Wise Money Talks Events

Select from a variety of free virtual events and topics offered in our Wise Money Talks Series.

We are back with an exciting fall season! Join us for our popular “Wise Money Talks” — a series of free virtual events dedicated to helping you move forward in finances, relationships, and life in general. Regardless of where you are on the financial continuum, we are certain there is something here for you.

Check out our Cash Flow Connections Webinar Series — Wednesdays, Noon-1pm, Oct 20 to Nov 24 (Registration closed for the season)

Join Tracy and Kamal for their exciting six-part noon hour live webinar series. All you need is your lunch, a wifi connection, and an open mind!

ALL EVENT REGISTRATIONS OPEN SEPTEMBER 3, 2021

Nadeem Kassam
Ajay Virk

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

Register Now

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.

Ajay has been with Raymond James for over 6 years, serving in various capacities ranging from Operations, Portfolio Risk Management to Trading and Research, with a particularly defined focus and inherent interest in Foreign Exchange. Over his tenure, he has become the main point of contact for Foreign Exchange within the Firm while continuously leveraging his breadth of experience supporting the Advisory channel. Prior to joining Raymond James, he spent some time on the retail banking side of TD Canada Trust where he supported small business banking clients, coupled with a brief stint in investment banking at a boutique firm in San Francisco, and even dabbled in running various small family businesses. Ajay has both his CFA and CMT designations, along with a Bachelors in Economics from the University of California, San Diego.

 

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

 

Register Now

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.

Jennifer England

The Power of Letting Go

Monday, December 6, 2021 – 6:00pm – 8:00pm

In a “culture of urgency,” we can often feel overwhelmed, under-supported, and perpetually fatigued. How do we balance co-creation and intuition with the challenges of leadership and influence? In this probing discussion, we will address:

  • The torment of living in a culture that values speed and winning.
  • The paradox of control and letting go in an uncertain world.
  • How to cultivate growth, generosity, and exercise authentic power. Why being a #girlboss might undermine your impact.

Where: Zoom

Register Now

Jennifer England, founder of Spark Coaching and Consulting, has been a senior executive and non-profit leader for over two decades, widely recognized for her ability to influence systems change in the field of gender equality, justice, Indigenous rights, and wellness.

After graduating from Queen’s University, she assisted with climate change research on an Ellesmere Island, to fund travel and volunteer work in Central America. Pursuing further academic work with Dr. Gerry Pratt—a blend of feminist theory and action research—she took a scholarship Master’s Degree in Geography at the University of British Columbia.

Taking a break from academia, Jennifer was the Program Coordinator for the largest women’s centre in Western Canada in Vancouver’s Downtown Eastside, supporting its expansion as a progressive, low-barrier space.

A short summer later, she was offered the Director of the Women’s Directorate for the Government of Yukon leading a growing team to increase funding to non-profit organizations, new social housing builds, LGBTQ2S+ legislation and innovations for victims of sexualized violence over 15 years.

During this time, she pursued her Master level certification from Integral Coaching Canada™, one of the world’s leading accredited coaching schools. In 2019, she became a full-time leadership strategist and coach with her company, Spark Coaching + Consulting. She is the lead coach and teacher of Becoming, host of the Weave podcast, and collaborative leader with BraveSpark- the Wild Topography of Leadership.

Learn more about Jennifer England on her website Spark Coaching + Consulting.