Real Connections: CAWEE Voices
Episode Summary Estate planning is something we all know we should do, yet many of us put it off. In this episode, host sits down with guest CPA, a seasoned Chartered Professional Accountant (CPA), to break down estate planning into simple, actionable steps. With over 25 years of experience in accounting, tax planning, and financial management, Andreea shares practical advice on how to protect your wealth, minimize taxes, and ensure a smooth transition of assets to your loved ones. Timestamps 00:23 - Andreea’s background – 25+ years in accounting, tax planning, and financial...
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Episode Summary In this episode of the CAWEE Podcast, host sits down with , an acclaimed portrait photographer, to explore the transformative power of professional photography. Desiree shares her journey into photography, her passion for capturing women’s confidence, and how a well-crafted portrait can elevate personal branding and business presence. She also dives into practical tips for preparing for a photo shoot, the art of posing for confidence, and why investing in high-quality images can make a lasting impact on your business. Whether you're looking to refresh your brand with...
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In this episode of the CAWEE podcast, host sits down with , a real estate professional with over 25 years of experience. Helga shares her journey from a young actress in chocolate commercials to one of the first female traders on the Toronto Stock Exchange, and ultimately to a thriving career in real estate. Through personal stories of resilience and transformation, Helga reveals how her unique life experiences shaped her ability to connect with clients, navigate tricky negotiations, and provide compassionate support during some of life’s biggest transitions. Whether helping newly divorced...
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In this episode of the CAWEE podcast, host sits down with , financial and insurance advisor at Cartier Wealth Management with over 25 years of experience. Francine shares her inspiring journey of transitioning careers, from photography to financial services, while raising three children as a single mom. Francine discusses her book Enjoy Your Latte: A Financial Advisor’s Simple Guide to Canadian Money Basics and Designing a Better Life and provides actionable tips to help women overcome their fear of money, take control of their finances, and make confident decisions. From creating a...
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In this powerful episode, CAWEE Chair interviews , a real estate expert specializing in helping clients navigate the complexities of divorce and separation. Robyn shares her deeply personal story of overcoming her own divorce, which inspired her to develop a unique, holistic approach to real estate for clients in transition. From legal nuances and property rights to managing emotional dynamics, Robyn provides invaluable insights for those going through one of life’s most challenging experiences. Listeners will also hear practical advice on selecting the right real estate...
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Episode Summary: In this episode, host speaks with , a relationship coach, professional astrologer, and yoga teacher. Naomi blends ancient spiritual practices with modern coaching techniques to guide women through personal growth and relationship challenges. Learn how astrology can deepen self-awareness, improve communication, and provide clarity in relationships. Naomi also shares how tools like your Moon, Mercury, and Venus placements can illuminate your relationship dynamics and life cycles. Timestamps: 00:00 - Introduction to Naomi Simpson and her work 01:30 - Beyond the Sun Sign:...
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Episode Summary: In this inspiring episode, hosts , a dynamic wellness and business strategist, who shares her insights on the transformative power of the mind-body connection for entrepreneurs. RaRa emphasizes the importance of aligning personal well-being with business success and provides practical techniques for achieving clarity, focus, and sustainable growth. Through her “Bridge” system, RaRa helps her clients overcome emotional and strategic barriers, creating lasting results. Timestamps: 00:00 - Introduction and RaRa’s background 02:00 - The impact of the mind-body connection on...
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Episode Summary: In this episode, , Chair of the CAWEE Board, sits down with , a Chartered Financial Divorce Specialist with over 25 years in wealth management. Terri discusses how she supports individuals navigating the financial complexities of divorce with a focus on a collaborative and sensible approach. By working closely with clients, lawyers, and other professionals, Terri provides a clear path to manage finances, avoid unnecessary legal costs, and foster a smooth transition for both parties. Timestamps: 00:00 - Introduction to Terri McDougall’s background and expertise...
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In this episode, , health and wellness advocate, and Founder of Reigniting Joy, shares seven powerful tips to cultivate peace and energy in daily life. Susan, who transitioned from a corporate career to wellness coaching, offers practical strategies for reducing stress, fostering positivity, and enhancing well-being. From reframing worries to practicing mindful breathing, these tools are designed to help listeners reignite joy and take control of their health and mindset. Timestamps: 00:00 - Introduction and Susan’s background 02:00 - Why reducing worry boosts energy 03:30 -...
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Episode Summary: In this episode, host interviews , founder of Kaos Group, about improving workflow efficiency. Deanne shares practical strategies to organize email management, streamline tasks, and create sustainable systems that enhance productivity. Learn how to tailor your processes to fit your unique style and maintain efficiency in both personal and professional settings. Timestamps: 00:00 - Introduction and Deanne's background 02:00 - Common workflow challenges and solutions 05:00 - Strategies for efficient email management 08:00 - How to make new systems stick 10:00 - Choosing...
info_outlineIn this episode of the CAWEE podcast, host Vriti Panwar sits down with Francine Dick, financial and insurance advisor at Cartier Wealth Management with over 25 years of experience. Francine shares her inspiring journey of transitioning careers, from photography to financial services, while raising three children as a single mom.
Francine discusses her book Enjoy Your Latte: A Financial Advisor’s Simple Guide to Canadian Money Basics and Designing a Better Life and provides actionable tips to help women overcome their fear of money, take control of their finances, and make confident decisions. From creating a budget to balancing short-term enjoyment with long-term security, Francine’s insights are empowering and practical.
Timestamps:
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00:00 - Introduction to Francine Dick
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01:30 - Francine’s journey to financial advising
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03:00 - Addressing women’s fear and shame around money
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06:00 - Balancing present enjoyment with future planning
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08:30 - Budgeting tips for 2025
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10:00 - The importance of taking small, consistent steps
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11:15 - Fun rapid-fire questions with Francine
Key Takeaways:
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Overcome Money Shame: Small steps and knowledge can help women regain control and confidence over their finances.
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Budget and Track Spending: Use spreadsheets or apps to understand where your money goes and identify areas for improvement.
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Balance Now and Later: Prioritize enjoying life today while planning for future security by paying yourself first.
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Be Intentional: Making financial resolutions, doing your taxes, and setting goals can have a transformative impact.
Grab a copy of Francine’s book, Enjoy Your Latte: A Financial Advisor’s Simple Guide to Canadian Money Basics and Designing a Better Life, on Amazon!
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Credits:
Hosted by Vriti Panwar. Special thanks to Francine Dick for sharing her expertise and inspiring financial confidence among women.