Wine, Women & Wealth

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Wine, Women & Wealth

$129 In-Person

Real talk for real women (and everyone!) who want to feel better about their money.

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Where

Vantage Venues, 150 King St. W., downtown Toronto.

"Baby, you are so money, and you don't even know it." Swingers

So let's fix that.

Join us for an evening of wine and wealth Thursday, April 24, at Vantage Venues, downtown Toronto.

Grab your Chardonnay and your notebook, we're getting honest with our money, so we can fix what needs to be fixed, lock-down what we're doing right, and arm ourselves for when things get tough. (Because, as Billy will tell you, when the going gets tough...)

Look, we here at The Wine Sisters are drinkers, not bankers, so while we're bringing the wine (and yep, there will be lots, honesty requires fortification), we brought in some of the best and brightest female financial experts we know. And we promise after hearing their words of wisdom you will leave inspired, empowered, confident...and with a real plan to make the most of your money.

Let's go, girls.

Meet Your Speakers ...

Making Finance Fashionable

presented by Elizabeth Naumovski, CM, Host of Empowered & Vice President Marketing, Caldwell Securities Ltd.

Too many people are living paycheque to paycheque, playing a shell game with their money, borrowing from one to pay another. No more! In this empowering, forward-looking talk, Elizabeth Naumovski offers realistic tools and tips to understanding credit card statements, the power of compound interest, and staying in control of your finances, no matter from where you are starting.

Elizabeth Naumovski is a multi-award-winning financial literacy advocate, television host, and speaker. Since 1997 she has worked at Caldwell Securities Ltd., and since 2023 has produced and hosted Empowered, a weekly Canadian national television show on the News Forum Network, aimed at empowering women and future female Canadian leaders.

Twitter: @enaumovski Instagram: @EmpoweredWithElizabeth YouTube: @empowered-tv-Elizabeth LinkedIn: Elizabeth Naumovski, CM

Building Your Financial Dream Team to Get Where You Want to Go

presented by Shiho Okuyama, FMA, CIM®, FCSI®, Senior Investment Advisor and Portfolio Manager, BMO Nesbitt Burns

It all starts with your Financial Plan: from buying property to retiring early or simply knowing your family is protected today and in the future. In this timely seminar, Shiho Okuyama offers practical and actionable steps to turn your dreams into reality, including insights on building your financial “board of directors” – the key players you need on your team and the right strategies to achieve your goals.

Shiho Okuyama continues to be recognized in the BMO Private Wealth client survey as a Top Investment Advisor delivering best-in-firm client loyalty. Shiho has been featured in The Globe and Mail, Globe Advisor, and NerdWallet, for her expertise in wealth management, and produces a free monthly educational video series titled, “Your 212 – Wealth Management Tips in 2 Minutes over 12 Months” available on LinkedIn and her website.

Web: www.shihookuyama.com email: shiho.okuyama@nbpcd.com LinkedIn: Shiho Okuyama

Wealth That Lasts: The Art of Legacy, Taxes and Asset Protection

presented by Kar-Wei Lam, CFA, Partner and Wealth Advisor Creative Planning Financial Group

Unlock your family’s financial future with expert insights from Kar-Wei Lam! Discover powerful, easy-to-implement strategies to reduce your tax burden, grow your wealth, and secure your legacy. Learn how to leverage insurance and strategic estate planning to protect your assets – even in the event of a divorce. Plus, find out how to maximize your children’s education fund and give lasting, meaningful cash gifts that stay in the family.

Kar-Wei Lam, CFA, is a Partner and Wealth Advisor, collaborating with families and professionals to create customized wealth solutions, including financial planning, insurance strategies, and estate planning. Kar-Wei, a 25+ year Bay Street veteran has been a CFA charterholder since 2004 and is the Chair of Programming on the CFA Society Toronto Board of Directors.

LinkedIn: Kar-Wei Lam Web: cpfg.com email: karweil@cpfg.com

Worry Free Money and Living Debt Free

a Q+A with Shannon Lee Simmons, CFP, CIM and Best-Selling Author

Let’s get one thing out of the way right now: if you’ve got debt, a) you’re not alone, and b) there is a way out. And Shannon Lee Simmons, author of four financial books including Worry Free Money and Living Debt Free, is here to give us smart, sane, realistic strategies to getting back on track, build your wealth, and bullet-proof yourself – and your bank account – for turbulent times.

Shannon Lee Simmons is a Certified Financial Planner (CFP), Chartered Investment Manager (CIM), life coach, media personality, bestselling author, and founder of the award-winning New School of Finance™. She is a regular contributor for the Globe and Mail, columnist for CBC’s Metro Morning, and was a financial expert on The Marilyn Denis Show.
IG: @nschoolfinance Twitter: @nschoolfinance LinkedIn: The New School of Finance Web: newschooloffinance.com

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Hear From Real People!

“ The event was a huge success! Everyone seemed to enjoy themselves and the group was quite engaged. The wine was also delicious! Thank you so much! I hope we can work together on another event in the future!

“ The unique programs and the tour we did with you was a huge success. Guests really enjoyed the afternoon!

“ [They] quickly engaged our group with our wine themed engagement party. Guests were lined up all evening for the experience. [They] very willing to involve guests in tasting discussion. We are all a little more wine savvy - thank you The Wine Sisters

“ You and your team were an absolute pleasure to work with! From the get go, you were very flexible with our needs, communicated in a timely manner, and tailored your services to be exactly what we asked for.

“ Everything was perfect and very personalized! We still talk about experience and how nice it was. Definitely memories our family will treasure forever.

“ I wanted to thank you SO much for your tutored wine tasting! It was so much fun. You were both informative and hilarious! Each person said they would definitely recommend you to anyone looking to do a wine tasting!

“ Thank you very much for the amazing wine tasting. We all had the most wonderful time. The wines were excellent and your presentation was very entertaining and informative.

“ Great energy, sense of humour and very knowledgeable! Thank you for making it an afternoon to remember!

“ Erin did a fantastic job with our group. We all really enjoyed the day. I have already recommended The Wine Sisters for my company events, as it was such a great experience for us.

“ I had the pleasure of attending the Oceania Cruise event where you conducted a wine pairing. I have to say that your wine and food pairing made a typically ho hum travel information night, spectacular! I have never done a wine pairing. I was amazed at how food interacted with the wines.

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For support issues or any questions, please email us at drinkwithus@thewinesisters.com