Past Events

Browse our range of successful past educational events

Our past events were highly successful in providing women with education in a broad range of topics ranging from modern investment strategies, legal, psychological and financial relationship responsibilities, retirement paradigms, the psychology of money, behavioural finance, salary negotiation and many more.

Karen Redmond
Sandy Hawkins
Tracy Theemes

Transitioning Through Divorce

Tuesday, November 23, 2021 – 6:00pm – 7:30pm

Divorce can be complex, challenging, and at times overwhelming. Join Tracy Theemes as she moderates this highly informative panel discussion of the emotional, legal, and financial aspects of divorce with family lawyer Karen Redmond and divorce coach Sandy Hawkins. They will draw upon their diverse backgrounds and expertise to provide a comprehensive overview of what it means to transition through divorce.

Where: Zoom

 

Karen Redmond was called to the bar in 2004 and has practiced exclusively in the area of family law since 2008.  She opened her own firm in 2011 and has been teaching family law at UBC as an adjunct professor since 2014.  Karen is a mediator and a member of Collaborative Divorce Vancouver Group having served on the board for 6 years, finishing as board chair in 2017.  Karen’s proudest accomplishment is her three daughters, who are all currently pursuing post-secondary education, which may require Karen to remain in the practice of law indefinitely…

Read more about Karen, https://www.redmondlaw.ca/about/

Sandy is a Registered Clinical Counsellor (RCC) with a Master of Arts in Counselling Psychology. She co-founded Concordia Counselling Services in 2008 with her partner, Lindsey Jespersen. Her practice is dedicated to working with adult individuals, couples, adolescents and families with an additional focus on separation and divorce. Sandy has additional training in Family Systems, Narrative Therapy and Gottman Couples Therapy, which allows her to address her clients’ concerns both quickly and completely. She has also completed advanced training in Collaborative Divorce and mediation. Sandy has been involved with Collaborative Divorce Vancouver since 2010 in several capacities as a member, Board Member for 6 years, and Co-Chair of the Board from 2016-18. In her work with Collaborative Divorce, she is both a Divorce Coach and Child/Youth Specialist. In her separation/divorce work, she is part of a team that includes lawyers and financial specialists who create and draft parenting plans for separation agreements. In addition to her education and experience in private practice, she has also worked in clinical settings with Family Services of Greater Vancouver and Pacific Coast Family Institute.

http://www.concordiacounselling.ca

Tracy is a leading authority on the issues facing women in our economic world. She graduated from the University of British Columbia with a Master of Arts in Psychology and experienced firsthand how poverty created long term disadvantage while working with women and families in some of Vancouver’s poorest neighbourhoods.

Tracy started her financial career as a financial consultant with Smith Barney, a US brokerage firm, and later worked with RBC Dominion Securities in Canada.  In 2009, she co-founded Sophia Financial Group a full-service advisory firm focused on providing a socially conscious, financial planning and investment management firm on Vancouver’s west side.

Read Tracy’s full bio.

Nadeem Kassam
Luiz Furlani

Market Update and 2022 Outlook

Tuesday, November 9, 2021 – 4:00pm – 5:00pm

In this fireside chat format, our guest speakers will provide an overview of current interest rates, valuation, inflation and economic policy and their impact on the major asset classes—bonds, fixed income and currency. They will also discuss the short and long-term perspectives on portfolio management.

There will be a Q&A session after the presentation, so bring your questions!

Where: Zoom

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Listen to workshop on YouTube

Download workshop reference materials

Nadeem has over 10 years of capital market experience, including a wealth of experience supporting the Advisory channel. He previously worked in the Investment Strategy Group at CIBC Wood Gundy, where he co-managed six North American equity-only and balanced strategies with top-quartile performance, helping to grow assets under management in the portfolios to over $3 billion across platforms. Prior to joining Raymond James, Nadeem was a Senior Equity Research Associate at RBC Capital Markets where he covered Canadian Consumer Staple, Discretionary and Industrial companies. Nadeem is a CFA charter holder and has earned his MBA from the York University Schulich School of Business.

Luiz has over 10 years of capital market experience working on both the institutional research and buy-side with firms across North and South America. Luiz previously worked with the Canada Pension Plan Investment Board (CPPIB) where he was responsible for generating economic and financial forecasts for several global markets. Prior to joining CPPIB, Luiz worked at Sicredi Asset Management in Brazil as a Portfolio Manager. In this role, Luiz was responsible for the development and management of the firm’s fixed income mutual funds (AUM over C$10 billion).

Bettina Rothe

Life Aligned

Saturday, October 16, 2021 – 9:30am – 11:00am

It is challenging to get all the elements of our life aligned in harmony. Whether it is in our financial plan, our leadership style or in our personal relationships, the practice of embodied leadership will help us to achieve alignment.

In this dynamic and experiential workshop, you will learn how to:

  • Bring together vision (mind), passion (heart), and life-force (body)
  • Notice where you fall out of alignment (e.g., doubts, fears, no forward movement)
  • Bring yourself back through body based practices, mindfulness, and change of your inner narrative

Bettina provides practical tools and practices to help align and integrate change for a non-reactive and conscious way of leading life, one that is embodied and heart-centred.

Where: Zoom

 

NOW AVAILABLE! Listen to Bettina’s Wise Money Talks Life Aligned workshop on our YouTube channel

Bettina Rothe is passionate about igniting one’s connection to the intelligence of the body. She is an embodied leadership coach, 5Rhythms® movement facilitator, trained psychologist and pioneer in the field of somatic intelligence. Bettina supports clients in the development of an authentic leadership presence that is powerful, compassionate and self-aware. She offers customized programs to a wide range of clients, from individuals to corporate organizations, to support them in developing new skills for the challenges they face in life and at work. Satisfied clients include Hootsuite, Tedx and Sony.
Bettina is the cofounder of SKYPILOTS, a transformational leadership training company that helps leaders to elevate and execute their visions with clarity and confidence.

As a 5Rhythms® teacher, has been teaching workshops internationally since 1998. Bettina lives in Vancouver, BC, Canada.

Contact:
Web: www.bettinarothe.com
FB/ IG: @bettinarothecoaching

Tracy Theemes

8 Principles of Sound Investing

Wednesday, October 13, 2021 – 6:00pm – 7:15pm

Let’s cut to the chase. What do you need to do to make your money work for you? When can you start and what should be your first step? These questions and many more will be addressed while exploring eight key investment principles. Whether you are starting out or have been in the market for years, this overview of checks and balances will enable you to develop and assess your strategy and make the necessary adjustments as needed.

In this concise and practical session, you will learn:

  • The steps to getting started
  • How to apply the eight key principles to your own financial situation
  • How to implement best practices for reducing risk and optimizing returns

Where: Zoom

 

NOW AVAILABLE! Listen to Tracy’s Wise Money Talks 8 Principles of Sound Investing workshop on our YouTube channel

Tracy is a leading authority on the issues facing women in our economic world. She graduated from the University of British Columbia with a Master of Arts in Psychology and experienced firsthand how poverty created long term disadvantage while working with women and families in some of Vancouver’s poorest neighbourhoods.

Tracy started her financial career as a financial consultant with Smith Barney, a US brokerage firm, and later worked with RBC Dominion Securities in Canada.  In 2009, she co-founded Sophia Financial Group a full-service advisory firm focused on providing a socially conscious, financial planning and investment management firm on Vancouver’s west side.

Read Tracy’s full bio.

Tracy Theemes

Women, Wealth, Wisdom: Wild Ideas and New Paradigms

Saturday, September 25, 2021 – 9:30am – 11:00am

Money is not a goal—it is a tool. The earth is not our slave but our salvation. Expressing the fullness of our humanity does not mean we need to live in a cave or lead a war. Over the last year and a half, we have learned many lessons about both our vulnerability and our core strengths. Now it is time to practice what we discovered and move forward in our financial, personal, and spiritual lives.

In this inspiring and motivating session, Tracy will share what she has learned about the following topics:

  • Disruption for good
  • Gentleness and generosity
  • Wealth and power
  • Leading from the heart

Where: Zoom

 

NOW AVAILABLE! Listen to Tracy’s Wise Money Talks Women, Wealth, Wisdom: Wild Ideas and New Paradigms workshop on our YouTube channel

Tracy is a leading authority on the issues facing women in our economic world. She graduated from the University of British Columbia with a Master of Arts in Psychology and experienced firsthand how poverty created long term disadvantage while working with women and families in some of Vancouver’s poorest neighbourhoods.

Tracy started her financial career as a financial consultant with Smith Barney, a US brokerage firm, and later worked with RBC Dominion Securities in Canada.  In 2009, she co-founded Sophia Financial Group a full-service advisory firm focused on providing a socially conscious, financial planning and investment management firm on Vancouver’s west side.

Read Tracy’s full bio.

Irene Nizzero

Goal Setting: Fact and Fiction

Wednesday, September 15, 2021 – 6:00pm – 7:15pm

The world is intent on telling us that success hinges on our ability to set goals and achieve them. Annual employee reviews revolve around them, we raise our kids to strive for them, and our fitness programs are built on them. However, research and life experience paint a different picture. What is the role of goal setting versus “taking life as it comes” or setting intentions? In this dynamic workshop the pros and cons of being goal-driven will be discussed as well as different kinds of goals and their outcomes. Because when all is said and done, not all goals are created equally.

During this presentation, these are some questions we’ll explore:

  • What makes a solid goal?
  • How can goals help…and hurt you?
  • Does motivation solve everything?
  • What is a powerful alternative to setting a goal?

Where: Zoom

 

Listen to Irene’s Wise Money Talks Goal Setting: Fact and Fiction workshop on our YouTube channel

When Irene is coaching, she feels like she is living her true calling. There is something quite remarkable about supporting individuals who are whole, resourceful and creative, albeit temporarily stuck on a challenge arrive at that awareness of the next right thing to do. She has worked with highly placed executives in multinational corporations honing their efforts to provide model leadership and high school students working to improve their GPA. The range of client experiences and the aspirations they bring to coaching has been rich and rewarding. Each client is her most important one, in the moment.

Her coach training is distinct from many programs, in that it is rooted in the tenets of positive psychology, evidence-based theories that describe conditions for optimum human flourishing and resilience. As a result, her approach with all clients is strengths-based, proactive and empowering.

Along with her training and experience in working with executives, Irene has a particular interest in supporting clients who are affected by ADHD. Her coach training has included specialized courses on these topics, among others.

She also delivers a variety of in-person and virtual workshops on the theme of human resilience and flourishing that have been widely well received. Drawing from years of teaching Positive Psychology at the post-secondary level, she uses this science to craft engaging presentations to enhance participants’ level of well-being.

positiveadvantagecoaching.com

Kamal Basra

Empowered Retirement

Wednesday, May 12, 2021 – 6:00pm – 7:15pm

We are managing cash flow and savings throughout our life. At first, we work for our money. In retirement we make money work for us. The days of everyone getting lifelong pensions are over for the majority of Canadians. So what does retirement really mean in 2021? And after?

In this workshop, modern paradigms will be discussed as well as practical strategies to plan for and manage this important stage of our financial life.

You will learn:

  • How to plan for and manage the 4 phases of a modern retirement
  • How to create a secure income for life
  • How to balance long term growth with safety
  • How to coordinate income streams for tax efficiency

Watch the webinar recording here. 

Kamal is deeply passionate about creating economic equality by providing education and quality professional investment advice. She started her career after graduating from Simon Fraser University with a Bachelor of Science degree in Molecular Biology. She performed heart disease research at UBC which led to her co-authoring a research paper in a prominent scientific journal. In her early career, she worked as a supervisor with the Canada Revenue Agency.

Kamal is a Certified Financial Planner, a Fellow of the Canadian Securities Institute and fully life insurance licensed. In 2009, she co-founded Sophia Financial Group a full-service advisory firm focused on providing a socially conscious financial planning and portfolio management firm on Vancouver’s west side.

Read Kamal’s full bio.

Philip Wong

Financial Fundamentals for Youth (ages 16 -25)

Tuesday, April 27, 2021 – 6:00pm – 7:15pm

You have a job and are earning money. What do you do with it? Who do you listen to? How do you avoid making errors?

In this workshop you will learn:

  • Basic terminology so you can ask for what you want
  • An overview of the financial system-who does what for whom
  • Basic cash flow management
  • What you should worry about and what isn’t important
  • The first steps to becoming an investor

Watch webinar recording on Youtube 

Taught by: Philip Wong, Portfolio Analyst
Sandy Gerber

Talking About Money

Thursday, April 8, 2021 – 6:00pm – 7:15pm

Money is a fact of life. But it is also laden with emotion, personal history and strong, often unconscious beliefs. Many of us find finances difficult to think about let alone, discuss. And communicating about money in our relationships can be especially problematic.

Although talking about money can be uncomfortable, there are strategies for making these conversations more productive and thoughtful.

In this highly engaging webinar, you will learn:

  • How to listen more fully
  • What is emotionally driving your financial choices and how to talk about it
  • An easy communication tool to use for difficult conversations
  • How to use emotional appeal in your communication to improve outcomes

Watch the webinar recording here. 

Sandy Gerber is a multiple award-winning communications and marketing strategist who has revitalized communications for Canada’s most beloved brands. Having founded three successful companies and authored two books, Sandy champions the power of emotional appeal through language in all of our relationships and the effect words can have on how we label our lives. Sandy uniquely blends her communications expertise with her keen interest in psychology. She is a certified Neuro-Linguistic Programming Practitioner and the visionary of the Emotional Magnetism™ communication technique. Gerber has been awarded multiple honours over the years including Mompreneur of the Year, YWCA’s Women of Distinction Finalist, and Businessperson of the Year. Known for her engaging and fun visual speaking style, Sandy’s presented and delivered impact to over 10,000 people at conferences, corporate events, universities, sales training, and mentor programs across North America. She has personally coached hundreds of people in effective communication methods and excellence standards.

Canadian motivational speaker Sandy Gerber

Mihael Mamychshvili

Listen to Your Body and Change Your Life! Part Two

Wednesday, March 24, 2021 – 6:00pm – 7:15pm

We all think change is difficult. We often resist it and even sometimes, fear it. But your body is the easiest avenue to create change. It is your truth detector. The body is not abstract and can be our greatest ally in building self-trust and strengthening resolve and resilience.

In this highly engaging and experiential workshop you will learn:

  • How to conquer fear
  • To identify your habitual operating system
  • The building blocks to moving forward with greater ease
  • Triggers and how to manage them
  • Ways to overcome habitual patterns that block us and change them
  • How to use the wisdom of our body to gain greater knowledge
  • New paradigms for understanding ourselves

Watch the webinar recording.

Download webinar pdfs including tools & worksheets: Part 1 & Part 2

Register for Mihael’s 6-week online class series: Method for Self Healing and Recovery.

Mihael is the Founder & Lead Therapist of Angel Hands Integrative Programs. His specialty is reconnecting the communication between the mind and body. His innovative approach to the body and broad knowledge and experience has lead to his reputation as a therapist who can initiate transformative change. After becoming a Shiatsu Therapist in 2001, he has developed his own style of therapy and methodology that focuses on the body-mind connection. He has helped clients change and transform through his treatments which look at the complete person. Developing strong palpation skills through over 20 years of manual therapy and mind-body studies, he has a gift to understand and translate what your body is trying to communicate.

Mihael is recognized by complementary as well as conventional health agencies like VGH Cardiac Rehab Centre, PainBc, and The Cancer Society where he is often asked to be a keynote speaker or educator. He has become well known for treating “tough cases” and extremely effective at Complex chronic pain, frozen shoulders, trauma, PTSD, digestive issues, chronic fatigue syndrome, migraines & headaches, and more.

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