Sophia's Upcoming Winter & Spring 2021 Workshops

LEAP into 2021!

Tuesday, January 12th

upcoming events

Most of us either go to bed or wake up worrying about something. Yet, worrying is as effective as trying to resolve an algebra equation by chewing bubble gum. It can destroy creativity, performance and dreams. Discover how to create more joy and impact in your life and your business.

Now is the perfect time to re-connect with what you wholeheartedly want and align everything you do to achieve it!

In this energizing and dynamic workshop, you will learn:

  • 6 smart, unconventional principles to live and lead by design
  • To rediscover the greatness and power behind "Walking Your Talk!" 
  • What it means to "Wear Your Lucky Underwear" and "Clean Your Gutters"
  • A simple, effective and tangible way to reduce worry and increase peace-of-mind
  • To delve deeper into your own unique "Power of Zero Tolerance" to help you authentically live, lead and grow by design, not by default.

Taught by: Isabelle Mercier-Turcotte
Brand Positioning Strategist & Business Growth Catalyst, LeapZone Strategies

Read more about Kamal

Tuesday, January 12, 2021
Time: 6:00 to 7:15 PM

Health, Hormones, and Happiness

Saturday, January 16th

Managing stress is fundamental to leading a joyful, prosperous life, yet it can seem as if each passing year brings more anxiety. During this past globally unsettling year many have reached record levels of fear and worry. How do we cope? We all want to enjoy our lives. We all want to feel relaxed, secure and to sleep well at night - even when we cannot control what is happening in our external environment.

Using current research, common sense and drawing upon years of medical experience, Dr. Anita Tannis will teach us:

  • What happens to our bodies and minds when we are stressed and anxious
  • how to overcome and disrupt negative stress patterns
  • nutrition and its role in balancing mood and increasing resilience
  • hormonal regulation and its impact of health 
  • new ideas for developing mental stability and physical vitality

Taught by: Dr. Anita Tannis

Saturday, January 16, 2021
Time: 10:00 to 11:30 am

Your New Career: Stand-Out Resumes for Any Economy

Tuesday, January 19th

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

Tuesday, January 19, 2021
Time: 6:00 to 7:00 pm

Market Update: What is New and What Isn't

Tuesday, February 2nd

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.

In this webinar workshop, Fiona will:

  • discuss her view on dividends and new trends in this area
  • provide fascinating insight into the use of Artificial Intelligence guide portfolios and portfolio decisions
  • 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 - Guardian Capital LP

Tuesday, February 2, 2021
Time: 6:00 to 7:00 PM

Unstuck: How to Get Out of Debt and Start Living the Life You Want

Tuesday, February 23rd

If you are struggling with debt or cash flow, join Sheila Walkington and learn how to:

  • Stop living pay cheque to pay cheque
  • 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

Tuesday, February 23rd, 2021
Time: 6:00 to 7:15 PM

Listen to Your Body and Change Your Life!
(Two Part Series)

Part 1 - Wednesday, March 17th
Part 2 - Wednesday, March 24th

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
Founder, Angel Hands Integrative Centre

Part 1 - Wednesday, March 17th, 2021 Time: 6:00 to 7:15 PM


Part 2 - Wednesday, March 24th, 2021 Time: 6:00 to 7:15 PM


Talking About Money

Thursday, April 8th

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 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, Author & TEDx Speaker

Thursday, April 8th, 2021
Time: 6:00 to 7:15 PM

Financial Fundamentals for Youth (ages 16-25)

Tuesday, April 27th

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, Sophia Financial

Tuesday, April 27th, 2021
Time: 6:00 to 7:00 PM

Empowered Retirement

Wednesday, May 12th

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 secure income for life
  • How to balance long term growth with safety
  • How to coordinate income streams for tax efficiency

Taught by: Kamal Basra, BSC, CFP, FMA, FCSI
Financial Advisor, Sophia Financial

Wednesday, May 12th, 2021
Time: 6:00 to 7:00 PM

And finally...

We are as always, available to look at your current investment and financial planning strategies, answer your questions and help you map out a plan for achieving your financial goals. Just give us a call if you need a second opinion or guidance for how to take your next step. As always, we are here to help!

Tracy Theemes and Kamal

Sophia Financial Group of Raymond James
3762 W 10th Avenue, Vancouver, B.C.

If you have any questions or would like further information about our workshops contact:
604 569 2891

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