POWERED BY
IT'S BEEN A LONG TIME COMING...
At the Wealthy Women’s Summit, our vision was to empower women to make transformative changes in their financial lives. We envisioned a world where women not only navigated their money with confidence but also found the fun in finance. This was not like any personal finance conference you’ve been to before–we were here to flip the traditional narrative on it’s head and change the conversation around money.
By fostering a love story with money and promoting a mindset of competence and inspiring confidence, we created a future where every woman feels secure, capable, and in control of her financial story. Over 140 of you joined us at the Summit and we had so much fun!
The core of our mission...
Empowerment Through Knowledge: Providing accessible financial education, ensuring women acquire essential skills for informed money decisions.
Breaking Barriers & Bias: Dismantling the wage gap and challenging the pink tax, advocating for equal financial opportunities, paving the way for an equitable future.
Healing Money Trauma: Addressing money trauma and neurodivergence impact through supportive discussions, fostering resilience for overcoming financial challenges.
WHERE CAN WE TAKE YOU?
MEET THE SPEAKERS
Chantel Chapman
As the founder of The Trauma of Money™ and founder of What The Finances, Chantel Chapman is considered a refreshing voice in the financial recovery and education space; renowned for her cutting-edge, relatable, and trauma-informed money guidance. Drawing influence from 14 years of experience as a mortgage broker, 10 years as a financial literacy consultant, and extensive research in addiction, behavioural science, trauma, and mindfulness, Chantel’s distinct disciplines make learning about money the antithesis of anything you would experience through traditional schooling. Chantel currently runs The Trauma of Money™ Method - an accredited course certifying professionals in facilitating healing around trauma and money. Chantel has taught and written personal and entrepreneurial finance curriculums for Universities, and Accelerator programs such as Humber College, Wilfrid Laurier University, Ryerson University, EntrepreNorth and Fireweed Fellowship. Chantel was the lead player on building Canada's first-ever, award-winning digital mortgage experience with free credit score and a consultant on several other innovative products for one of Canada's largest Fintech brands. Chantel is also the co-founder of School by K&P, an online school for creative entrepreneurs that also provides free education for communities that have been marginalized across North America. Chantel is a settler of European descent who works and resides on the stolen traditional lands of the Kwantlen (kwaant·luhn), Musqueam (“mus-kwee-um”), and Tswassen (saa·wa·sn) peoples.
Mandy Balak
Mandy is currently leading The Well (formerly ACE) as a place for women to come together to share wisdom, experiences and let their guard down through her transformative retreats, coaching journeys and podcast. Mandy was searching for a space like this after her toughest season, the loss of a business and, the loss of her father. She found it challenging to be real with the people in her current circle, so she created what she was longing for. In 2017 she created a brunch experience that sparked a movement across Canada that impacted thousands of women. In 2021, she reached a breaking point (AKA the walk out) that changed it all. After a mini sabbatical, she reclaimed her life, re-wrote her success scripts and took a sharp right turn with her business and her life. Her vision expanded and her focus narrowed, dedicating herself to helping other high-achieving professional women overcome business burnout while expanding their income - in a healthy way. While Mandy has always been committed to financial leadership, she wasn't able to truly transform her money story until she met the transformative power of somatics, breathwork and deep, inner child healing. Mandy is thrilled to be facilitating the Healed Money Era!
Jocelyne Copeland
A transformative force in healthcare and finance, blending innovation with a human touch. Jocelyne began using a holistic approach to problem-solving and improving the quality of life for patients at Sick Kids Hospital in Toronto where she practiced as an Occupational Therapist. Now armed with a Master of Design in Strategic Foresight and Innovation and a Master of Health Management, she continues to embrace a holistic lens and human-centred approach to empower organizations to enhance performance and improve human experiences. Beyond her professional pursuits, Jocelyne is a devoted mother of three teenagers. In her personal quest to impart financial literacy to her children, she discovered a unique intersection of her healthcare and design expertise. Specifically, her focus on neurodiversity, combined with her design practices, has led her to explore innovative ways to design financial systems that accommodate neurodiversity, creating a more inclusive approach.
Fotini Iconomopoulos
Keynote Speaker, presented by ATB Financial
Nicknamed “the negotiator” as a child, Fotini has been helping people get what they want for decades. Her book, keynotes, workshops, virtual courses are designed to teach negotiation and communication skills required to navigate any scenario, at work or at home, using proven, strategic frameworks and actionable advice. Best-selling author of HarperCollins’ “Say Less, Get More: Unconventional Negotiation Techniques to Get What You Want” Fotini Iconomopoulos is the person Fortune 50 executives call into to help with their high stakes negotiations or to empower their teams through her intensive workshops on negotiation, communication and persuasion. Fotini occasionally returns to the classroom as an instructor of MBA Negotiations at the Schulich (SHOE-lick) School of Business at York University in Toronto. She’s a regular media guest on outlets including CBC, Forbes, Harvard Business Review, Business Insider, CNN , The Globe and Mail, The National Post, and CNBC. She’s also been recognized with a number of awards including a Top 40 under 40 award. She lives in Toronto.
Michelle Robertson, CPA
Michelle, a Canadian CPA, Financial Planner, and Money and Wealth coach, has led a dynamic life filled with adventure and career transitions. A dedicated dog mom and avid traveler, Michelle's journey took her from the corporate world to entrepreneurship, with a pit stop in Africa along the way. In 2017, Michelle's career shifted when she was restructured out of her job. Seeking autonomy, she explored part-time CFO work but realized her passion lay elsewhere. Fate intervened in 2020 when she moved to Rwanda, only to find herself jobless shortly after. Determined to embrace change, Michelle pursued her entrepreneurial dreams. In addition to her financial expertise, she is an accomplished Airbnb superhost and successful real estate investor, committed to generating passive income streams. Michelle's journey to becoming a CPA was also unconventional. Graduating with a B.Sc in Statistical Science, she secured a position at PricewaterhouseCoopers before becoming a CA through hard work and determination. In 2020, Michelle founded Ms. Money and Math, driven by her passion for empowering women financially. Through personalized coaching, she helps women navigate money management and confidently invest in their future. With over two decades of experience in corporate finance, Michelle's transition to entrepreneurship reflects her desire for greater connection and impact in her work.
Janine Rogan, CPA
Janine Rogan, CPA is a passionate keynote and TEDx speaker. She is the Founder and CEO of The Wealth Building Academy Inc., and an award winning CPA. Her mission is to educate and empower women to confidently and profitably grow their wealth, through financial feminism - financial equality for all. Janine draws her experience from two of the big four accounting firms, fin-tech consulting and public speaking. She has been featured internationally by a number of publications and has delivered keynotes to thousands of individuals and companies around the world. She currently sits on the CPA Alberta Education Foundation board, the board of FESA, and the planning committee of the AICPA Global Women’s Leadership Summit. Her debut book “The Pink Tax: Dismantling A Financial System Designed To Keep Women Broke” is available everywhere books are sold. Janine co-founded the Wealthy Women’s Summit with Sam Gerber, and she is so excited to bring this event to Western Canada in March. Janine is a University of Alberta alumni, currently pursuing her Masters in Economic Sustainability through the University of Torrens in Australia. Born and raised in Edmonton, she is currently based out of Calgary where she lives with her husband Andrew, son Theodore and pup Lazer.
Samantha Gerber
Samantha Gerber draws her passion for personal finance from her experiences as a corporate banker, customer experience manager, senior financial advisor and wealth planner. She is a passionate keynote speaker and advocate for financial equality in all aspects of her business. She founded Worthy of Wealth in 2022 and has been hitting the ground running ever since. Most recently, she hosted a weekend retreat in the mountains surrounded by like-minded women looking to change their financial stories. Sam uses a no-shame approach to financial planning, with an emphasis on knowing your numbers and realizing your worth. Sam is a Registered Financial & Retirement Advisor, with a Bachelor's in Management in Marketing and Economics. A retired soccer player and spin enthusiast, she enjoys coffee, colourful manicures, walking her dogs and yoga. She lives in Calgary, AB with her husband and fur babies Athena and Cleopatra. Sam is beyond thrilled to be presenting to you the Wealthy Girl Era on March 6th at the Brownstone in Calgary.
Selina Gray, CPA
As a Chartered Professional Accountant, Selina worked 100+ hour workweeks as a Controller for two internationally traded public companies. She managed large finance teams across 12 countries as well as hundred million dollar plus budgets for nearly a decade. An unexpected lengthy hospital stay & a life altering auto-immune disease diagnosis changed the course of her life. It was a massive wake-up call to Selina changing her relationship with money, growing her worth & claiming next levels of her personal power. Selina created her own Company in 2011, and since then, as a Wealth & Business Mentor & International Keynote Speaker, has helped thousands of humans transform their relationship with money, earn more, keep more & welcome more peace into their lives & businesses.
Jolie Viguers, CPA
With a business degree and accounting designation, Jolie brings over 20 years of experience in accounting and finance across diverse industries such as real estate, towing, design, IT, housecleaning, oil and gas, aviation, and law. After eight years as a stay-at-home mom, she re-entered the workforce full-time, retiring from accounting at the age of 39 due to her husband's ongoing work and pension commitments. In 2018, she pivoted to become a certified Financial Coach, specializing in the Trauma of Money Method. Jolie works closely with individuals and couples, providing 1:1 coaching sessions and group presentations, focusing on both money mindset and financial management. Her life journey started in Saskatchewan, where she grew up on a farm in a tight-knit community. Now settled in Calgary with her husband of 21 years and their two teenage children, she balances her professional pursuits with volunteering in youth sports, mentoring, and career counseling. Embracing their passion for travel, she and her husband enjoy exploring the world while maintaining financial mindfulness to prioritize experiences with loved ones.
Lisa Belanger, PhD
Dr. Lisa is the CEO of ConsciousWorks, a consulting firm that helps leaders apply the findings from leading-edge scientific research to maximize their mental capacity and performance. Lisa has a Ph.D. in Behavioural Medicine, an Executive MBA, and is a Certified Exercise Physiologist and High Performance Specialist. Prior to COVID-19, Lisa was traveling the world (with her two month old baby) visiting companies to explore workplace culture, leadership, and the ability to destress from work. Pulling from the data and her lived experience she has created and hosts the popular podcast, Work Less, Produce More. Lisa is also the founder of a national charity, Knight’s Cabin, offering wellness programming to cancer survivors and the author of Inspire Me Well: Finding Motivation to Take Control of Your Health and A Cup of Mindfulness: For the Busy & Restless. Her greatest accomplishments include climbing Mount Kilimanjaro with her father, running the Paris Marathon, and being a professional snack holder to two tiny humans.
Jennifer Barroll
Jennifer Barroll has a rich history of leading diverse teams across her career. With over two decades of leadership experience in marketing and communications, working with some of the world’s biggest brands, coupled with more than a decade of corporate leadership consulting, Jennifer continues to be a catalyst for transformational growth within countless businesses spanning government, justice, and leading commercial enterprises. As a seasoned international keynote speaker, workshop facilitator, stand-up comedian, and media personality, Jennifer captivates audiences with her quick wit and dynamic stage presence. With her infectious energy, sense of humour, compelling storytelling, and actionable lessons, Jennifer empowers leaders at all levels to unleash the full potential of their teams while guiding individuals on a journey of personal growth and evolution applicable to all levels of business, from frontline workers to emerging talent and executives alike. Jennifer’s forthcoming book, "Make Work Not Suck: A Leader's Guide For Teams That Thrive”, slated for release in Fall 2024, promises to be a beacon of insight for leaders seeking to foster environments where teams flourish. Today, Jennifer remains in high demand as an international speaker, event host, and entertainer.
INCREASE
25
%
IN REPORTED FINANCIAL CONFIDENCE POST EVENT
8.30
NET PROMOTER SCORE
$3,000
IN SCHOLARSHIPS AWARDED
OUR SPONSORS
OUR PARTNERS
PHOTOGRAPHY & VIDEOGRAPHY
BRING ALL YOUR FRIENDS TO THE SUMMIT
