Sophia's Upcoming Workshops

New Paradigms of Retirement - March 3, 2018

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

Co-taught by: Kamal Basra, Financial Advisor, BSc, CFP, FMA, FCSI 

Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS 

Saturday, March 3, 2018
Time: 9:30 AM to 12:30 PM

To register Click Here

The Overtone Effect: Live Your Life on a High Note! - March 15, 2018

Your January resolutions are lagging and you are unsure how to re-energize and re-focus yourself. In this interactive workshop based on her new book, The Overtone Effect: Live Your Life on a High Note! Jan Carley will outline her easy, step by step process to help you move your life to the next level - from just "getting by" to outstanding success.

Jan Carley, author of Harmony from the Inside Out, is a Professional Certified Executive Coach credentialed with the International Coach Federation. Jan has been inspiring the extraordinary with individuals, teams and organisations worldwide since 2007. Her passion is singing barbershop harmony with an internationally renowned a cappella chorus

In this workshop you will:

  • Learn two simple words that will instantly shift your world from stuck to possibility
  • Be empowered and energized as you learn to live your life "creatively" instead of "reactively"
  • Identify your strengths and start expressing your signature "voice"
  • Reconnect with what's really important to you and be inspired to action

Thursday, March 15, 2018
Time: 6:30 PM to 8:30 PM

To register Click Here

Empowered Investing (women only) - April 7, 2018

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

Taught by Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS

Saturday, April 7, 2018
Time: 9:30 AM to 12:30 PM

To register Click Here

Estate Planning Essentials - April 17, 2018

Transferring wealth is a complex affair.

With new estate laws and ever-increasing complications in families, there are many land mines - and opportunities that need to be understood. The days of just writing up a letter of your last wishes with a signature from a neighbour are over. To protect yourself, your family, your assets and leave a legacy to be proud of you will need to prepare carefully. Nicole Garton has guided hundreds of families through the murky and often troubled waters of organizing their estates. Now is the time to figure this out.

Nicole Garton, B.A., LL.B., TEP, founder and principal of Heritage Law, is a lawyer, mediator and parenting coordinator of family law, wills and estates matters. She is accredited by the Law Society of BC to act as a Family Law Mediator, Parenting Coordinator and Family Law Arbitrator. Nicole is certified by Family Mediation Canada as a Comprehensive Family Mediator and is on the executive of the Canadian Bar Association Wills and Estates and Elder Law Sections.

Tuesday, April 17, 2018
Time: 6:30 PM to 8:30 PM

To register Click Here

The Psychology of Money - May 1, 2018

When it comes to money, nothing is really as it seems.

The idea that humans are rational and their relationship with money is logical has been soundly disproven in the research. Gender, socio-cultural conditioning, epigenetics, family system theory combined with the dynamics of a changing world create psychological responses that are often unknown and can thwart our most precious financial goals. 

In this workshop taught by Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS, you will learn:

  • 7 principles of personal financial behaviour
  • 3 factors that affect our relationship with money
  • The basic principles of behavioural finance and their consequences in the field of personal financial planning
  • Ways to overcome your own biases and patterns to achieve a better, more successful and peaceful financial life 

Tuesday, May 1, 2018
Time: 6:30 PM to 8:30 PM

To register Click Here

Transitioning Through Divorce - May 15, 2018

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, 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.

Tuesday, May 15, 2018
Time: 6:30 PM to 8:30 PM

To register Click Here

Ready, Set, Go - January 6th, 2018

Identify your values. Clarify your purpose. 

Then match it all to powerful action to make 2018 your best year yet. This is the year you make it happen. It starts here. And it starts now!

Lorraine Sims, a life coach for over 20 years, is a master at helping people find their true purpose and rise to a higher level of happiness and success in all areas of life.

In this 3 hour hands-on workshop you will learn:

  1. The role an inspirational vision plays in your life
  2. How to clarify the goals that are most meaningful to you
  3. Take empowered action to achieve your most treasured goals

This workshop will get 2018 off to a powerful start!

Read more about Lorraine here

Saturday, January 6th, 2018
Time: 9:30 AM to 12:30 PM

To register Click Here

Talking about the Hard Stuff - January 27th, 2018

Donna Soules is back by popular demand!

When the going gets tough, the tough get talking! How are we going to find peace and harmony in our relationships if we do not have a way to bring up the hard stuff? Whether it is money, sex or values, we hear that people avoid discussing the most important parts of their lives with the people they care most about because they are afraid of conflict. In this dynamic and hands on workshop, Donna Soules returns to teach us more about communication and working through our own and other people's defenses.

As one of Canada's leading authorities on defensiveness, a well-respected senior mediator, instructor for the Justice Institute and a wife of 50 years (to the same person for goodness sakes!), Donna teaches us practical communication skills sprinkled with personal anecdotes and life wisdom. 

NOTE: As this class was standing room only last year, registration will be by telephone only.

Please phone Erin, our office manager at 604.563.2892 to register.

Saturday January 27th, 2018
Time: 9:30 AM to 12:30 PM

Transitioning Through Divorce - January 30th, 2018

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, 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.

Tuesday, January 30th, 2018
Time: 6:30 PM to 8:30 PM
NOTE: North Shore location
Capilano Library, Edgemont Village, North Vancouver

To register Click Here 

To RRSP or not to RRSP that is the Question! - February 1st, 2018

Registered versus non-registered investments is a more complex concept than most people understand. Everywhere you look a bank or credit union is telling you to get your RRSP contributions in before the deadline. There is a sense of pressure and herd mentality about it all and especially at this time of year. Is it right for you to invest in a RRSP? Or is the TFSA better? Or perhaps neither?

Kamal Basra and Tracy Theemes, Financial Advisors and Certified Financial Planners, will lay it out for you in clear and concise language. They will explain the differences and help you identify your choices in light of your personal financial planning objectives.

Thursday, February 1st, 2018
Time: 6:30 PM to 8:30 PM

To register Click Here

Liberate Your Voice - February 13th, 2017

When you change your voice you change your life. 

Everything you carry is expressed or repressed in your voice.

Join Julie Blue on a journey of discovering, exploring and claiming ownership of your unique voice. She will guide you each step of the way to help you confidently move to your next level of contribution and influence.

Julie is an accomplished singer and pianist, and award-winning film composer/recording artist and a uniquely transformational voice coach. She is a YWCA Woman of Distinction Award winner and has shared the stage with luminaries such as Eckhart Tolle, Marianne Williamson and Neale Donald Walsh. She has pioneered innovative and effective methods to help thousands of people liberate their voices and express themselves with authenticity and confidence. Julie is a master vocal coach, life coach and skilled soul whisperer who shares her teachings with heart and humour. Read more about Julie and her work at

This unique workshop is for leaders, speakers and entrepreneurs - anyone who wants to step up and be heard.

You don't want to miss this opportunity to access your most powerful voice!

Tuesday, February 13th, 2017
Time: 6:30 PM to 8:30 PM

To register Click Here 

If you have any questions or would like further information about our workshops contact:
604 569 2891