Ties and Boost Confidence?
December 8, 2023

With N.L. Family in Politics and Business, Chris Crosbie Forges Unconventional Path
November 17, 2023

Be a Female-Friendly Investment Advisor: Communicate in her Language
November 8, 2023

Finance Executive Followed her Ultimate Passion: Safe Transport for Pets
October 20, 2023

How to be a Female-Friendly Advisor: Get the Risk Right
September 25, 2023

Farm Girl to Ad Executive: Trish Wheaton Thrived in World of ‘Mad Men’
August 16, 2023

Body Language Expert on the Unspoken Ways to Connect and Build Trust
July 24, 2023

Seven Successful People and How They Invested in Themselves
June 21, 2023

Big Bet on AI-Powered Chat Paid Off for CEO Mike Murchison
June 12, 2023

‘My Parents Did a Stupid Financial Thing’: 13 Mistakes to Learn From
May 24, 2023

Calgary Exec Bootstrapped her Construction Business Without a Single Loan
May 5, 2023

Shelley Kuipers’ Call to Action: Invest in the Power of Women Entrepreneurs
March 20, 2023

Donovan Bailey’s Secret to Success: Investing in Himself – and Real Estate
February 27, 2023

Beyond the Lemonade Stand: 7 Money Messages For Your Kids This Summer
July 2026

How Agentic AI Is Changing The World Of HealthTech
June 2026

Health Is Wealth: How Much Do You Spend On It?
January 2026

Women & Investing: The Top Three Sectors of Interest
March 2025

Female Investors' Top Tips for Business Success
March 2024

How Do Successful Women Invest in Themselves?
May 2023

Raiding The Pandemic Piggy Bank For Travel
July/August 2021

The Sisterhood of Investing: How Women Inspire Each Other
March 2021

Teaching Kids About Money: Five Top Tips From Canadian Entrepreneurs
November 2020

Top Female Investor's Top Tips for Business Success
June 2020

Sense and Sustainability
May 2020

Women and wealth: Three approaches to managing money
March 2020

How to turn your big idea into reality: Five critical steps
March 2020

Three sure-fire techniques to teach your daughter about money and investing
October 2019

Just get started: The beauty of online trading
July 2019

Women and investing: Show me the money but first show me the meaning!
June 2019

Women and risk tolerance: A modern perspective by Barbara Stewart
May 2019

It's the results that count: women, confidence, and competence
March, 2019

What Women Want: Stories & Social vs. Charts & Graphs
February 2019

How do I transition to discretionary management? Should I be worried about using an OpenAI Chinese model for investing?

October, 2026

Why Do My Two Portfolio Managers Have Such Wildly Divergent Returns? And When Should I Trigger Some Capital Gains?

Why Are Software Stocks Down So Much…is This a Buying Opportunity? My Portfolio Holdings Are a Bit of an Eclectic Mix —I’m Interested in Your Thoughts.

What Do You Think of Having 65% of a Portfolio in the Russell Multi-Asset Income Strategy? I Want To Gift $100,000 to Each of My 18 Year Old Twin Sons But I Worry They Don’t Have Enough Investment Knowledge…Do You Have Any Suggestions? I Have a Joint Non-Registered Account With My Husband That is Funded Partly By My Inheritance and We Both Have Children From Previous Marriages – I Have a Few Concerns…

How Best to Let Your Advisor Know You no Longer Wish to Use Him? And… What is the Possible Tax You Would Owe the CRA Upon Death?

I Made a Mistake and Panic-Sold…Should I Wait for the Market to Drop Before Getting Back in? From Whom Should I Take Investment Advice? Are Bond Funds Always Safe? Is Holding on to Losing Stocks a Good Strategy?

Are Stocks Fairly Valued? As an Average Investor, Should I Be Buying or Selling? How Can I Discern Which Fine Wines are Fairly Valued When the Wine Market is Unregulated?

September, 2025

Starting This Fall I Would Like to Draw Income From my Portfolio, Which of my Three Accounts Should I Draw Ffrom? I’m Interviewing Potential Advisors and They Always Ask me About my Risk Tolerance but Since I Don’t Have Much Experience Investing I Don’t Know How to Answer That Question. Can You Give me Some Guidance Around Risk Tolerance?

I am Doing my Best to Boycott U.S. Products…What are My Global Alternatives for Investing in Fine Wine? What are Your Top Three Investments and Why? Are U.S. Companies Possibly Facing More of a Headwind Than What Most U.S. Investors are Thinking?

I’m a Rookie Investor, What Should I Avoid Doing? When Does it Make Sense to Make Early RRSP Withdrawals? What are Your Favorite Books on Investing?

I’m a Little Nervous Since This Would be My Second Time at the Altar, and There Were Money Issues in My First Marriage. We Haven’t Really Talked About our Attitudes Towards Money. What Suggestions do You Have?

Looking For an Undiscovered Stock That Might Benefit From Gen AI? What About my RRIF – Should it Contain Growth or Dividend Stocks? For a Lump Sum Add to My Portfolio Should I Practice Dollar Cost Averaging?

What are the Fees Inside my Mutual Fund Portfolio? What Should I Look For in an Investment Advisor?

Which Sectors Might be a Good Bet if Harris Wins the Election? What is Your View on Using GenAI for Retirement Planning?

Is There an Investment Opportunity in or Around CrowdStrike? Our Adult Son Who Lives With us Has Mental Health and Addiction Issues – How do we Deal With This in our Estate Plan? Do we Have Too Many Financial Stocks?

September, 2024

When You are Married, Should You Manage Your Portfolios Collectively or Separately? How Can I Manage my Extreme Overweight Position in Nvidia?

July/August 2024

Will Gen AI Stock Valuations Keep Going Higher? How Can I Stop Feeling so ‘Frozen’ With my Inheritance Money? I’m 33 – Where do I Start to Get Control of My Financial Life?

Will Small and Mid Cap Stocks Ever Outperform Again? And…Can You be a Successful Investment Advisor if You are Introverted?

What if You Don’t Feel at All Like Giving Back: are You a Hedonist With Your Money? And How to Help Your High Income Earning Daughter Develop an Interest in Investing…

Do you Understand Why Your Investment Advisor is Recommending so Many Preferred Shares? Do They get Paid Extra on Preferred Shares Perhaps? Also, How do Investment Return Expectations Vary by Culture?

Taking Over the Household Finances…Where to Start? And What is “Tokenizing Assets” All About? Oh and Why Didn’t our Money Manager Lock in Our Gains?

How Can I Hedge Against High Exposure to the “Magnificent Seven” in My S&P 500 ETF? And How do I Get a Grip on My Post-Separation Frivolous Spending?

Tax-Deductible Medical Expenses for the Self-Employed, How to Get Rid of Your Small Locked-in-Retirement Account, and Should I Still Have 70% in Equities at Age 72?

How to Figure Out How Well Your investment Portfolio has Actually Been Performing! And Even the ‘Nice’ Financial Advisors Prefer to Sell Funds With the Highest MERs…

How Can I Find ESG Ratings for Stocks in the Style of Institutional Rankings Such as Sustainalytics? How Will Generative AI Affect the Advertising Industry and as an Investor How Can I Capitalize on This Trend?

Should I Avoid Investing in Taiwanese Companies? What Should I do With My Severance Cheque? Is Now a Good Time for My Daughter to Enter the Finance Industry?

What are Some Financial Implications for Same Sex Couples? Is it a Good Time to Invest in the Semiconductor Industry? What are Your Top Tips for Managing Money?

What do You Think of Covered Call ETFs? And What Are the Qualities I Should Look For in an Investment Advisor?

Is Now a Good Time to Add Some International Exposure? And What do I Need to Know About Disposition of Assets on Death?

What is an IRP Account and When Would it be Appropriate? Do You Have Any Tips for My Daughter Who Recently Graduated with a Business Degree?

How Much Car Insurance is the Right Amount? The Answer Might Surprise You!

Is it Possible to Invest in Famtech? Do I Need a Financial Separation?

Eldercare (aka Daughtercare) Often Includes Managing Investment Portfolios, the Problems with Over-Diversifying, and is Now a Good Time to Invest in the Metaverse?

Ways to Stand Out as a Financial Advisor, Geographic Arbitrage, and the Future of the Finance Industry

How “Comfortable” are Your “Comfort Funds”, What is a Reasonable Management Fee, why Does our Advisor Not Invest All our Money, and When to Sell!

How to Ensure Both Persons in a Couple Meet Their Individual Portfolio Goals, What to Ask Your Advisor in Your Portfolio Review Meeting, and What About Including Private Equity in My Holdings?

How Can I Communicate Better With my Advisor, and How Can I Help my Much Younger Wife Plan for Her Future Financial Situation?

Can Retail Investors Beat the TSX, Strategies for Reducing Taxes Payable on High Flyers, and Will I Meet My Retirement Objectives?

A Long Short Alternative Fund, Women's Investment Communities, and Investor Know Thyself!

Retirement Planning Software, a Portfolio Career, and is Your Portfolio Too Risky?

Common Law Agreements for a Variety of Relationship Situations

Should You Really Be That Comfortable with Your Bank’s ‘Comfort Growth Portfolio’? And: Financial Considerations When Thinking About Moving Out of Your Parent’s Home

July/August 2021

How to Put Together Your Investment Policy Statement and How to Figure Out Your Overall Asset Mix

Long-Term Disability Insurance, Critical Illness Insurance, and a Currency Strategy for Snowbirds

Credit Union Shares, When to Take Government Pension, Drawing Income from Portfolio

Art, Financial Planners, Intangible Assets

Crowdfunding, ESG

Invest Like a Pension Fund, Relationships & Money

Air Canada Stock, Weighting in Tech Sector, Tuition for US Education

US Estate Taxes, Short-Term Investing Strategies, Male Versus Female Advisors

Rebalancing Zoom, Gold Outlook, Property Sale in the US

July 2020

Energy Sector, Pooled Funds, REITs

June 2020

bottom of page