Workshops & Retreats

Come learn with us!

Upcoming Workshops and Retreats

Karma & Cents is a one-stop shop for all your philanthropy and social capital management needs providing up-to-date resources and case studies for individuals, families, family businesses and their advisors.

Through our workshops we bring together industry experts to provide unique learning opportunities for our participants. 

In Conversation with... two graphic heads with idea icons

Doug Gray & Emily Bouchard

Join us via Zoom on Feb. 12, 2025 at 10am Mountain

“In Conversation With… Doug Gray & Emily Bouchard.”

The Rising Generation has access to significant wealth and unique leadership opportunities within their family businesses, careers and community. Join us for a conversation about what impact this demographic has on how our communities are shaped and how leadership styles are shifting.

In Conversation With… Brad Gualin

Held via Zoom on March 19th at 10am

Brad Gaulin, MExit will be discussing how and why philanthropy should be placed as part of the initial exit planning strategy of a family business, and not saved for the discussion after the liquidity event has occurred.

This event is FREE but registration is required.
Please see the RSVP boxes for the upcoming events.

Gent’s Talk – A Discussion about Men’s Mental Health and the Funding Gap – Samir Mourani

Join us via Zoom on Oct. 1, 2025, 10am Mountain via Zoom

A digital creator, speaker (TED, Deloitte, Water Ambassadors Canada, York University, and many more), podcaster and writer, Samir is the Host and producer of “Gent’s Talk”, a leading mental health and self-development podcast ranked in the top 5% globally per Spotify which includes distribution on board Air Canada’s fleet of 450+ planes (52M passengers / year). He is also the Editor of “Gent’s Post”, a premier men’s lifestyle publication with an emphasis on wellness, mental health, grooming, confidence and more. Samir has appeared on television segments such as CitylineBreakfast Television & CBC where he’s been interviewed and commentated on modern masculinity, dating & relationships and the impacts on mental health. He is also the pen behind the Diversity, Equity & Inclusion charter of the Ontario Hockey League (OHL). Samir is a mental health advocate working towards changing the narrative around men’s mental health.

See what we've been up to

Click to see a list of past Karma & Cents Advisor and Family workshops

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