Past Events

Money Mindfulness
September 15th, 2016

Our very survival depends on mastering the flow of money in our lives. Melding various disciplines, philosophies and economic principles, Tracy Theemes will explain how a personal theology of money and employing mindfulness techniques can create new strategies for self-management. In aligning our heart and soul, we can create not just a healthier and better flow but a pathway to financial wellness and peace of mind.

This is a 2 hour summary of the 4 day workshop Tracy taught at Hollyhock Retreat Centre on Cortez Island this summer.

Thursday, September 15th, 2016

Time: 6.30 PM to 8.30 PM


Economics 101
September 20th, 2016

What is a recession? What does fiscal policy even mean? Who sets interest rates and why do they do this? Why are houses so expensive and how does inflation affect me?

How can I determine what to worry about and what I need to do to be secure in this wide, weird world?

Vancouver's most cherished economist, Dr. Roslyn Kunin, will answer these questions and more with clarity and humour. No statistics, slides or number crunching involved. We promise. Read more about Dr Kunin

Tuesday, September 20th. 2016
Time: 6:30 PM to 8:30 PM


Moving From Shadow Into Light
Beginning October 3rd, 2016

As humans, we embody both light and darkness. Our shadow may manifest itself as fear, shame, anger, judgment, or insecurity. We experience it in how we feel about ourselves. And we can see it in our dealings with others, the world around us and even in our finances! When we learn to accept that we are both shadow and light, we open the pathway to experience true transformation

Imagine how different the world would be if we held people, and ourselves, in light rather than in their shadow.

Imagine what it would feel like to radiate your own true spiritual light and connect to universal energy and the source of all healing.

Through ancient shamanic practice, this series of three consecutive workshops will lead you on a metamorphic journey where you welcome your whole self unconditionally and experience deep and transformative healing.


Sony Baron, MA, MA, is a gifted therapist, divorce coach, shaman and teacher and will be facilitating this life changing workshop. Read more about Sony

Pre-registration is required

Monday, October 3rd, November 14th and December 5th, 2016 

Time: 6:00 PM to 8:30 PM

$175 per person for 3 sessions


New Paradigms of Retirement
October 1st, 2016

Our ideas of retirement are being turned upside down with the realities of longer life expectancies, economic upheaval and constant social change.

In this workshop for women and men you will learn:

  • The four new phases of retirement and their financial impact
  • The economic implications of a longer life expectancy
  • Modern income planning strategies
  • How to balance risk with financial security

Taught by Tracy and Kamal Read more about Tracy and Kamal 

Saturday, October 1st, 2016 
Time: 9:30 AM to 12:30 PM


Calm Amid the Storm: Meditations for Resilience
Beginning October 27th, 2016

Learning ways to manage stress and cope with the constant stream of news, world events and the pressures of family life can leave our nerves jangled and tempers frayed. Health issues, loss, separation, work, kids and parents all pull and push at us. How do we stay peaceful in the midst of so much noise and so many distractions?

In this six week series, Rachel Lewis will explore concrete ways of developing mental stability and a sense of ease and resilience, even in the face of challenging circumstances. We will learn various forms of meditation and practice self calming strategies in each session. Read more about Rachel

Thursdays, October 27th, November 3rd,10th,17th,24th and December 1st, 2016 

Time: 6:00 PM to 8:00 PM 


Communication in Relationships: Its Challenges and the Magic of Conflict
November 19th, 2016

Canada's foremost expert on defensiveness and the Justice Institute's most senior facilitator, Donna Soules will teach this overview of essential 

communication skills. We will look at the dynamics of power in interpersonal relationships and how defensiveness can hijack what is important to us. 

Aggression versus assertion, acknowledging and empathy and how to authentically listen will also be discussed. Donna will teach us how emotional triggers can make us irrational and lead to poor decision making. If you would like to learn how to better communicate at work and at home, you will love this course. And you will love Donna! Read more about Donna

Saturday, November 19th, 2016

Time: 9:30 AM to 12:30 PM


Financial Literacy Workshops for Seniors
January - April 2016

Offered by West End Seniors' Network at Barclay Manor
Lead by: Tracy Theemes
1447 Barclay Street, Vancouver

To register call Mhairi Campbell Programs Manager at Barclay Manor
West End Seniors' Network
604 669 5051
For more information see: wesn.ca

Thursdays: January 14th, February 11th, March 10th, April 14th
Time: 2:00 PM to 3:30 PM


Cash Flow Empowerment - January 30th, 2016

It seems easy enough...just have more money coming in, than out! Such a simple concept and yet for so many of us, creating positive cash flow and long term financial success is a lifelong challenge. The simple yet complex truth is that cash flow can be a mirror of many issues and opportunities on our personal development journey. Using fundamental financial principles combined with both psychology and mindfulness (not to mention a bit of drumming) we will be addressing the flow concept at many levels.

Cash flow management is ongoing...whether you are in debt or a multi-millionaire you will always be managing your relationship with money and it will always be revealed by your cash flow.

In this highly participatory workshop many approaches will be employed to address this fascinating and multifaceted topic.

Join Tracy Theemes, Financial Advisor and Sony Baron, Therapist and Shaman (see bio) as they work together to uncover and heal your cash flow challenges. What a great way to start your financial year!

Pre-registration is required

Saturday, January 30th, 2016
Time: 9:30 AM to 12:30 PM
$45 per person


Worrier to Warrior: Part 2 - February 22nd, 2016

Fear and its offshoot, anxiety, are experienced by most investors but most keenly felt by women. Our sensitivity coupled with high self-awareness mean that we can become overwhelmed by these emotions - especially in the context of our finances! Join us for an experiential workshop that will teach you mental and psychological strategies for identifying, understanding and overcoming irrational fear.

Sony Baron, MA, MA, is a gifted therapist, divorce coach, shaman and teacher and will be facilitating this life changing workshop.

Note: This is a standalone workshop and attendance at Part 1 is not necessary Pre-registration is required

Monday, February 22nd, 2016
Time: 6:00 PM to 8:00 PM
$30 per person


Leadership Laboratory - April 30, 2016

This fresh look at empowerment addresses both the internal and external skills and strategies a woman needs to move ahead in her career, change her life circumstance or overcome obstacles she currently faces in achieving success.

Part 1: Building leadership from the inside out will be co-facilitated by Tracy Theemes and Marlene Delanghe, MA, Career Advisor. Finance, negotiation, career tactics and power will be addressed by these two well-known teachers. You will learn and practice new ways to ask for what you want and experiment with ideas that will take you to new heights in your career and personal life. Read more about Marlene.

Part 2: Building leadership from the outside in. Looking at how to dress for success and learn to present an image of who you are that is in alignment with your personality and the situation you wish to impact. Christine Scaman, from back East (my home town Chatham, Ontario to be exact!) is considered to be the world's top personal colour analyst. Coming from a scientific background (Dr. Scaman is a veterinarian in her former career!) she has taken on the science and art of colour to transform people's lives. Read more about Christine.

Rachel Nachmias will be flying in also from Philadelphia, PA to address wardrobe and personal image creation. She is a master of using colour, line and science to help a woman put her best image forward. This will be a fun, dynamic, highly informative and experiential workshop that will give you the tips and tools you need to put your most powerful self forward..Read more about Rachel.

Pre-registration is required
Details for payment will follow shortly

Saturday, April 30th, 2016
Time: 9.30 AM to 4.30 PM
$99 per person


Worrier to Warrior - Nov 2nd, 2015

Fear and its offshoot, anxiety, are experienced by most investors but most keenly felt by women. Our sensitivity coupled with high self-awareness mean that we can become overwhelmed by these emotions - especially in the context of our finances! Join us for an experiential workshop that will teach you mental and psychological strategies for identifying, understanding and overcoming irrational fear.

Sony Baron, MA, MA, is a gifted therapist, divorce coach, shaman and teacher and will be facilitating this life changing workshop. Pre-registration is required.

Monday, November 2nd, 2015
Time: 6:00 PM to 8:00 PM
$30 per person


Cash Flow Connection: Jan 6 to March 17, 2015

To help women leaders expand their economic power, we will be offering a free 8 session pilot workshop on The Cash Flow Connection. It is directed at women who are challenged by this area of their life and are open to engaging in a deep dialogue that includes self-reflection. We will explore the practical, economic side of cash flow and its relationship to financial planning and goal achievement. We will also look at creating a personal process for enjoying a life long productive relationship with your finances. Each session will include: participant check in, a guided meditation, practical teaching, and discussion.


Transitioning Through Divorce

Divorce can be complex, challenging, and at times overwhelming.
Join our expert panel for this highly informative discussion of the emotional, legal, and financial aspects of divorce. Tracy Theemes, Financial Advisor, Sophia Financial Group, will be joined by a lawyer and a family therapist who will draw upon their diverse backgrounds and expertise to provide a comprehensive overview for participants.

Wednesday, January 29th, 2015
Time: 6:30 to 8:30PM

Wednesday, May 14th, 2015
Time: 6:30 to 8:30PM

Wednesday, February 23rd, 2015
Time: 6:30 to 8:30PM
Capilano Library, Edgemont Village, North Vancouver

Wednesday, June 3rd, 2015
Time: 6:30 to 8:30PM
Capilano Library, Edgemont Village, North Vancouver


Debt and Savings: Do Opposites Attract (UBC and VGH) Jan 22 and 26th, 2015

It’s January and with the holiday money spent, and tax time just around the corner, many of you might be making resolutions to get your finances in order.
Savings should be the cornerstone of your financial wellness strategy, whether you are overwhelmed by your current debts or you are considering going into debt to finance a new home or a new dream.
You will learn:

  • Psychological factors that drive debt & savings
  • How to assess your current personal views towards debt & savings and personal obstacles you might be facing
  • How to assess your net worth
  • The value of tracking your expenses and understanding your cash flow
  • The value of an emergency fund and how to calculate your personal amount


Happily Ever After

Is it possible? In a world of serial monogamy, it seems like we are regularly negotiating our way in and out of commitments. With changing legal, social, and financial paradigms, the question becomes: "How do we increase the probability of a success relationship?" In collaboration with a family lawyer/mediator, a family therapist, and divorce coach, we will look at this topic from various perspectives to help you create new ideas and solutions for your relationships.

Wednesday, February 11th, 2015
Time: 6:30 to 8:30PM


New Paradigms of Retirement

Our ideas of retirement are being turned upside down with the realities of longer life expectancies, economic upheaval, and constant social change.

In this free workshop for men and women you will learn:

  • The four new phases of retirement and their financial impact
  • The economic implications of a longer life expectancy
  • Modern income planning strategies
  • How to balance risk with financial security

Saturday, March 7th, 2015
Time: 9:30AM to 12:30PM

Empowered Investing

You will learn:

  • How to make well informed, confident investment decisions
  • The relationship between asset allocation and investment return
  • Modern portfolio construction techniques
  • How to balance risk with financial security
Saturday, April 11th, 2015
Time: 9:30AM to 12.30PM

Empowered Retirement

You will learn:

  • How to plan for and manage the 4 new phases of a woman's retirement
  • How to create secure income for life
  • How to balance long term growth strategies with safer investments
  • How to coordinate and organize income streams for tax efficiency
Saturday, April 25th, 2015
Time: 9:30AM to 12.30PM

Empowered Investing for Young Professionals

Saturday, May 9th, 2015
Time: 9:30AM to 12:30PM

This workshop will focus on basic investing fundamentals with a special emphasis on reducing debt and building savings. You will learn:

  1. The five basic financial planning steps
  2. The role of cash reserve and creating surplus
  3. The difference between a TFSA, RRSP and non-registered investments
  4. How to keep track of your cash flow
  5. Asset allocation strategies and risk management
This foundational class will help you get out of the starting gates with your financial plan!

Wealth Academy for Women
Sophia Wealth Academy a resounding success!

We’ve done it again! For the seventh time, Sophia Wealth Academy has raised money and awareness. And again, we are pleased to say that all net proceeds were donated to Dress for success to help women become self-sufficient.

Over 200 women joined us at the Scottish Cultural Centre to get money jazzed. Our dynamic speakers generously donated their time and expertise and enough money was raised to put 25 women through the comprehensive job education programs offered by Dress for Success.

Tracy Theemes taught us key investing strategies and helped us look at the money” sludge” in our lives. Kamal Basra and Sheila Walkington gave an overview of the financial planning basics. Career coach Marlene Delanghe gave a fast paced and entertaining overview of career strategies and salary pitfalls. Sanjeet Rana gave a view from the branch manager’s perspective of banking. Cynthia Roney helped us look at breakthrough strategies for success and Carrie Gallant taught us how to negotiate more effectively.

We laughed, we cried, we digested and we got motivated to take on our financial power. The audience was lively, adding their own humour and wisdom to he mix. A great time was had by all. Our thanks to all who participated and our appreciation to Dress for Success for the excellent work they do in our community.


Empowered Investing

You will learn:

  • To make well informed, confident investment decisions
  • The relationship between asset allocation and investment return
  • Modern portfolio construction techniques
  • How to balance risk with financial security

Saturday, November 1st, 2014
Time: 9:30 to 12:30 PM

Happily Ever After

Is it possible? In a world of serial monogamy it seems like we are regularly negotiating our way in and out of commitments. With changing legal, social and financial paradigms the question becomes: "how do we increase the probability of a successful relationship?" In collaboration with a family lawyer/mediator as well as a family therapist and divorce coach we will look at this topic from various perspectives with a view to creating new helpful ideas and solutions for your relationships.

Join us for this fascinating conversation.

Tuesday, November 4th, 2014
6:30 to 8:30 PM

Mix It UP! Networking Event

Join us for wine, appetizers and fun. Bring your business cards and be ready to meet some wonderful new contacts!

Wednesday, November 12th, 2014
Time: 5:30 to 7:30PM

Negotiation Skills Workshop for Women: Strategies for our Professional and Personal Lives (Advanced)

Using principles of mediation and conflict resolution, these two gifted facilitators will draw on theory and ground it with role play and practice to enable you to deal with difficult conversations and learn to ask for what you want – at home and at work!

Taught by Lisa Alexander, Family Lawyer and Mediator and Marlene Delanghe, Career Advisor and HR Consultant

Saturday November 22nd, 2014
10:00AM to 3:00PM
To register call: 604-733-8111 or email lisaalexander.office@gmail.com

New Paradigms of Retirement

Our ideas of retirement are being turned upside down with the realities of longer life expectancies, economic upheaval and constant social change.

In this free workshop for men and women you will learn:

  • The four new phases of retirement and their financial impact
  • The economic implications of a longer life expectancy
  • Modern income planning strategies
  • How to balance risk with financial security

Saturday, November 29th, 2014
Time: 9:30 to 12:30 PM

Transitioning Through Divorce: A Workshop for Women

Divorce can be complex, challenging and at times overwhelming.
Join our expert panel for this highly informative discussion of the emotional, legal and financial aspects of divorce. Tracy Theemes, Financial Advisor, Sophia Financial Group will be joined by a collaborative lawyer and a family therapist who will draw upon their diverse backgrounds and expertise to provide a comprehensive overview for participants.

Thursday, September 18th
Time: 6:30 to 8:30PM

Tuesday, September 23rd
Time: 6:30 to 8:30PM
Capilano Library, Edgemont Village, North Vancouver

New Paradigms of Retirement

Our ideas of retirement are being turned upside down with the realities of longer life expectancies, economic upheaval and constant social change.

In this free workshop for men and women you will learn:

  • The four new phases of retirement and their financial impact
  • The economic implications of a longer life expectancy
  • Modern income planning strategies
  • How to balance risk with financial security
Saturday, October 4th, 2014
Time: 9:30AM to 12:30PM

Financial Planning for a Lifetime: A Workshop for Women

What is "old" today? When can I retire? How can I be assured that my money will last as long as I do? These and many questions keep many women up at night. With increased life expectancies, volatile markets and new advances in aging and health care, it has become much more complicated to plan for the future. New paradigms open up challenges as well as opportunities.

Wednesday, October 8th, 2014
Time: 1:30 to 3:00PM Presentation in Media Room
3:00 to 4:00PM Refreshments in the Private Dining Room
To Register: Call Tapestry 604-736-1640


If you require further information or have any questions about the above workshops, don’t hesitate to call Tracy Theemes at 604-569-2891 or email tracy@sophiafinancial.ca

Securities are offered through Raymond James Ltd., member Canadian Investor Protection Fund. Financial planning and insurance are offered through Raymond James Financial Planning Ltd., which is not a member Canadian Investor Protection Fund.