Sophia's Upcoming Workshops

Advanced Portfolio Strategies - April 10, 2019

Kamal Basra
Kamal Basra

In this workshop, essential investment strategies will be discussed as well as new trends, both the good and the bad, in the world of optimizing portfolios and balancing risk and return. This class is for you if you have a positive cash flow and want to improve your knowledge of investing.

You will learn:

  • To manage risk and return in relation to your own financial goals
  • Principles of strategic and tactical investment management
  • Current trends in portfolio management and what they mean for you

Taught by: Kamal Basra, Financial Advisor, BSc, CFP, FMA, FCSI

Wednesday, April 10, 2019
Time: 6:30 PM to 8:30 PM
To register Click Here


Up Your Earnings Game - April 30, 2019

Marlene Delanghe
Marlene Delanghe

Career strategy is about more than finding and keeping a job. It is leveraging your key skills and aptitude into relevant work that optimally remunerates you.

In this workshop, Marlene Delanghe will explain the foundations of career planning and salary negotiation. You will learn how to map out a career path, negotiate a better salary and learn some tips on how to have career conversations that will lead to a more satisfying work life. Read more about Marlene

Tuesday, April 30, 2019
Time: 6:30 PM to 8:30 PM
To register Click Here


Financial Wellness Fundamentals - May 14, 2019

Tracy Theemes
Tracy Theemes

Where do you start? How do we marry our values with our financial planning? This workshop will look at how we prioritize our steps and figure out the plan of action to achieve specific goals. We will also address the psychological aspects of money management and outline some tips for overcoming stuck patterns or habitual emotional responses that may get in the way of achieving our financial objectives.

Taught by Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS

Tuesday, May 14, 2019
Time: 6:30 PM to 8:30 PM
To register Click Here


Check back in February 2019 for our new workshops. Sign up below to receive our Newsletter about events and workshops.

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