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.
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.
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.
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.
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
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.
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
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
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.
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
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.
Listen to Your Body and Change Your Life! Part One
Wednesday, March 17, 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 here.
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.
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!
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.
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.
