Wine, Women & Wealth

Let’s be honest—money talk isn’t always fun. But it should be empowering.

Hosted by The Wine Sisters, join us at Vantage Venues for Wine, Women & Wealth—a candid, no-nonsense discussion led by a powerhouse lineup of female financial experts who have helped countless people, just like you, take control of their wealth. Whether you're looking to fix what’s not working, lock in what is, or prepare for whatever comes next, this is your chance to get real about your money and walk away with a game plan.

And because every great conversation deserves the perfect pairing, enjoy a curated selection of premium wines matched with expertly crafted bites from our 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 leave inspired.

• Elizabeth Naumovski, CM – Host of Empowered & VP Marketing at Caldwell Securities Ltd., financial literacy advocate, and multi-award-winning industry expert. Elizabeth will help you take control of your finances with practical tools to understand credit, harness compound interest, and stop the paycheck-to-paycheck cycle.
• Shiho Okuyama, FMA, CIM®, FCSI® – Senior Investment Advisor & Portfolio Manager at BMO Nesbitt Burns, with features in The Globe and Mail and NerdWallet. Shiho will show you how to build your financial “board of directors” and map out the steps to reach your biggest financial goals.
• Kar-Wei Lam, CFA – Partner & Wealth Advisor at Creative Planning Financial Group with 25+ years of experience on Bay Street and Chair of Programming at CFA Society Toronto. Kar-Wei will share strategies to protect your wealth, lower your tax burden, and secure your financial legacy.
• Shannon Lee Simmons, CFP, CIM – Best-selling author of Worry-Free Money and Living Debt-Free. Shannon will give you real, practical steps to get out of debt, build wealth, and recession-proof your finances.

Vantage Venues, 150 King St W., downtown Toronto
April 24, 5:00 PM

$99 Early Bird (Until April 1) | $129 Regular

Spots are limited. Secure yours today!

Info: 5pm doors open – welcome reception with food and wine; 5:30-7pm (approx) speaker; 7pm-7:30pm break, food and wine served; 7:30pm-9pm final speakers; 9-10pm closing reception, food and wine served.

Event Venue & Nearby Stays

Vantage Venues, 150 King St W, 27th floor, Toronto, ON, Canada