Wine, Women & Wealth

"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 Wednesday, March 4 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 prepare for what the future brings.

Pour, Plan & Prosper

Look, we here at The Wine Sisters are drinkers, not bankers, so while we've got the wine (and yep, there will be lots – honesty requires fortification), we're bringing in some of the best and brightest industry experts we know for an evening that pairs fantastic sips with even better financial wisdom. 

And because every great conversation happens over great food, enjoy expertly crafted bites from the Vantage Venues chefs. 

While the event shines a spotlight on women and wealth, anyone ready to take charge of their financial future is welcome—come sip, learn, and get real plan to make the most of your money.

Let's go, girls. (And fellas.)

Evening Itinerary*

• 5pm – doors open, wine and light bites served
• 5:30pm – presentations begin
• 7:15pm (approx) – intermission;  mix and mingle with speakers and fellow guests; wine and substantial bites served
• 7:45pm – final presention
• 8:30pm – presentations conclude and closiong reception begins; wine and light bites served
• 9:30pm – event concludes (until next time!)

*estimate only and subject to change

Meet Your Speakers

Making Your Money Work for You: Tax Tips for 2026 and Beyond

presented by: Jamie Golombek, Managing Director, Tax & Estate Planning, CIBC Private Wealth

Usually the only thing "exciting" and "tax" have in common is the letter “X". But, Jamie Golombek is here to change that, making tax exciting by showing you simple strategies to keep more of your money in 2026. These aren't intricate concepts for the economic elite, but an action plan to making the most of your tax options. Jamie's insights could very well could be the "X" factor your finances need for the future. 

Jamie Golombek is Managing Director, Tax & Estate Planning with CIBC Private Wealth. As a tax expert, he writes a weekly column in the National Post, has appeared as a guest on BNN, CTV News, and The National, and was a regular personal finance guest on The Marilyn Denis Show. For nearly two decades, Jamie taught an MBA course in Personal Finance at the Schulich School of Business at York University in Toronto.

Please follow Jamie at jamiegolombek.com 

Know Your Worth, Own Your Worth: Skills for Successful Negotiating at Work, Home and Everywhere Else

presented by Jocelyn Yacoub, Founder & CEO Yacoub Elite Search

Stop leaving your value on the table! In this empowering, inspiring talk, Jocelyn Yacoub will lead us through the tactics we need to get what we want in every area of our lives. From defining what matters to us and assessing our own needs, Jocelyn will help us reframe our thoughts from “I hope they pick me” to “I choose what works for me.”

For more than 25 years, Jocelyn Yacoub has acted as the “agent to the talent,” coaching high performers in their roles within organizations. She is a leading executive search expert, coach, and trusted advisor. Jocelyn is renowned for her innate assessments of people, unwavering dedication to her work, and her loyalty to both her candidates and her partners.

Please visit Jocelyn's website Yacoub Elite Search

Investing 101: A New Way to Build Wealth With Ease and Intention

presented by: Karlee Vukets, Certified Financial Planner

In this inspiring and practical session, Certified Financial Planner Karlee Vukets introduces her "Golden Goose" framework, a clear and modern way for women to build long term wealth without intimidation or overwhelm. Karlee blends grounded wisdom, simple investing insights, and memorable metaphors to help women get clear on the basics of investing. Participants will leave with clarity, confidence and tangible steps they can begin using right away.

Karlee Vukets is a Certified Financial Planner dedicated to helping women build long-term wealth with confidence and intention. Through her private wealth practice, writing, podcast, and speaking, she offers a practical and emotionally-attuned approach to money that feels accessible, aligned, and achievable.

Please follow Karlee on Substack or her website, kvand.co   

Tickets Include:

• All wine, water, and food during the opening and closing receptions and intermission (vegetarian and vegan options available)
• Full speaking lineup and Q+A sessions
• Access to speakers during recpetions and intermissions
• Bonus material offered by speakers