About Sophia Financial

The Greek word "Sophia" means wisdom in English. Sophia is the voice that expresses our intuitive, creative nature, sees the interconnectedness of all things and honours the sacredness of all life. She is about integrity in the marketplace and the balance of head, heart and soul.

Our Mission

We are financial strategists building comprehensive management plans and investment portfolios in alignment with the personal value systems of the people we serve. We deliver financial education and investment management services in a way that traditional financial institutions cannot.  

Core Beliefs

Sophia Financial is founded upon five core beliefs which guide our interactions with clients, colleagues and our community.

Belief #1: Education

We believe education makes for wiser investment decisions and is at the root of empowerment. Education mitigates risk; helps to identify and communicate one’s needs; and is essential in giving people the control to make grounded choices. We continue to take courses and earn advanced professional designations to provide the highest level of intellectual input into our practice; and seek also to educate our clients to the full extent that they desire. In working with Sophia Financial Group, clients gain access to a quality and format of education that we believe is not provided by traditional institutions. Knowledge is power!

Belief #2: Ownership

We believe in taking ownership of our lives and decisions, and this is often a direct result of the empowerment that comes from education. We believe that money is a tool. You control it and not the other way around. Master the tool and you change your world. Ownership is not about aggression or greed, but rather about recognizing we have all that we require to achieve our goals. When a person takes control of their money, they own their life.

Belief #3: Collaboration

“We are stronger together, than apart.” Sophia Financial Group fosters true collaboration within our vast network of industry experts as well as other service professionals that traditional institutions would often perceive to be “out of scope.” Lawyers, doctors, psychologists, business advisors and coaches all assist us to find superior solutions for our clients. We ensure that all aspects of a person’s financial life are dealt with proactively and thoroughly. Collaboration within our client families is about developing a shared framework for making financial decisions to ensure equal participation and a holistic view of wealth and prosperity.

Belief #4: Transparency

We believe that transparency is fundamental to effective collaboration. Transparency means that Sophia clients know exactly what we are doing; why we are doing it; and how much it will cost. Honesty and trust are inherent when transparency is an operational value in life and business.

Belief #5: Integrity

We believe that there is always a “right” decision, even though it can sometimes be difficult to make. This is what integrity feels like: the truth – whether you like it or not. When a person operates with integrity they are able to make strong decisions which are aligned with their core beliefs and values.