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.

Webinar: Stocks & Bonds 101

October 7, 2020 6 PM – 7 PM

This workshop will be a beginner’s guide to investing in stocks, and will be suitable for those who are interested in learning the basics of stock investing and financial markets.

What are stocks and why do people buy them?

Why do companies issue stock?

What types of stocks are out there?

What are the potential benefits and risks of owning stocks?

How do you invest in stocks?

What types of fees are there?

Presenter: 

Cindy Huang joined Leith Wheeler in February 2012. She is responsible for managing discretionary investment portfolios for private clients and their families. Prior to this, she spent several years with the firm’s Pensions group working with consultants and institutional clients.

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, Her Money & Sense, and S.U.C.C.E.S.S. Foundation. She has also helped to develop mentorship initiatives for Leith Wheeler and CFA Society Vancouver

Register Here: https://www.eventbrite.ca/e/webinar-stocks-bonds-101-tickets-119037497359

Webinar: Responsible Investing

October 14, 2020 6 PM – 7 PM

Responsible Investing means different things to different people – this session will help shed some light on how you can incorporate your values into your investments. Christie will provide an overview of the evolution of responsible investing and how it fits within the spectrum of sustainable finance. She’ll address strategies responsible investors utilize from screening stocks to active ownership and impact investing. She’ll also discuss what themes portfolio managers consider when thinking about environmental, social and governance (ESG) issues and leave lots of time to answer your questions.

Presenter: 

Christie Stephenson is the Executive Director of the Peter P. Dhillon Centre for Business Ethics at UBC Sauder School of Business. She also serves on the boards of Vancity and a multi-employer pension plan. Before joining UBC Sauder in 2016, Christie spent more than 15 years at socially responsible and impact investing firms Sustainalytics, NEI Investments, and Rally Assets.

Register Here: https://www.eventbrite.ca/e/webinar-responsible-investing-for-beginners-tickets-119038660839

Webinar: How to Screen Stocks for Investments

October 21, 2020 6 PM – 7 PM

In this intermediate workshop, we will provide information on the common characteristics analysts look at (P/E, P/B, EPS, dividend yield) when determining whether or not to invest in a company’s stock, and we will show you how to build your own free stock screens using Yahoo! Finance.

Presenter: 

Cindy Huang joined Leith Wheeler in February 2012. She is responsible for managing discretionary investment portfolios for private clients and their families. Prior to this, she spent several years with the firm’s Pensions group working with consultants and institutional clients.

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, Her Money & Sense, and S.U.C.C.E.S.S. Foundation. She has also helped to develop mentorship initiatives for Leith Wheeler and CFA Society Vancouver

Register Here: https://www.eventbrite.ca/e/webinar-how-to-screen-stocks-for-investments-tickets-119038917607

Webinar: Retirement Planning

October 28, 2020 6 PM – 7 PM

In this workshop for women, we discuss key retirement concepts including:

· Knowing where you stand today

· The importance of starting as early as possible

· What is asset mix and why is it important

· What are the different types of retirement plans

For the most part, the information is presented at a basic level but there is scope for in depth discussions on areas of interest to the participants.

Presenter: 

JoAnne Mulligan is Vice President of Connor, Clark & Lunn Private Capital and has over 30 years of experience in the investment management industry. She has a B.A. (Economics) from the UWO, a B. Comm from the University of Windsor and she also holds the Certified Financial Planner and Chartered Investment Manager designations.

Register Here: https://www.eventbrite.ca/e/webinar-retirement-planning-tickets-119039041979