BMO for Women Report: The State of Financial Planning for Business Owners

With a focus on women business owners and decision makers, a survey of nearly 900 men and women was conducted to learn and understand what might be different in men and women’s approaches to managing their personal and business wealth. This report by BMO explains what the study uncovered, revealing some valuable insights into the financial attitudes and behaviors of high-net-worth individuals, business owners, and decision makers, and specifically women within these groups.

Key findings from this report highlighted a need to improve high-net-worth women’s financial literacy and the untapped potential for women to improve in all aspects of business planning.