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.

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.
Taught by: Marlene Delanghe, M. Ed.
Register Now
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

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
Register Now
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.

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
Register Now
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.

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
Taught by: Mihael Mamychshvili, Registered Shiatsu Therapist (RST), Creator NeuroPath Reset Therapy (NPR) , Mindbody Coach
Register Now
Mihael Headshot

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.

Homepage

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
Taught by: Mihael Mamychshvili, Registered Shiatsu Therapist (RST), Creator NeuroPath Reset Therapy (NPR) , Mindbody Coach
Register Now
Mihael Headshot

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.

Homepage

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
Taught by: Sandy Gerber, Communications Strategist
Register Now
Sandy Headshot

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

Philip Wong image

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
Philip Wong image

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
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