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

The workshops being offered for the October 2021 session are stand-alone seminars and do not have any prerequisites.  Please keep in mind that the workshops are for educational purposes only and are not intended to provide participants with personal financial advice.  We welcome participants to ask questions and share their own knowledge to broaden everyone’s educational experience.

Wednesday October 6 – Stocks 102

Wednesday October 13 – Preparing Your Income Tax Return

Wednesday October 20 – Understanding Capital Markets

Wednesday October 27 – Employment Contracts 101

In response to the evolving situation of COVID-19, we are hosting workshops online using Zoom.

October 6 (Wednesday) – Stocks 102 – Your Personal Investing Framework

This workshop is the follow-up to the Her Dollars & Sense ‘Stocks 101’ workshop, and it is suitable for those who have a basic understanding of what stocks are and would like to take a deeper dive into learning how to invest in the stock market.  Topics we will cover:

  • Types of investment vehicles (mutual funds, ETFs, etc.)
  • Diversification and correlation
  • Difference between growth versus value
  • Environmental, social, governance (capitalization) factors
  • Where to invest
  • Fee structures
  • Account types and which to invest in (non-registered, RRSP, TFSA, etc.)

Presenter:

Cindy Huang joined Leith Wheeler in February 2012. She is a Portfolio Manager responsible for managing discretionary investment portfolios for Private Clients and Foundations. Prior to joining the Private Client team, she spent several years with the firm’s Pensions group working with consultants and institutional clients. Following that, she worked with the retail markets team, helping to develop the firm’s advisor business.

Cindy graduated from McGill University with a Bachelor of Commerce degree and has completed the Canadian Securities Course. Cindy holds a Chartered Financial Analyst (CFA) designation and is a member of CFA Society Vancouver. She is passionate about improving financial literacy among women and new immigrants, speaking at events for Women in Capital Markets and S.U.C.C.E.S.S. Foundation.

Register for this event at:

https://www.eventbrite.ca/e/webinar-for-women-stocks-102-tickets-175928425657

October 13 (Wednesday) – Preparing your Income Tax Return

This workshop is for any woman who would like to learn more about how to do their income tax returns from professional accountants. The concepts covered in this workshop include:

  • How to complete a basic personal tax return
  • What to do about self-employment income
  • Why it makes sense to file your tax return, even if you don’t owe money
  • Benefits available to lower-income taxpayers in Canada
  • Where to find help

Presenters:

Sabrina Scardillo, CPA/CA, is currently working for Connor, Clark & Lunn Financial Group as a tax specialist.  She has extensive knowledge in both personal and corporate tax with over 19 years experience.

Nicole Madaisky, CPA, also works for Connor, Clark & Lunn Financial Group as a tax analyst.  Since beginning her career in tax in 2017, she has experience in both personal and corporate tax.

Register for this event at:

https://www.eventbrite.ca/e/webinar-for-women-preparing-your-income-tax-return-tickets-176730073407

October 20 (Wednesday) – Capital Markets: The building blocks to your investments

This workshop is for women who have little or no understanding of how capital markets work.  We will go over basic terminology and delve into topics such as:

  • Why do capital markets exist?
  • What is investing?
  • What are the types of investments?
  • Asset allocation and the benefits of diversification

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 on the client solutions team at Connor, Clark & Lunn’s Investment Management.

Register for this event at:

https://www.eventbrite.ca/e/webinar-for-women-understanding-capital-markets-tickets-176732881807

October 27 (Wednesday) – Employment Contracts in British Columbia

In this workshop, our presenter will discuss the standard terms and conditions in employment agreements as well as review the relevant minimum B.C. Employment Standards that every worker should know. She will then explain what typically happens in a termination and how a worker can negotiate for a better severance package. She will also review how workers can enforce their rights if they believe that their rights are being violated. 

 Presenter:

Angela Wong is an in-house labour lawyer at the Hospital Employees’ Union. Previously, she worked as an employment lawyer and workplace investigator at a boutique employment law firm. She was called to the Ontario Bar in 2015 and the British Columbia Bar in 2018. Angela holds a Juris Doctor in law from the University of Alberta and a Master’s in Asia Pacific Policy Studies from the University of British Columbia. 

Register for this event at: https://www.eventbrite.ca/e/webinar-for-women-employment-contracts-in-british-columbia-tickets-176735900837