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.

Unstuck: How to Get Out of Debt and Start Living the Life You Want

Tuesday, February 23, 2021 – 6:00pm – 7:15pm

If you are struggling with debt or cash flow, join Sheila Walkington and learn how to:

  • Stop living paycheque to paycheque
  • Get off the treadmill of working harder and feeling farther behind
  • Create a systematic plan to get out and stay out of debt for good
  • Save for the things you want
  • Deal with unexpected financial demands

This session will give you the tools and the motivation to become debt-free and cash flow positive – sooner than you think!

Taught by: Sheila Walkington, BA, CFP®, CFO and Co-founder Money Coaches Canada
Sheila Headshot

Sheila Walkington is co-founder of Money Coaches Canada – a national network of fee-only Money Coaches and Financial Planners. Sheila has been working as a Money Coach since 2004, when CBC interviewed her as one of the first Money Coaches in Canada.

Sheila trains and mentors financial professionals across Canada who want to offer fee-for-service money coaching services. She is also available for speaking engagements and corporate money coach training. She is no longer able to take on new individual clients.

Market Update: What is New and What Isn’t

Tuesday, February 2, 2021 – 6:00pm – 7:15pm

Every year seems to bring in just enough change to keep us alert, and enough the same to help us weather the changes. From her vantage point as Senior Portfolio Manager with Guardian Capital in Toronto, Fiona Wilson will share her perspective on what is happening in the markets and how she is positioning portfolios.

She will also:

  • Discuss her view on dividends and new trends in this area
  • Provide fascinating insight into the use of Artificial Intelligence guide portfolios and make portfolio decisions is fascinating
  • Address themes for the future of our economy and how COVID-19 has sped up many of the technological advances in the realm of investment management, for better and for worse.
Taught by: Fiona Wilson, CFA, MBA, Senior Portfolio Manager
Fiona Headshot

Fiona’s career in the financial services industry began in 1989 when she joined CIBC as an options trader. Prior to joining Guardian, Fiona was Portfolio Manager, Global Derivative Instruments with Ontario Municipal Employees Retirement System (OMERS). Previous roles included Head of Currency Options Marketing, South East Asia for Societe Generale with postings in Tokyo, Singapore and London. Her experiences included structuring classical and exotic option trading and hedging strategies for central banks, corporate and institutional clients throughout Asia.

Your New Career: Stand-Out Resumes for Any Economy

Tuesday, January 19, 2021 – 6:00pm – 7:15pm

Are looking for work or want to be ready to pounce on the next great career opportunity?  If so, does your current resume strongly present you and your value proposition?

The pandemic has been a monumental disrupter to our lives, the economy, and the workplace. This has led to both unemployment in many sectors as well as new, exciting opportunities!

In this practical and inspiring session, you will:

  • Gain a strategic approach to developing a stand-out resume that will open new career doors and help you to attain your financial goals.
  • Discover 3 critical resume writing principles that will assist anyone regardless of their career phase or job level.
  • Learn specific practical techniques even well-qualified candidates miss.

Check out the webinar recording here: https://youtu.be/IKDiHAc5V4Q

 

Taught by: Marlene Delanghe, M. Ed.
Marlene Headshot

Marlene, Founder and Principal of Career Solutions, consults with organizations that want to stay ahead of the curve with progressive human resource practices.  With 20 years of experience, her clients include Fortune 500 companies, national and local firms in technology, and many other sectors.

She is also Faculty at BCIT providing business communication skills within technical professional training programs.  From her HR consulting role and instructional role, she has seen over 10,000 resumes in the last 5 years and is eager to share her insights on how to leverage a candidate’s value within their targeted job market.   From professionals with doctoral degrees to entry-level candidates, she has a depth of knowledge of what it takes to get into the “yes” pile.

She holds a Master’s Degree in Educational Psychology, a Certificate in Human Resources, an undergraduate degree in Business Administration, as well as certifications in numerous psychometric tools.  She has been a contributor to the Sophia Wealth Academy since its inception, is an active member of Chartered Professionals in Human Resources of British Columbia & Yukon and was nominated for a Governor General’s Award for excellence in her research examining the underemployment of professionals.

About Us

Health, Hormones, and Happiness

Saturday, January 16, 2021 – 10:00am – 11:30am

Managing stress is fundamental to leading a joyful, prosperous life, yet it can seem as if each passing year brings more anxiety. During this past globally unsettling year many have reached record levels of fear and worry. How do we cope? We all want to enjoy our lives. We all want to feel relaxed, secure, and to sleep well at night — even when we cannot control what is happening in our external environment.

Using current research, common sense, and drawing upon years of medical experience, Dr. Anita Tannis will teach us:

  • What happens to our bodies and minds when we are stressed and anxious
  • How to overcome and disrupt negative stress patterns
  • Nutrition and its role in balancing mood and increasing resilience
  • Hormonal regulation and its impact on health
  • New ideas for developing mental stability and physical vitality

Check out the webinar recording here: https://youtu.be/BR9DPNxfBdE

 

Taught by: Anita Tannis, MD

Dr. Anita Tannis is an Integrative and Functional Medicine Physician who graduated from McMaster Medical School in 1990 after completing her BA in Philosophy at Queen’s University, both in Ontario, Canada. The intersection of Art and Science, of the Body-Mind-Spirit in Health and Wellness has always fascinated her. Her current successful solo practice of eight years in West Vancouver, British Columbia is focused upon “Stress and Hormones”, first treating peri and menopausal women, then their husbands, their parents, kids and neighbours. Dr. Tannis employs whatever tools are needed to help her patients create inner and outer balance: hormones, detox and diet, nutraceuticals, acupuncture, awareness, movement, meditation, and more.

She is Assistant Clinical Professor in the Department of Family Practice at the University of British Columbia, and has been formally teaching Communication Skills to medical students for over a decade. She Certified in Holistic and Integrative Medicine (ABHIM) in 2002, certified in Medical Acupuncture from U. of Alberta since 2007 and she continues to pursue ongoing continuing education and certification in Functional Medicine, Bio-Identical Hormone Management, Stress and Age Management medicine. She was a physician for five years with Canada’s unique Integrative Cancer Care Center, Inspire Health, and she has also spent 22 years working with Vancouver Community medicine (VCH)–primarily with Adolescent sexual and mental health but also with Immigrants and Refugees. She is a frequent popular speaker in her extended community on the subject of “Stress and Hormones” and, more recently, on “Everything Is Connected to Everything Else”.

Dr. Tannis is a mother and a daughter who continues to study Transpersonal Psychology, Buddhism, yoga, and Tai Chi. She has a passion for personal development and the outdoors—all of which deeply informs her work.

LEAP into 2021!

Tuesday, January 12, 2021 – 6:00pm – 7:15pm

Most of us either go to bed or wake up worrying about something. Yet, worrying is as effective as trying to resolve an algebra equation by chewing bubble gum. It can destroy creativity, performance, and dreams. Discover how to create more joy and impact in your life and your business.

Now is the perfect time to re-connect with what you wholeheartedly want and align everything you do to achieve it!

In this energizing and dynamic workshop, you will learn:

  • 6 smart, unconventional principles to live and lead by design
  • To rediscover the greatness and power behind “Walking Your Talk!”
  • What it means to “Wear Your Lucky Underwear” and “Clean Your Gutters”
  • A simple, effective and tangible way to reduce worry and increase peace-of-mind
  • To delve deeper into your own unique “Power of Zero Tolerance” to help you authentically live, lead and grow by design, not by default.

Check out the webinar recording here: https://youtu.be/lVSkCo8dU0c

 

Taught by: Isabelle Mercier Turcotte, Brand Positioning Strategist & Business Growth Catalyst
Isabelle Headshot

Isabelle is one of North America’s Top Business Influencers, bestselling author of the marketing and business book: The Next Big Thing: Top Trends From Today’s Leading Experts to Help You Dominate the New Economy, two-time TEDx speaker with over 2.5 Million views, and a TV show host. Isabelle’s sole purpose is to help entrepreneurs and business leaders become and remain The First, The Best, or The Only.

She co-founded her first business a few years out of her teens and quickly became one of the most awarded branding firms in Canada including Canada’s Best SME Entrepreneur Of The Year. She brings over 25 years of branding, marketing, and customer experience expertise and has worked with more than 500 companies, including some influential and iconic brands like A&W, Robeez Footwear, Earls Restaurants, IMAX Corporation, and HSBC Investments just to name a few. Isabelle teaches how to grow businesses and brands that are designed to thrive in any economy by becoming and remaining – The First, The Best, or The Only.

Speaking

The Yoga of Money

Saturday, November 21, 2020 – 9:00 AM to 10:30 AM

Nothing exists by itself. Nothing comes from nothing. How we are “on the mat” or the meditation cushion can be a metaphor with how we engage with our life. The process is circular, we bring who we are to the practice; and the practice, if we are mindful, comes “off the mat and into the world.”  Even our financial wellbeing is connected to the way we hold our energy and use our body. If you don’t know where your foot is, how can you find your footing in your life? Paying attention, mindfully aligning your body, breath, and actions is the doorway to a more fully integrated, joyful, and prosperous being. In this workshop, Patricia will teach you how to apply these principles of the yogi to the everyday practice of building a joyful and successful life.

Check out the webinar recording here: https://youtu.be/yJr6RL4twiE

 

Taught by: Patricia Healey

Patricia Healey, CEO Enlightened Achievement is an internationally acclaimed facilitator and consultant who has successfully conducted thousands of seminars worldwide to Fortune 500 companies, private industry and crown corporations.

Through her work in complimentary medicine, nutritional consultant, wellness & physical therapist, yoga and mindfulness teacher, Patricia coaches all aspects of the individual – physical, mental, emotional and spiritual.  She has taken initiations and teachings from H.H. The Dalai Lama, Zasep Tulku Rinpoche; and continues her yoga studies yearly at The Iyengar Institute in India. Patricia resides much of the year at her home in the West Indies, where she teaches yoga, conducts mindfulness retreats and travels to teach her corporate seminars.

Learn more about Patricia: https://satiyogaworldwide.com/

Market Update: The Art of Boring

Tuesday, November 10, 2020 – 6:00 – 7:00 PM

In this workshop, Neeraj Jain from Mawer Investments in Calgary, will share some simple strategies, frameworks, and insights to help listeners make better investment decisions and interpret what is going on in the capital markets today.

He will provide an insight into some bottom-up, long-term investing signals to cut through the short-term noise.

In short, this workshop will be a concise overview of what is happening now in the world of investments according to one of Canada’s top portfolio managers.

Check out the webinar recording here: https://youtu.be/8B-Wu1g5iH0

 

Taught by: Neeraj Jain, CFA

Neeraj Jain is a member of the institutional client management team at Mawer Investment Management Ltd., which he joined in 2020. He is responsible for the management and servicing of institutional clients.

Prior to joining Mawer, Mr. Jain was Head of Institutional Business Development at CGOV Asset Management before its acquisition by Fiera Capital in May 2018, after which he focused on institutional clients, Indigenous communities, and consultants in Western Canada. Mr. Jain also worked at AGF Investments as Head of Institutional Global Client service, and began his career in investment management research, working at AIMCO and Mercer Investment Consulting.

Mr. Jain earned a Bachelor of Mathematics degree from the University of Waterloo. He is a Chartered Financial Analyst (CFA) charter holder with investment experience since 2003.

He is a member of the CFA Institute and the CFA Society Toronto.

Transitioning Through Divorce

Wednesday, October 21, 2020 – 6:00 to 7:00 PM

Divorce can be complex, challenging, and at times overwhelming. It is hard to know where to turn and how to negotiate this significant life transition.

Karen Redmond, a family lawyer, and mediator will lead this highly informative overview of the legal options open to those considering transitioning out of their spousal partnerships. She will also look at the continuum of conflict and will touch on the various emotional and financial components of the options presented.

Check out the webinar recording here: https://youtu.be/N_4f0tTFjME

 

Taught by: Karen Redmond, LLB, BEd, BA

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

Boundaries 101

Thursday, October 1, 2020 – 10:00 to 11:30 AM

Understand what it feels like to solidly stand behind your ‘no’ and your ‘yes’ without fear, guilt, shame or anger. Saying ‘no’ when you mean it, and ‘yes’ when you mean it, is key to a clear and healthy communication in your personal, work, or business relationships.

In this presentation, you will learn the virtue of honouring your boundaries within and without.

Feel empowered as you stand strong for your best and highest good regardless of familial or cultural conditioning.

Check out the webinar recording here: https://youtu.be/-b-h_N-pVb4

 

Taught by: Sony Baron, MA, MA., therapist, divorce coach, shaman and teacher

Sony’s educational background includes two Master degrees in Counselling Psychology and Education as well as training in couple and family therapy, Shamanic Healing, Reiki, and other energy healing modalities. She has years of experience teaching in college and university, working in health clinics and having a private practice where she works as a counsellor and a shamanic healer.

Learn more about Sony Baron at baroncounselling.com.

Negotiation: For the Lovers Not the Fighters

Tuesday, September 29, 2020 – 6:00 – 7:00 PM

In this highly engaging workshop, we will draw on conflict resolution theory and practical life experience to help you create strategies to initiate and manage difficult conversations. You will learn to ask for what you want – at home and at work!

This workshop, geared toward women, will use real life examples to help you create a tool kit of options for handling some of life’s trickier conversations.

You will learn:

  • What is a negotiation?
  • How to prepare for a difficult conversation
  • The five stages of a negotiation
  • The “invisible contracts” women enter into and how to get out of them
  • Managing emotions and taking back power

Check out the webinar recording here: https://youtu.be/KQ36uprYxlg

 

Taught by: Carrie Gallant, J.D.

Carrie Gallant brings her experience as an executive, former practicing lawyer and adjunct law professor to her work in helping clients master the art and science of negotiation and influence, and authentic leadership conversations that engage, build trust and culture for inspired innovation.

Carrie weaves psychology, neuroscience and improvisation with strategy as she inspires and empowers her clients to think bigger, negotiate more powerfully and step up into greater influence and impact.

She is founder of The Gallant Leader™ Institute and the EARN Your Worth™ Leaders Lab, an accredited Negotiation Consultant with ENS International and certified in Conversational Intelligence® and Authentic Leadership for Teams®.

Making the Pension Decision

Thursday, September 17, 2020 – 6pm-7pm

Mandatory requirements, multiple options, survivor benefits…? How do you make decisions that are sound, not just for now, but for the long term?

It is becoming increasingly difficult to manage multiple income streams from the many sources that will fund our retirement. We often change jobs and it is possible to end up with 3 or 4 different kinds and sources of pensions, not to mention government benefits.

In this workshop you will learn:

  • The factors involved in knowing when to start your pension
  • Different options and what they mean: annuities, bridges, guarantee periods
  • Survivor benefits – their costs and advantages
  • Multiple stream income planning and the taxation consequences

Check out the webinar recording here: https://youtu.be/KFFaXVyd-b8

 

Taught by: Kamal Basra, Financial Advisor, BSc, CFP, FMA, FCSI
Kamal headshot

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.

Meet Kamal Basra

Health, Hormones and Your Investments

Sunday, December 1, 2019

Join us for an exciting new perspective on behavioural finance and our health.

How do our hormones effect our decision making in general and our risk-taking behaviour with regard to our finances?

Does progesterone make us more resilient in volatile markets? Would a shot of testosterone give us the courage to have a heavier equity rating in our portfolios?

Dr. Anita Tannis and Tracy Theemes will intersect their educational and practical professional experiences to help you figure out how your hormones may be impacting your long-term financial success.

Dr. Anita Tannis is an Integrative and Functional Medicine Physician who graduated from McMaster Medical School in 1990 after completing her BA in Philosophy at Queen’s University, both in Ontario, Canada. The intersection of Art and Science, of the Body-Mind-Spirit in Health and Wellness has always fascinated her. Her current successful solo practice of eight years in West Vancouver, British Columbia is focused upon “Stress and Hormones”, first treating peri and menopausal women, then their husbands, their parents, kids and neighbours. Dr. Tannis employs whatever tools are needed to help her patients create inner and outer balance: hormones, detox and diet, nutraceuticals, acupuncture, awareness, movement, meditation, and more.

She is Assistant Clinical Professor in the Department of Family Practice at the University of British Columbia, and has been formally teaching Communication Skills to medical students for over a decade. She Certified in Holistic and Integrative Medicine (ABHIM) in 2002, certified in Medical Acupuncture from U. of Alberta since 2007 and she continues to pursue ongoing continuing education and certification in Functional Medicine, Bio-Identical Hormone Management, Stress and Age Management medicine. She was a physician for five years with Canada’s unique Integrative Cancer Care Center, Inspire Health, and she has also spent 22 years working with Vancouver Community medicine (VCH)–primarily with Adolescent sexual and mental health but also with Immigrants and Refugees. She is a frequent popular speaker in her extended community on the subject of “Stress and Hormones” and, more recently, on “Everything Is Connected to Everything Else”.

Dr. Tannis is a mother and a daughter who continues to study Transpersonal Psychology, Buddhism, yoga, and Tai Chi. She has a passion for personal development and the outdoors—all of which deeply informs her work.

Money, Love & the Law

Friday, November 1, 2019

What happens when we bring together one of Canada’s top family systems consultants, a family lawyer-mediator and a financial advisor with a psychology background? You get a lively, informative and highly entertaining discussion!

Join us as we look at the historical paradigms of marriage and the problems these old school ideas are creating in our new world. We will talk about the legal, psychological and financial responsibilities of spousal relationships in BC as well as the ins and outs of successfully navigating confusing and often misleading conceptions of healthy relating and long-term commitments.

Taught by: Karen Redmond, LLB, BEd, BA and Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS

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

New Paradigms of Retirement – Part 1

Friday, November 1, 2019

Our ideas of retirement are being turned upside down with the realities of longer life expectancies, economic upheaval, and constant social change.
In this workshop you will learn:

  • The four new phases of retirement and their financial impact
  • Determining need and designing financial objectives that are achievable
  • The economic implications of longer life expectancies
  • How to balance risk with financial security

New Paradigms of Retirement – Part 2

Friday, November 1, 2019

In this workshop you will learn:

  • Methods for determining income needs
  • Asset allocation strategies that match your situation
  • Identifying Income streams and their individual taxation implications
  • Ensuring funds are sufficient for long term needs

Modern Portfolio Strategies

Tuesday, October 1, 2019

Modern Portfolio Theory is no longer modern and there are no “efficient frontiers” to be seen any time soon.

What are the most current ideas around investment management? How does the behavioural economics concept of irrationality play into our actions as managers of finance?

As an investor, knowing the trends, misconceptions and current research will help you manage your decision-making processes and better support your personal financial objectives.

Energy, Flow and Your Finances: A Two-Part Workshop

Tuesday, October 1, 2019

Sony Baron asks, “What is your grief around the flow of money and success“?

Stuck energy can occur at many levels. This can make addressing impediments to our well-being challenging. In this powerful, experiential workshop, each participant will be supported and heard as we share stories and engage in reflection and personal exploration.

Sony will create a safe, sacred, heart held community. You can expect meditation, drumming, and journeying into your own deeper levels of consciousness to clear the obstacles to success in the areas of your life you feel blocked.

Personal Message from Sony: “Prerequisite for attendance is a strong intention to be fully present and a willingness to hear yourself and others. When you show up this way, you may experience a shift in your life, finances, work, health, relationships, and self-expression. If this appeals to you, then this circle of learning is for you”.

Taught by: Sony Baron, MA, MA., therapist, divorce coach, shaman and teacher

Sony’s educational background includes two Master degrees in Counselling Psychology and Education as well as training in couple and family therapy, Shamanic Healing, Reiki, and other energy healing modalities. She has years of experience teaching in college and university, working in health clinics and having a private practice where she works as a counsellor and a shamanic healer.

Learn more about Sony Baron at baroncounselling.com.

Financial Wellness Fundamentals

Wednesday, May 1, 2019

Where do you start? How do we marry our values with our financial planning? This workshop will look at how we prioritize our steps and figure out the plan of action to achieve specific goals. We will also address the psychological aspects of money management and outline some tips for overcoming stuck patterns or habitual emotional responses that may get in the way of achieving our financial objectives.

Up Your Earnings Game

Monday, April 1, 2019

Career strategy is about more than finding and keeping a job. It is leveraging your key skills and aptitude into relevant work that optimally remunerates you.

In this workshop, Marlene Delanghe will explain the foundations of career planning and salary negotiation. You will learn how to map out a career path, negotiate a better salary and learn some tips on how to have career conversations that will lead to a more satisfying work life

Taught by: Marlene Delanghe, M. Ed.
Marlene Headshot

Marlene, Founder and Principal of Career Solutions, consults with organizations that want to stay ahead of the curve with progressive human resource practices.  With 20 years of experience, her clients include Fortune 500 companies, national and local firms in technology, and many other sectors.

She is also Faculty at BCIT providing business communication skills within technical professional training programs.  From her HR consulting role and instructional role, she has seen over 10,000 resumes in the last 5 years and is eager to share her insights on how to leverage a candidate’s value within their targeted job market.   From professionals with doctoral degrees to entry-level candidates, she has a depth of knowledge of what it takes to get into the “yes” pile.

She holds a Master’s Degree in Educational Psychology, a Certificate in Human Resources, an undergraduate degree in Business Administration, as well as certifications in numerous psychometric tools.  She has been a contributor to the Sophia Wealth Academy since its inception, is an active member of Chartered Professionals in Human Resources of British Columbia & Yukon and was nominated for a Governor General’s Award for excellence in her research examining the underemployment of professionals.

About Us

Health, Hormones and a Happy Life

Thursday, November 1, 2018

Dr Anita Tannis, a family physician specializing in integrative medicine looks at health and wellness from a contextual point of view. As aging adults we are often confused and sometimes stressed out by our aging bodies. How does ongoing life stress affect us? And what do we need to know about sexuality and hormones to best manage the physical and often social transitions we find ourselves negotiating.

Dr. Tannis will present the newest research and best practices to assist you in understanding how you can take care of yourself for optimal health, pleasure and longevity.

Taught by: Anita Tannis, MD

Dr. Anita Tannis is an Integrative and Functional Medicine Physician who graduated from McMaster Medical School in 1990 after completing her BA in Philosophy at Queen’s University, both in Ontario, Canada. The intersection of Art and Science, of the Body-Mind-Spirit in Health and Wellness has always fascinated her. Her current successful solo practice of eight years in West Vancouver, British Columbia is focused upon “Stress and Hormones”, first treating peri and menopausal women, then their husbands, their parents, kids and neighbours. Dr. Tannis employs whatever tools are needed to help her patients create inner and outer balance: hormones, detox and diet, nutraceuticals, acupuncture, awareness, movement, meditation, and more.

She is Assistant Clinical Professor in the Department of Family Practice at the University of British Columbia, and has been formally teaching Communication Skills to medical students for over a decade. She Certified in Holistic and Integrative Medicine (ABHIM) in 2002, certified in Medical Acupuncture from U. of Alberta since 2007 and she continues to pursue ongoing continuing education and certification in Functional Medicine, Bio-Identical Hormone Management, Stress and Age Management medicine. She was a physician for five years with Canada’s unique Integrative Cancer Care Center, Inspire Health, and she has also spent 22 years working with Vancouver Community medicine (VCH)–primarily with Adolescent sexual and mental health but also with Immigrants and Refugees. She is a frequent popular speaker in her extended community on the subject of “Stress and Hormones” and, more recently, on “Everything Is Connected to Everything Else”.

Dr. Tannis is a mother and a daughter who continues to study Transpersonal Psychology, Buddhism, yoga, and Tai Chi. She has a passion for personal development and the outdoors—all of which deeply informs her work.

Love and the Law

Thursday, November 1, 2018

“Let’s move in together!”
“Want to get married?”
“There’s no way in Hades you are getting any money from me when I’m gone!”

Taught by two of Vancouver’s finest legal minds, we will address how the law shapes our relationships and the responsibilities that we, often inadvertently, sign up for when we make relationship commitments – and threats!

The new family and estate laws are altering our expectations as well as our legal roles and responsibilities to one another. It is important to know what your promises mean and how to best protect yourself from unexpected twists and turns in life.

Empowered Investing for Young Professionals

Monday, October 1, 2018

Landing a great job and feeling like your career is finally launched are momentous milestones of adulthood. But with a salary and employment come decisions about savings, investments, whether to buy or rent and how to pay off student debt.

In this interactive and engaging workshop, you will learn:

  • How to make well informed, confident investment decisions
  • The relationship between asset allocation and investment return
  • Debt versus savings
  • How to balance risk with financial security
  • TFSAs, RRSPs, GICs

New Paradigms of Retirement

Monday, October 1, 2018

Our ideas of retirement are being turned upside down with the realities of longer life expectancies, economic upheaval, and constant social change.

In this workshop you will learn:

  • The four new phases of retirement and their financial impact
  • The economic implications of a longer life expectancy
  • Modern income planning strategies
  • How to balance risk with financial security
Taught by: Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS and Kamal Basra, Financial Advisor, BSc, CFP, FMA, FCSI

Money, Marriage and Mayhem

Saturday, September 1, 2018

Sponsored by UBC Sauder School of Business, Tracy Theemes will be at the Vancouver Club to teach more about communicating and managing finances in your relationships.

This year, Tracy will be joined by guest expert, Lisa Alexander, Collaborative Family Lawyer & Mediator, to lead this interactive workshop that aims to help you feel more confident in your ability to discuss money and create a prosperous financial life.

The Psychology of Money

Tuesday, May 1, 2018

When it comes to money, nothing is really as it seems.

The idea that humans are rational and their relationship with money is logical has been soundly disproven in the research. Gender, socio-cultural conditioning, epigenetics, family system theory combined with the dynamics of a changing world create psychological responses that are often unknown and can thwart our most precious financial goals.

In this workshop taught by Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS, you will learn:

  • 7 principles of personal financial behaviour
  • 3 factors that affect our relationship with money
  • The basic principles of behavioural finance and their consequences in the field of personal financial planning
  • Ways to overcome your own biases and patterns to achieve a better, more successful and peaceful financial life

Estate Planning Essentials

Sunday, April 1, 2018

Transferring wealth is a complex affair.

With new estate laws and ever-increasing complications in families, there are many land mines – and opportunities that need to be understood. The days of just writing up a letter of your last wishes with a signature from a neighbour are over. To protect yourself, your family, your assets and leave a legacy to be proud of you will need to prepare carefully. Nicole Garton has guided hundreds of families through the murky and often troubled waters of organizing their estates. Now is the time to figure this out.

Nicole Garton, B.A., LL.B., TEP, founder and principal of Heritage Law, is a lawyer, mediator and parenting coordinator of family law, wills and estates matters. She is accredited by the Law Society of BC to act as a Family Law Mediator, Parenting Coordinator and Family Law Arbitrator. Nicole is certified by Family Mediation Canada as a Comprehensive Family Mediator and is on the executive of the Canadian Bar Association Wills and Estates and Elder Law Sections.