About

In the fall of 2017, a small group of volunteers got together and partnered with YWCA [email protected] to put on free finance workshops for women in Vancouver, BC.

We are motivated by the fact that financial literacy is an area that many people would like to improve and a study by Statistics Canada carried out in 2014 showed that Canadian women have lower levels of financial literacy and less confidence in their ability to manage their finances than Canadian men.  Since we also believe that women would feel more comfortable talking about money in a group composed of other women, we decided to hold the workshops for women only.

[email protected]’s goal is to help women achieve economic and employment sustainability. FAW is a free 12-week job search program for women that includes three weeks of skills enhancement workshops followed by nine weeks of one-to-one career coaching and group and peer support.   The program establishes a structured place for women to move out of an isolated job search to a place where they build connections, showcase their strengths, express their challenges and participate in a safe environment that fosters accountability, confidence and self-esteem. For more information about the [email protected] program please call 604-699-1788

Please keep in mind that the information offered in our workshops or other material is for educational purposes only and is not financial advice.

 

Workshops

In response to the evolving situation of COVID-19, we are hosting workshops online using Zoom. Please see below for details.

Webinar: An Economic Update in the Time of COVID-19

May 27, 2020 6 PM – 7PM

Stay Calm and Carry On

With an abrupt end to an 11-year bull market, it is an understatement to say that 2020 has been challenging for investors. This session will provide an analysis of the economic effects of the lock-down due to COVID-19, the impact on capital markets and a discussion on what the future may hold once society can re-emerge from sheltering-at-home.

Presenter

Lori Satov has CFA, FSA, FCIA designations; an MBA from McGill University; and an Honours Bachelor of Science from University of Western Ontario. Lori is a portfolio manager at Connor, Clark & Lunn Investment Management, responsible for institutional client service.  She also chairs the ESG (Environmental, Social and Governance) Committee.

We’re excited to announce that we’re taking this workshop online with Zoom!

Register Here: https://www.eventbrite.ca/e/a-finance-webinar-for-women-an-economic-update-in-the-time-of-covid-19-tickets-103989385050

Wednesday June 17, 2020, from 6 PM to 7 PM

Women’s Finance Webinar: Investing in Turbulent Times

Here are some of the questions you might have right now about investing:

• How is the current market different than in the past?

• What will happen to interest rates? Real estate prices? Stock markets?

• Is it a good time to invest?

• Should I change my investment plan?

• What is an investment plan?

Sue has been fielding these questions and many others from her own clients in the past couple months and will tell you about their top concerns and the advice she and her company has to offer. You can send us your questions ahead of time or ask them during this live presentation. 

Presenter:

Sue-May (Sue) Talbot is a Partner and Portfolio Manager at Genus Capital and has over 30 years of experience in the investment industry. She holds the Chartered Investment Manager designation and has a Diploma in Business Management from Simon Fraser University. In her role as Portfolio Manager, Sue works with individuals and families to create and manage their custom portfolios.

Register Here: https://www.eventbrite.ca/e/webinar-for-women-investing-in-turbulent-times-tickets-108497486904

Wednesday, June 24, 2020, from 6 PM to 7 PM

Shedding light on the cost of investment options for Canadians

Canada is known for our maple syrup and intense love of hockey, but we are also known for having amongst the highest investment management fees amongst other developed nations. This session will explain the costs associated with the different ways you can invest your savings in the capital markets, the pros and cons of different cost structures and lessons learned from a real live “do-it-yourself” investor.

Presenters:

Julia Wu has two kids, one dog, and one husband and works at Technical Safety BC. Finances were either a black hole or a source of stress in her life from about age 6 to her late 20’s. Having made many financial mistakes along her journey and also having learned a lot, she is passionate about sharing with, and continuing to learn from, like-minded people to increase the level of financial literacy in the world today. 

Kendra Kaake serves as Director of Investment Strategy at SEI Investments where she is part of a team responsible for overseeing investment strategy development and advice for SEI’s institutional clients. She has extensive experience advising defined benefit, healthcare, insurance and non-profit partners on all aspects of their investment programs, including governance, investment policy and strategy, asset allocation, risk management, asset class structure, manager selection and implementation. 

Prior to joining SEI, Kendra spent nine years at Russell Investments as Director of Non-Profit OCIO Solutions and Director of Client Strategy & Research and 10 years at Watson Wyatt. She earned a Bachelor of Science from UBC and holds a number of designations including CFA, ASA, ACIA and FRM. Kendra regularly speaks at industry conferences and events and is a frequent contributor to industry thought leadership. Check out one of her recent interviews at https://www.investmentexecutive.com/newspaper_/news-newspaper/newsmaker-more-than-just-math/ 

Register Here: 107254679634https://www.eventbrite.ca/e/webinar-shedding-light-on-the-cost-of-investment-options-for-canadians-tickets-107254679634