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.



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

February 2021 webinar registration is now open!

February 3, 2021 – Stocks 101

This workshop will be a comprehensive beginner’s guide to investing in stocks, and will be suitable for those who are interested in learning about stock investing and want to start investing themselves.
Some of the topics we will be covering:
What are stocks and how does the stock market work?
Why do people invest in stocks? What are the potential benefits and risks?
What types of companies issue stocks?
What types of stocks are out there?
Why do stock prices go up or down?
What investment strategy should you use when investing in stocks?
What are the different vehicles for investing in stocks?
How do you open an account? 
What types of fees are there?
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 here: https://www.eventbrite.ca/e/stocks-101-tickets-136096132195

February 10, 2021 – Financial Matters

Part 1 of this workshop will be a discussion on how we can talk about financial matters with our families, friends and financial service providers. The subject of money is often considered taboo or in bad taste but being able to talk about it can help in many ways. For example, we can find out: 
• How much of a raise to ask for.
• What we should be paying in rent.
• Whether or not our expenses are normal or unusually high.
• What is our family financial situation and are we meeting our goals.
Our presenter has experience leading this discussion with different groups and will give practical tips on how to talk about money in ways that help everyone. 
Part 2 is about the services that banks provide with respect to investing and wealth management. Most of us have some connection with one of the large Canadian banks for basic banking services which makes them a logical choice for accessing investment solutions for our savings. However, wealth management covers a wide range of products and services and it is difficult to know who to talk to and how to find ones most suitable to us. 
Our presenter is currently working in this area where she focuses on providing her clientele with “practical advice that works as advertised”. She will guide us through the banking system and show us where to find appropriate services especially for those starting out with modest savings. 
Janine Guenther is the President of Dixon Mitchell Investment Counsel, a Vancouver based Investment firm that has been in business for over 20 years. She has over 30 years of experience in the financial services industry. Holds a Bachelor of Commerce from the University of Manitoba along with the Chartered Financial Analyst (CFA), and Chartered Market Technician (CMT) designations.
Professionally, Janine is a member of CFA Institute and the CMT Association. Her volunteer roles with CFA Institute include past president of CFA Vancouver, past President’s Council Representative (PCR) for Canada on the global Board of CFA Institute, Exam Grading, Standard Setting, the Nominating Committee and the Disciplinary Review Committee. For the CMT Association, she is a past member of the Curriculum Committee.
Personally, she was a volunteer for the 2010 Vancouver Winter Olympics serving as the timer for the Figure Skating events. This role arose from a 25-year volunteer career in Figure Skating as an internationally ranked judge. In her community, Janine is a citizen member of the District of West Vancouver finance committed and a board member on the West Vancouver Community Centres Society. 

Register on here: https://www.eventbrite.ca/e/part-1-talking-about-money-part-2-investment-services-at-canadian-banks-tickets-136102256513

February 17, 2021 – Credit and Borrowing Fundamentals

This workshop deals with various aspects of credit including home mortgages. Women who attend do not need any background in this topic. We will talk about important basics such as:
• What is a credit rating?
• Why your credit history matters
• How to build a good credit score 
• Different types of borrowing and how to manage debt 
• How to figure out the upfront and ongoing costs of homeownership 
• How to calculate the mortgage amount you qualify for 
Claire Cobden is VP, Treasurer at BlueShore Financial, BC’s fourth largest credit union. She is responsible for daily treasury operations and trading. Prior to joining BlueShore Financial, Claire was the Assistant Treasurer for MacDonald, Dettwiler and Associates, a global communications and information technology company. She has a Bachelor of Commerce Degree from UBC and holds both the CFA and CPA designations. Claire currently is a Director and the Treasurer of CFA Vancouver. 

Register here: https://www.eventbrite.ca/e/credit-and-borrowing-fundamentals-tickets-136104037841

February 24, 2021 – Trauma of Money

Many of us would benefit from understanding how our upbringing and core-beliefs shape our thoughts and behaviours around money. This is especially true when we experience problems such as compulsive spending or financial avoidance. Our presenter will take a compassionate approach to discussing initial considerations for identifying our psychological triggers as a meaningful step towards financial safety and well-being. This workshop is based on the Trauma of Money Program which is an accredited course with the Canadian Counselling and Psychotherapy Association.
For over a decade Alexandra Patrich has had the privilege of learning from Canada’s diverse Indigenous communities. Her deep-seated commitment for organizational and community development began through these relationships, as it was here where she first questioned whose voices and experiences were informing our practices. These questions have grounded her practice in restorative frameworks while working in the areas of: the prevention of human trafficking and sexual exploitation of children and youth; the role of gender in reporting childhood sexual abuse; decolonizing Indigenous child welfare systems of care; and systems transformation for individuals with concurrent and complex needs who are navigating criminal justice, health and/or child welfare systems; and most recently as the Manager for Quality Care and Safety at First Nations Health Authority. 
Alexandra’s experiences are complemented by her education in social work (Bachelor in Social Work), with a specialization in child welfare, and community health sciences (Master in Science), with a focus in family violence and conflict resolution. Alexandra is currently registered with the B.C. College of Social Workers and is working towards her Certificate of Indigenous Leadership, Governance, and Management Excellence through the Banff Centre. In June 2020, Alexandra completed her Certificate as a Trauma of Money Facilitator. 

Register here: https://www.eventbrite.ca/e/trauma-of-money-tickets-137189329979