Wise Money Talks Events

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

Please join us for our “Wise Money Talks” – a series of virtual live events to help you get in top shape for your next negotiation, your challenges with boundaries and in finding your footing this season.

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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
Taught by: Philip Wong, Portfolio Analyst
Register Now
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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
Taught by: Kamal Basra, Financial Advisor, BSc, CFP, FMA, FCSI
Register Now
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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