Category: Tools, Talks & Resources

Where’s My Power?

| Financial Planning, Tools, Talks & Resources

Where’s My Power? The theme of our Sophia Wealth Academy 2025 was money and power. Together they can be used as a force for change and a better world. And yet, many of us shy away from this dynamic duo. Power can have negative associations, especially for women. Throughout history, it has been used against ...

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And What About Insurance?

| Financial Planning, Tools, Talks & Resources

And What About Insurance? More often than not, insurance is discussed as a distinct entity from one’s financial plan. And yet, to be most effective, it must be seen in context of one’s life. It should not be seen either as a standalone or simply, a product. Although it is, unfortunately, often sold that way. ...

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What’s Next

| Financial Planning, Tools, Talks & Resources

What’s next? On one hand I want to say, “who the heck knows!?”. But on the other hand, I do know some things. Beginning in February, Kamal and I are going to deliver a six-part lunch hour workshop series called Cash Flow Connections, focusing on the connections that need to be made between knowledge, behaviour ...

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